TMS Sales Associate
About The Position
Collaborate with the Treasury Management Sales Associate (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
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
Responsibilities
- Collaborate with the Treasury Management Sales Associate (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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
1,001-5,000 employees
