TMS Sales Associate

Bank of Hope•New York, NY

1d•$100,000 - $130,000•Onsite

About The Position

The TMS Sales Associate will collaborate with the Treasury Management Sales Officer (TMSO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing, and run profitability models. This role involves assisting with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research. The associate will develop an understanding of clients' Treasury cash management structure and objectives, coordinate with product partners to develop comprehensive Treasury solutions, and understand competitors’ products and positioning. The role also includes working with TMSOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately, and collaborating with internal partners to ensure successful implementation, product ramp-up, and accurate pricing and billing.

Requirements

Bachelor's Degree in business administration or finance
Three+ years’ relevant banking and treasury experience
Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
Superior verbal and written communication skills with the ability to mobilize internal networks and resources
Ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures
Proficiency in Microsoft Office (PowerPoint, Excel and Word)
Ambition to develop into an individual sales contributor
Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutions
Sales, portfolio management or relationship management experience
Qualitative and quantitative skills

Nice To Haves

Korean written and verbal

Responsibilities

Collaborate with the Treasury Management Sales Officer (TMSO) on client proposals to identify appropriate Treasury solutions, perform cost and 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 understanding of 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 the TMSO’s throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately
Collaborate with internal partners to ensure successful implementation, product ramp-up and accurate pricing and billing