Treasury Sales Associate I - Global Payment Solutions - Healthcare, Higher Education and Not for Profit

Responsibilities

• Supports end-to-end treasury sales process for Treasury Sales Officers on the Healthcare, Higher Education Not For Profit 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.
• Pairs 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.
• Pairs 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 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.
  • Buils 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 Not For Profit, Higher Education or Healthcare Banking/Revenue Cycle Experience (a plus).
  • 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.
  • Proven experience prospecting and developing new business.

  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

  • A High School Diploma / GED / Secondary School or equivalent.

  Shift

  • 1st shift (United States of America)

  Hours Per Week

  • 40