Treasury Sales Associate - Global Payment Solutions – Middle Market

Responsibilities

• Supports end-to-end treasury sales process for Treasury Sales Officers on the General Industries – Middle Market team.
• Leverages internal partners and resources to coordinate industry, prospect, and client research, supporting high-quality pre-call planning for TSOs and product partners.
• 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, INCLUDING COORDINATION OF KYC ONBOARDING FOR NEW LEGAL ENTITIES AS REQUIRED.
• ASSISTS WITH COORDINATING THE CLIENT MANAGEMENT PROCESS (CMP), INCLUDING CLIENT PLANNING, CLIENT CALLING EFFORTS, CLIENT TEAM MEETING PREPARATION, DELIVERY, AND FOLLOW-UP, AND REVENUE AND 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, WHICH INCLUDES WORKING WITH THE TREASURY SALES OFFICER 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.
• ENSURE ESCALATED SERVICE ISSUES ARE PROPERLY MANAGED WITH THE RIGHT RESOURCES.
• PREPARES ANALYSIS AND PRESENTATION MATERIALS FOR ALL CLIENT MEETINGS.
• COMPLETES CARD AGREEMENTS AND GATHER DOCUMENTATION FROM VARIOUS AREAS OF THE BANK IN ORDER TO SUBMIT FOR IMPLEMENTATION.

Required Qualifications

• 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.
• Bachelor’s degree or equivalent work experience.
• 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

Minimum Education Requirement

• Bachelor’s Degree or Equivalent Work Experience

Shift

• 1st shift (United States of America)
• Hours Per Week: 40