Treasury Sales Associate -Middle Market
On-site · Plano, Texas, United States
Job Summary
Develop and execute treasury solutions for middle-market client portfolios; collaborate with Treasury Management Officer on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models; assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research; understand clients' Treasury cash management structure and objectives; coordinate with product partners to develop comprehensive Treasury solutions; understand competitors’ products and positioning within the client & market; work with the TMO’s throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately; collaborate with internal partners to ensure successful implementation, product ramp-up and accurate pricing and billing.
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
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