DescriptionAre you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Sales Associate in Middle Market Banking - Healthcare, Higher Education & Nonprofit segment, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives. You will participate in a 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, work on and contribute to Requests for Proposals (RFPs)
- Work with TMOs on pricing and profitability models
- 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
- Partner and collaborate with bankers and internal product partners to best serve the client
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
- Team player with demonstrated problem solving skills
- Ability to travel for in person meetings with clients and prospects
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