Treasury Sales Associate – Global Solutions, FIG, Paytech

• Support the end-to-end treasury sales process for Treasury Sales Officers serving the Paytech client segment
• Develop strategies to grow revenue domestically and internationally
• Serve as a client-facing resource for non-bank financial institutions
• Coordinate industry, prospect, and client research and support pre-call planning
• Maintain accurate sales data across deal pipeline, client plans, call reports, pricing, and rates
• Produce client and portfolio-level profitability, revenue, product usage, balance trend, and variance analyses
• Coordinate with AML and onboarding teams to facilitate client readiness and KYC onboarding
• Assist with the Client Management Process, including planning, due diligence calling, meetings, follow-up, and revenue tracking
• Conduct research and create proposals and pitchbooks
• Complete price and cost-benefit analysis models and support non-standard pricing
• Partner with Product Specialists to grow revenue and deepen relationships
• Support implementation, client onboarding, and training activities
• Participate in in-person client calling and direct sales opportunities
• Manage escalated service issues with appropriate resources
• Prepare analysis and presentation materials for client meetings
• Complete card agreements and gather documentation for implementation

• Minimum of one year of treasury management/corporate banking experience or successful completion of a training program
• Ability to travel up to 5%
• Strong business and financial acumen
• Effective problem solving and trend/opportunity analysis
• Risk management and preparation for client meetings
• Strong client relationship, communication, and collaboration abilities
• Proactive mindset and effective time management
• Results-driven mindset
• Strong computer application skills, including Microsoft Office
• Two or more years of B2B sales and/or client service experience in a financial services environment (desired)
• Bachelor's degree or equivalent work experience (desired)
• Certified Treasury Professional certification or equivalent (desired)
• Experience prospecting and developing new business (desired)
• Knowledge of U.S. or international cash management products (desired)
• 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 (desired)
• Working knowledge of U.S. and global treasury management products, services, and industry trends

Demonstrates expertise in treasury management and corporate banking, with a strong focus on client relationship management, revenue growth strategies, and financial analysis. Proficient in coordinating client onboarding, KYC processes, and conducting market research to support sales initiatives.

• Treasury Management Experience
• Client Relationship Management
• Financial Analysis
• B2B Sales Experience
• Certified Treasury Professional

• Financial Acumen
• Problem Solving
• Trend Analysis
• Risk Management
• Cost-Benefit Analysis
• Sales Data Management
• Client Profitability Analysis
• Proposal Development
• Pricing Strategy
• KYC Onboarding

• Effective Communication
• Collaboration
• Proactive Mindset
• Time Management
• Results-Driven

• Certified Treasury Professional

• Corporate Banking
• Treasury Sales
• Cash Management Products
• Global Payments
• Financial Services

• Microsoft Office