Treasury Sales Associate - Real Estate Banking
On-site · New York City, New York, United States
Job Summary
Treasury Sales Associate in Real Estate Banking collaborates with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, performs cost and benefit analysis, competitive pricing, and profitability models; assists with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research; develops an understanding of clients’ Treasury cash management structures and objectives; coordinates with product partners to develop comprehensive Treasury solutions; stays aligned with competitors’ products and positioning; works with the TMO throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately; collaborates with internal partners to ensure successful implementation, product ramp-up and accurate pricing and billing; requires a Bachelor's Degree and 3+ years’ banking/treasury experience along with strong communication and Microsoft Office skills; located in New York, NY.
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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