Financial Institutions Group - Payments - Sales Associate

As a Payments Sales Associate in the Financial Institutions Group focused on the mortgage segment, you will support Payments Sales Managers with managing sales relationships and generating new business from a diverse set of mortgage customers. You will collaborate with client service, compliance, operations, technology, risk, credit and legal to optimize product delivery, develop account plans, briefings, and relationship reviews, and help understand client structures, cash flow and product usage. You will engage internal partners to design comprehensive solutions across traditional cash management, FX, international payments, and liquidity, while assisting with onboarding/KYC documentation, pricing and billing analyses, and escalation management. The role emphasizes proactive client engagement, cross-functional teamwork, and serving as the client advocate to align with broader firm-wide objectives and the client’s goals. Responsibilities include analyzing transactional data for trends and pricing opportunities, identifying new business opportunities, and contributing to team initiatives and the client’s strategic objectives through collaboration with treasury, product and operations teams.