Treasury Services Sales Associate - Commercial Banking

Commercial Banking Treasury Services

Treasury Services delivers cash management, liquidity and commercial card solutions that resolve the working capital and efficiency challenges treasury professionals face today. Our platform is recognized as among the best in the industry, and we are committed to investing in a seamless, global operating model that differentiates us in the market. As a leading provider of global treasury management services, we offer innovative ways to save time and money, keep pace with our changing industry and deliver a full range of solutions to help clients achieve their Treasury objectives.

The Role

The Treasury Services Associate is an integral coverage team member who contributes to new sales targets and achieving portfolio growth objectives. The position is part of a three year development plan designed for a progression of job functions. As a member of the team, the Associate plays an integral part to help gain, manage and maintain the relationships.

This role allows an individual to develop skills over time for a successful career within the firm and to pursue more senior roles within the Treasury Solutions such as a TMO position.

Primary responsibilities include:

• Work with the TMO on client proposals to identify appropriate Treasury solutions, perform cost/benefit analysis, competitive pricing and run profitability models
• Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research
• Develop an understand clients' Treasury cash management structure and objectives
• Coordinate with product partners to develop comprehensive Treasury solutions
• Develop and understand competitors' products and positioning within the client & market
• Work with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately
• Coordinate with internal partners to ensure successful implementation, product ramp-up and accurate pricing/billing

Qualifications:

• Bachelor's Degree required
• Minimum of 3 of relevant banking and treasury experience
• Strong interest in working with experienced Treasury partners in order to recognize a client's cash flow needs and apply appropriate banking solutions
• Demonstrates the ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures
• Strong drive/ambition to develop into an individual contributor salesperson
• Superior verbal and written communication skills with the ability to mobilize internal networks and resources
• Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
• Highly proficient in Microsoft Office (PowerPoint, Excel and Word) and superior analytical and quantitative skills