Treasury Sales Associate – Middle Market Banking – Healthcare, Higher Education, & Nonprofit

Long Description 

Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. 

As a Treasury Sales Associate supporting Middle Market Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives.  The three-year development plan designed for a progression of job functions to develop skills over time for a successful career within the firm and ability to pursue more senior roles within the Treasury Solutions such as a Treasury Management Officer position.  

Job Responsibilities 

• Collaborate with the Treasury Management Officer (TMO) 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 
• Partner with TMOs 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 

Required Qualifications, Capabilities and Skills 

• Bachelor’s Degree 
• Three plus 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 

Preferred Qualifications, Capabilities and Skills 

• 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