Treasury Sales Associate – Global Solutions

• Support the end-to-end treasury sales process for Treasury Sales Officers on the General Industries – Middle Market team
• Develop strategies to grow revenue domestically and internationally
• Coordinate industry, prospect, and client research for pre-call planning
• Maintain accurate sales data across deal pipelines, client plans, call reports, pricing, and rates
• Produce client- and portfolio-level profitability, revenue, product usage, balance trend, and variance analyses
• Partner with AML and onboarding teams to facilitate client readiness and KYC onboarding
• Coordinate the Client Management Process, including planning, calling efforts, meeting preparation, delivery, follow-up, and revenue/pathway tracking
• Conduct research and create strategies, proposals, and pitchbooks
• Complete price and cost-benefit analysis models and support non-standard pricing
• Partner with Product Specialists and support partners to grow revenue and deepen relationships
• Support implementation, client onboarding, and training activities
• Participate in in-person calling activities and ad-hoc 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 skills
• Strong communication and collaboration skills
• 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 (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 revenue growth strategies, client onboarding, and effective communication. Proficient in financial analysis, risk management, and client relationship development within the financial services sector.

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

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

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

• Certified Treasury Professional

• Corporate Banking
• Treasury Sales
• Cash Management Products
• Global Payments
• Financial Services
• Client Management Process
• Revenue Growth Strategies
• Sales Pipeline Management
• Client Onboarding
• Risk Management