Treasury Sales Associate I

Support the Treasury Sales Officer in exceeding portfolio growth goals through client/prospect research, proposal development, and ad hoc sales support. Schedule and perform client portfolio reviews to upsell Treasury products, while producing pricing/cost benefit models and negotiating non-standard pricing with management. Manage the sales pipeline to ensure deals are properly identified as pending or closed, and maintain accurate sales data within source systems like Deal Pipeline and Navigator. Resolve non-sales client issues by liaising with Client Service, Fulfillment, Credit, and partner teams to assist clients in navigating the bank. Prepare account schematics, proposal documents, and sales presentations, partnering with Fulfillment to ensure timely delivery of Treasury Solutions and post-sale satisfaction. Coordinate the Client Management Process to focus on client acquisition and deepening existing relationships through identification of client needs. Utilize support partners and resources to coordinate industry, prospect, and client research for use in pre-call planning. Engage in daily email, phone, and in-person client communication.