Treasury Management Relationship Support Specialist
Core
Provides sales support to Treasury Management Relationship Managers and their clients to identify, develop, and deliver quality solutions for day-to-day business needs.
Role type
Treasury Management sales support specialist
Builds
Account structures, pricing proformas, presentation decks, and client onboarding experiences
Domain
Banking / Treasury Management
Deliverable
client delivery
Required skills
Client research, pricing proforma preparation, presentation deck creation, new client onboarding management, escalation handling, reporting accuracy, product information research
Preferred skills
Bachelor's degree, bilingualism, working capital knowledge
Technologies
Microsoft Office (Word, Excel, PowerPoint)
Responsibilities
Prepare account structures and pricing proformas for prospects and existing clients; Participate in production of presentation decks; Manage new client onboarding including documentation execution and training confirmation; Serve as primary escalation point for client support; Ensure reporting is complete, timely, and accurate; Collaborate with Commercial and Treasury Management Relationship Managers on sales activities
Seniority
Mid-level, hands-on support
