Treasury Sales Associate

About the Role

We are seeking a highly motivated, proactive Treasury Sales Associate (TSA) to support Treasury Sales Officers (TSOs) who manage complex, global Large Corporate clients within the Natural Resources Group (NRG). The TSA will help drive sales execution, enhance client engagement, and ensure delivery against key sales KPIs across the full suite of liquidity, payments, receipts, FX, card, and trade/supply chain finance solutions. This role spans the entire sales cycle—from initial prospecting through implementation, and ongoing relationship management and growth. It plays a critical part in coordinating the Client Management Process (CMP), supporting both new client acquisition and the deepening of existing relationships.

Responsibilities

• Support Portfolio Revenue & Growth: Partner closely with TSOs to develop and execute portfolio growth strategies, including identifying opportunities to deepen relationships and expand product penetration across NRG clients.
• Sales Process Execution: Provide essential support throughout the sales lifecycle, including proposal generation, presentation development, pricing analysis, revenue tracking, pipeline management, and coordination of client meeting preparation, delivery, and follow-up.
• Client Relationship Support: Help manage and strengthen relationships with global, complex clients through consistent delivery, industry awareness, and early-stage client engagement opportunities, including participation in client meetings.
• Treasury Advisory & Solutioning: Collaborate with product specialists and internal partners to recommend and design customized cash management and treasury solutions aligned to client needs.
• Cross-Functional Partnership: Work with regional TSOs, Corporate Bankers, Product Solutions Specialists, Dedicated Service and Implementation Advisors, and other key stakeholders to ensure seamless delivery of treasury services and execution of client requirements.
• Operational & Industry Expertise: Develop strong knowledge of treasury products, global cash management operations, and bank processes to provide credible support and differentiated insights to clients and internal partners.

Requirements

• Minimum of two years of treasury management/corporate banking experience or successful completion of a training program.
• Analyzes issues and develops solutions to build strong relationships with clients, colleagues, and business partners.
• Demonstrates experience working in a fast-paced environment.
• Strong computer application skills, including Microsoft Office.
• Seeking motivating team players who value collaboration, celebrating shared success, and who actively seek and appreciate diverse thoughts and backgrounds.
• Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities.
• Seeking teammates with out-of-the-box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo.
• Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge.
• Excellent communication skills, including strong verbal, written, listening, and presentation capabilities.
• Broad understanding of treasury management products and industry trends, with the ability to translate client needs into actionable insights.
• Strong interpersonal skills and the ability to build effective relationships with clients and internal partners.
• Critical-thinking and analytical capability, with the ability to assess client opportunities, interpret data, and prepare for client engagements; strong attention to detail is essential.
• Ability to operate independently in a fast-paced environment, managing multiple priorities and deadlines with discipline and professionalism.
• Exceptional organizational, time management, and prioritization skills.
• High proficiency in Microsoft Excel, Word, and PowerPoint.
• Strong business and financial acumen.
• Proven ability to foster collaboration within the core deal team, across partners, and to build genuine rapport with client contacts.
• Sound risk management judgment, balancing client needs with internal requirements and risk frameworks.
• Ability to work both independently and as a collaborative team member, proactively engaging partners to drive outcomes.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Holds a Certified Treasury Professional certification or equivalent.
• Experience in the financial services industry and/or corporate treasury.
• Experience prospecting and developing new business.
• Demonstrated drive for career growth and progression, with a strong commitment to personal development.
• Proven performance in a matrixed organization, with the ability to collaborate effectively across multiple stakeholder groups.
• Intrinsic motivation to continuously improve processes, enhance efficiency, and expand one’s technical and industry knowledge.
• Experience in corporate treasury or prior Treasury Sales (TSA/TSO) experience, ideally supporting large, global clients.
• Additional language skills desired.

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

Schedule

1st shift (United States of America), 40 hours per week.