Treasury Sales Associate I - Global Payment Solutions - Middle Market
About The Position
The Treasury Sales Associate I supports Treasury Sales Officers on the Middle Market Team throughout the end-to-end treasury sales process, helping develop strategies to grow domestic and international revenue. The role coordinates research and pre-call planning, maintains accurate sales data, and provides client and portfolio analysis covering profitability, revenue performance, product usage, balance trends, and variance analysis. It also supports client onboarding and readiness, including coordinating KYC onboarding for new legal entities, and assists with the Client Management Process, from planning and meeting preparation through follow-up and revenue tracking. The associate conducts industry, client, and prospect research; develops proposals and pitchbooks; prepares pricing and cost-benefit analyses; and partners with product specialists and other internal teams to deepen client relationships and identify revenue opportunities. The role supports implementation, onboarding, and client training; participates in in-person client calls and occasional direct sales opportunities; helps address escalated service issues; prepares client-meeting materials; and completes card agreements and gathers documentation for implementation.
Requirements
- At least one year of treasury management or corporate banking experience, or successful completion of a training program.
- Ability to travel up to 5%.
- Strong business and financial acumen for problem-solving, trend and opportunity analysis, risk management, and client-meeting preparation.
- Ability to build strong client relationships through effective communication and collaboration.
- Proactive mindset and effective time-management skills.
- Results-driven approach that prioritizes client and team interests.
- Strong computer application skills, including Microsoft Office.
- Bachelor’s degree or equivalent work experience.
Nice To Haves
- Two or more years of B2B sales and/or client service experience in a financial services environment.
- Certified Treasury Professional certification or equivalent.
- Experience prospecting and developing new business.
- Knowledge of U.S. or international cash management products.
- Prior experience in Global Payments, Treasury Management, or Corporate Banking.
- Two to five years of relevant banking experience across sales, operations, compliance, and/or product management.
- Demonstrated ability to identify, develop, and support new business opportunities through proactive client engagement and solution alignment.
- Working knowledge of U.S. and global treasury management products, services, and industry trends.
- Proven experience prospecting and developing new business.
Responsibilities
- Support the end-to-end treasury sales process for Treasury Sales Officers on the Middle Market Team and help develop domestic and international revenue-growth strategies.
- Coordinate industry, prospect, and client research with internal partners to support pre-call planning.
- Maintain accurate and complete sales data across core systems, including deal pipeline, client plans, call reports, pricing, rates, sales pathways, and profitability reporting.
- Produce and support client- and portfolio-level analysis, including profitability, revenue performance, product usage, balance trends, and variance analysis.
- Partner with AML and onboarding teams to facilitate client readiness, including coordinating KYC onboarding for new legal entities as needed.
- Assist with the Client Management Process, including client planning, calling efforts, meeting preparation and delivery, follow-up, and revenue and pathway tracking.
- Conduct industry, client, and prospect research and develop strategies, proposals, and pitchbooks for pre-call planning.
- Complete price and cost-benefit analyses to support pricing strategies, including non-standard pricing in partnership with Treasury Sales Officers.
- Partner with Product Specialists and support partners to develop revenue-growth strategies and deepen existing relationships.
- Support clients through implementation, onboarding, and training.
- Participate in in-person client calls and ad hoc direct sales opportunities with Treasury Sales Officers.
- Ensure escalated service issues are managed with appropriate resources.
- Prepare analysis and presentation materials for client meetings.
- Complete card agreements and gather documentation from bank teams for submission for implementation.
Benefits
- Industry-leading benefits.
- Access to paid time off.
- Resources and support for employees.
- Eligibility to participate in the annual discretionary incentive plan.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
