Strategic Treasury Solutions Sales Associate

Bank of Hope; New York (NY); On-site; USD 100,000 - 130,000; Full time

Job summary

Bank of Hope seeks a Treasury Solutions Associate to support the Treasury Management Sales Officer in crafting client proposals, performing cost-benefit analyses, and developing competitive pricing and profitability models.

You will assist with relationship review materials, pitch books, and account plans, while deepening your understanding of clients’ cash management structures and objectives. Collaboration with product partners will drive comprehensive Treasury solutions.

Qualifications

• Bachelor's degree in business administration, finance, or related field.

Responsibilities

• Collaborate with Treasury Management Sales Officer on client proposals and profitability models.
• Assist with client call preparation by creating relationship review materials, pitch books, and account plans.
• 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 and market.
• Work with the TMSO 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.

Skills

Time management

Organizational skills

Planning skills

Verbal communication

Written communication

Treasury solutions knowledge

Pricing & billing understanding

Microsoft Office

PowerPoint

Excel

Word

Sales experience

Portfolio management

Relationship management

Qualitative skills

Quantitative skills

Education

Bachelor's Degree in business administration or finance

Tools

Microsoft Office

PowerPoint

Excel

Word

Job description

Bank of Hope seeks a Treasury Solutions Associate to support the Treasury Management Sales Officer in crafting client proposals, performing cost-benefit analyses, and developing competitive pricing and profitability models.

You will assist with relationship review materials, pitch books, and account plans, while deepening your understanding of clients’ cash management structures and objectives. Collaboration with product partners will drive comprehensive Treasury solutions.