Associate, Corporate Banking- Treasury & Payment Solutions
Core
Associate supporting Vice Presidents and Directors in Treasury & Payment Solutions by managing client onboarding, pricing, billing, and portfolio administration.
Role type
Associate, Corporate Banking (Treasury & Payment Solutions)
Builds
Treasury and payment solutions products for corporate and commercial clients
Domain
Financial Services / Corporate Banking
Deliverable
client delivery
Required skills
client onboarding coordination, pricing analysis, portfolio management, Salesforce proficiency, financial statement analysis, project coordination
Preferred skills
CTP designation, treasury-related certification, experience with corporate clients, knowledge of TPS products
Technologies
Salesforce, XAA, DPM, PET, TPS Advantage, Livelink, MECH, APMS, OLBB, Spend Dynamics
Responsibilities
Coordinate client onboarding including AML/KYC and account opening; prepare pricing proposals and billing reviews; maintain Salesforce pipeline and portfolio records; support sales officers with research and pitch materials; manage implementation milestones and escalate risks.
Seniority
Associate, entry-to-mid level IC
