Treasury Management Sales Associate I, Banking & Treasury Solutions
Overview
The role supports Treasury Management Officers in sales, pricing, portfolio management, and administrative duties at scale within a commercial banking environment. You will engage with local and regional teams, contribute to pricing analyses, and help develop treasury management solutions for clients. This position provides exposure to relationship management and solution development, with opportunities to grow within Treasury Management and Commercial Banking. You will work on cross-functional collaboration to deliver an exceptional client experience.
What You'll Do9
- 1Build pricing proformas and profitability analyses to support opportunities
- 2Coordinate portfolio management activities and revenue enhancement opportunities
- 3Assist with proposals and RFP processes from intake to submission
- 4Collaborate with internal partners to develop and execute treasury management solutions
- 5Maintain sales pipeline and tracking reports for ongoing opportunities
- 6Support implementation follow-up, service requests, and issue resolution
- 7Contribute to process improvement initiatives and documentation maintenance
- 8Participate in internal sales strategy discussions and team meetings
- 9Work with cross-functional partners to deliver an exceptional client experience
Requirements7
- 1Minimum 2 years of banking or treasury management related experience
- 2Strong verbal and written communication skills
- 3Analytical, organizational, and problem-solving abilities
- 4Ability to manage multiple priorities and deadlines in a fast-paced environment
- 5Demonstrated initiative and ability to work independently while collaborating across teams
- 6Proficiency in Microsoft Word, Excel, and PowerPoint
- 7Experience supporting sales processes, pricing, proposals, RFPs, or portfolio management preferred
Salary Insight
$28k per year
Location
Required Skills
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