Treasury Sales Associate I

Key Responsibilities

• Supports end-to-end treasury sales process for Treasury Sales Officers on the Middle Market Team, focusing on strategies to grow revenue domestically and internationally within the Middle Market and Dealer Financial Services (DFS) segment.
• Leverages internal partners and resources to coordinate industry, prospect, and client research for high-quality pre-call planning.
• Maintains accountability for the accuracy and integrity of sales data across core systems, including deal pipeline, client plans, call reports, pricing, and rates.
• Produces and supports client and portfolio level analysis, including profitability, revenue performance, product usage, balance trends, and variance analysis.
• Partners with AML and onboarding teams to facilitate client readiness and coordinate KYC onboarding for new legal entities.
• Assists with coordinating the Client Management Process (CMP), including client planning, calling efforts, meeting preparation, delivery, follow-up, and revenue/pathway tracking.
• Conducts industry, client, and prospect research to develop strategies and create proposals and pitchbooks for pre-call planning.
• Completes price and cost-benefit analysis models to develop pricing strategies, working with Treasury Sales Officers on non-standard pricing.
• Partners with Product Specialists and support partners to develop strategies to grow revenue and deepen existing relationships.
• Supports clients through implementation, client onboarding, and training activities.
• Ensures the accuracy of sales data, including managing sales pathways, call reporting, and profitability reporting.
• Participates in in-person calling activities and ad-hoc direct sales opportunities with Treasury Sales Officers.
• Ensures escalated service issues are properly managed with the right resources.
• Prepares analysis and presentation materials for all client meetings.
• Completes card agreements and gathers documentation for submission for implementation.

Requirements & Tech Stack

• Minimum of one year of treasury management/corporate banking experience or successful completion of a training program.
• Ability to Travel up to 5%.
• Demonstrates strong business and financial acumen for effective problem-solving, trend analysis, risk management, and client meeting preparation.
• 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.

Qualifications

• Bachelor’s Degree or Equivalent Work Experience.
• Minimum of one year of treasury management/corporate banking experience or successful completion of a training program.
• Ability to Travel up to 5%.
• 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 Skills

• Two or more years of B2B sales and/or client service experience in a financial services environment.
• 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.

Skills

• 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