About The Position

A Liquidity Associate partners with Commercial Bank sales teams to deliver account structuring and cash management solutions to clients. The role includes subject matter expertise, sales management, and portfolio management.

Requirements

  • 3+ years of experience in treasury sales, relationship management, liquidity product and/or investment management
  • Proven ability to simultaneously manage multiple, complex deliverables
  • Strong quantitative and qualitative analytical skills - specifically, the ability to distill complex topics into concise verbal and written presentations
  • Teamwork oriented working with cross-functional partners in a dynamic environment
  • Proficiency in Microsoft Office Suite and emerging AI tools

Responsibilities

  • Supports team members to ensure deliverables meet customer requirements and provide value
  • Participates in strategic initiatives and coordinates on projects that contribute to the definition and configuration of our product offerings and capabilities
  • Coordinates with the team to understand and assess current state, data capabilities, and the delivery of strategic solutions
  • Aggregates the data needed to support the construction of pricing proposals and value analysis reports
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