Senior Associate, Treasury Management Associate
Core
Provides primary sales support to aid in new business generation and revenue retention for treasury management services, facilitating client onboarding and relationship management.
Role type
Senior Associate, Treasury Management Support
Builds
Treasury management deposit products and services for commercial banking clients
Domain
Commercial Banking / Financial Services
Deliverable
client delivery
Required skills
client acquisition, sales support, treasury product knowledge, documentation preparation, risk assessment, internal coordination, pipeline management, metrics tracking
Preferred skills
treasury management product experience, business acumen
Technologies
treasury management dashboards
Responsibilities
Prepare account schematics, pricing proformas, and proposal documentation; assist with client acquisition and relationship deepening; execute treasury management documentation; partner for credit approval; coordinate product implementation and billing; liaise with internal teams for client navigation; update sales pipeline; manage risk for assigned portfolio
Seniority
Senior, entry-level with managerial guidance