TPS Treasury Advisor - Institutional Markets
Core
Partner with senior sales professionals to deliver tailored treasury and payment solutions to US Commercial Bank clients, focusing on solution design, client engagement, and sales support.
Role type
Treasury Advisor (Sales Support)
Builds
Treasury management and payment solutions for commercial clients
Domain
Banking / Corporate Treasury / Financial Services
Deliverable
product features
Required skills
Treasury management, Cash management, Payment technologies, Financial analysis, Risk assessment, Regulatory compliance, Data analysis reporting, Problem solving, Time management, Detail-oriented
Preferred skills
Business Administration, Finance and Accounting
Technologies
Salesforce, Excel
Responsibilities
Support development and presentation of treasury solutions, Assist with sales activities including proposals and pricing, Analyze financial and industry data to determine client needs, Collaborate with Service and Onboarding teams for implementation, Maintain accurate records and reporting on Salesforce, Attend industry forums and community events, Ensure adherence to regulatory requirements and internal controls.
Seniority
Mid-level (4-6 years experience)