Technical Sales Associate, Treasury Management
Core
Provide technical expertise and support for Treasury Management solutions, including cash management, payments, and connectivity, to commercial banking clients.
Role type
Technical Sales Associate (Treasury Management)
Builds
Treasury Management solutions, payment systems, and connectivity integrations for commercial clients
Domain
Commercial Banking / Treasury Management
Deliverable
product features
Required skills
Treasury Management products knowledge, API/SFTP/host-to-host connectivity, pricing analysis, CRM proficiency, client presentation, implementation coordination
Preferred skills
CTP certification, ERP integration knowledge
Technologies
Salesforce, APIs, SFTP, ACH, Wires, Remote Deposit Capture
Responsibilities
Support sales consultants and relationship managers in acquiring and servicing client relationships; Participate in client meetings to provide technical expertise; Prepare pricing proposals and sales documentation; Assist clients with payments and cash management solutions; Coordinate onboarding and implementation with internal teams; Analyze portfolio data to identify growth opportunities; Conduct market and competitive analysis
Seniority
Mid-level, hands-on IC
