Treasury Management Sales Associate

Key Responsibilities

• Partner with the Treasury Management Sales Officer to expand existing relationships and identify new business opportunities.
• Assess client needs and recommend treasury solutions that enhance operational efficiency.
• Collaborate with relationship managers, bankers, and internal teams to deliver a seamless client experience.
• Serve as a trusted contact for clients by responding to inquiries and assisting with issue resolution in a timely manner.
• Prepare proposals, presentation materials, relationship reviews, and pre-call and post-call support materials.
• Coordinate onboarding activities, implementation timelines, pricing details, and required documentation.
• Participate in quarterly client reviews and travel within the market as needed for client meetings.

Competencies

• Client-focused approach with the ability to provide thoughtful, consultative support.
• Knowledge of treasury products, including ACH, wire transfers, commercial cards, and fraud prevention tools.
• Understanding of compliance requirements related to treasury products and services.
• Strong analytical and problem-solving abilities.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong attention to detail and the ability to work independently.
• Ability to communicate product knowledge clearly to clients and team members.

Qualifications

• Bachelor’s degree preferred.
• Four to six years of experience in treasury management, banking, or a related field.
• CTP certification preferred.
• Strong project management and organizational skills.
• Excellent written and verbal communication skills.
• Demonstrated ability to build strong working relationships with clients and internal partners.

Pay

Commensurate with experience.

Schedule

Varies based on business needs.

Benefits

N/A

Skills

N/A

Benefits

N/A

Pay

Commensurate with experience.

Schedule

Varies based on business needs.

Location

Regionally based, with occasional travel.

Company Information

M C Bank is an Equal Opportunity / Affirmative Action employer, committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, religion, sex, sexual orientation, age, national origin, disability, protected veteran status, or any other factor protected by applicable federal, state, or local laws. All hiring decisions are based on qualifications, merit, and business needs.