Treasury Sales Associate - Healthcare, Higher Education, and Nonprofit
On-siteDallas, Texas, United States
Job Summary
Collaborate with Treasury Management Officers on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, and run profitability models. Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research. Develop an understanding of clients' Treasury cash management structure and objectives while coordinating with product partners to develop comprehensive Treasury solutions. Work with the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately. Requires a Bachelor's Degree, three+ years of relevant banking and treasury experience, and proficiency in Microsoft Office.
Required Qualifications
- Bachelor's Degree
- Three+ years' relevant banking and treasury experience
- Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
- Superior verbal and written communication skills with the ability to mobilize internal networks and resources
- Ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures
- Proficiency in Microsoft Office (PowerPoint, Excel and Word)
- Ambition to develop into an individual sales contributor
Desired Qualifications
- Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutions
- Sales, portfolio management or relationship management experience
- Qualitative and quantitative skills
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