Treasury Sales Associate I
On-siteMiami, Florida, United States or Charlotte, North Carolina, United States
Job Summary
Support Treasury Sales Officers on the Middle Market Technology Team by facilitating end-to-end sales processes, from sale through implementation and client onboarding. Conduct industry, client, and prospect research to develop strategies, create proposals, and prepare pitchbooks for pre-call planning. Coordinate the Client Management Process, including client planning, meeting preparation, delivery, and follow-up, while partnering with product specialists to deliver customized treasury solutions. Ensure the accuracy of sales data across core systems by managing deal pipelines, call reporting, and profitability analysis. Complete price and cost benefit models to develop pricing strategies and assist with KYC onboarding for new legal entities. Participate in in-person calling activities and ad-hoc direct sales opportunities to grow revenue domestically and internationally.
Required Qualifications
- Minimum of one year of treasury management/corporate banking experience or successful completion of a training program
- Demonstrates strong business and financial acumen enabling effective problem solving, analysis of trends and opportunities, risk management and preparation for client meetings
- Builds strong client relationships through effective communication and collaboration
- Displays a proactive mindset and effective time management
- Demonstrates a results-driven mindset and prioritizes client and team interests
- Strong computer application skills, including Microsoft Office
- Minimum of one year of treasury management/corporate banking experience or successful completion of a training program
- Demonstrates strong business and financial acumen enabling effective problem solving, analysis of trends and opportunities, risk management and preparation for client meetings
- Builds strong client relationships through effective communication and collaboration
- Displays a proactive mindset and effective time management
- Demonstrates a results-driven mindset and prioritizes client and team interests
- Strong computer application skills, including Microsoft Office
Desired Qualifications
- Two or more years of B2B sales and/or client service experience in a financial services environment
- Bachelor's degree or equivalent work experience
- Holds a Certified Treasury Professional certification or equivalent
- Experience prospecting and developing new business
- Knowledge of U.S. or international cash management products
- Prior experience in Global Payments, Treasury Management, or Corporate Banking strongly preferred
- Two to five years of relevant banking experience across sales, operations, compliance, and/or product management
- Demonstrated ability to identify, develop, and support new business opportunities through proactive client engagement and solution alignment
- Working knowledge of U.S. and global treasury management products, services, and industry trends
- Proven experience prospecting and developing new business
- Account Management
- Client Management
- Customer and Client Focus
- Oral Communications
- Presentation Skills
- Critical Thinking
- Data Management
- Portfolio Analysis
- Problem Solving
- Relationship Building
- Active Listening
- Analytical Thinking
- Collaboration
- Prioritization
- Written Communications
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