Treasury Sales Associate I - Global Payment Solutions - Middle Market
Core
Supports end-to-end treasury sales process for Treasury Sales Officers on the Middle Market Team, focusing on developing strategies to grow revenue domestically and internationally.
Role type
Treasury Sales Associate (Middle Market)
Builds
Revenue growth strategies, client proposals, pitchbooks, and pricing models for corporate banking clients.
Domain
Corporate Banking / Treasury Management
Required skills
Treasury management, Corporate banking, Sales process support, Client research, Data accuracy, Pricing analysis, KYC coordination, Client onboarding, Financial acumen, Microsoft Office
Preferred skills
B2B sales, Certified Treasury Professional (CTP), Global payments, Prospecting, New business development, U.S./International cash management products
Technologies
Microsoft Office, Core sales systems, CRM tools
Responsibilities
Coordinate industry and prospect research for pre-call planning; Maintain accuracy of sales data including deal pipeline and profitability reporting; Produce client and portfolio level analysis; Partner with AML/onboarding for client readiness; Assist with Client Management Process (CMP) and revenue tracking; Conduct price and cost benefit analysis models; Participate in in-person calling activities; Prepare presentation materials for client meetings; Complete card agreements and gather documentation for implementation.
Seniority
Entry-level to Junior, hands-on IC
