Strategic Treasury Solutions Sales Associate

Bbcnbank; New York, Northern (NY, KY); Hybrid; USD 100,000 - 130,000; Full time

Job summary

Bank of Hope in New York is seeking a Treasury Solutions Sales Associate to collaborate with the Treasury Management Sales Officer on client proposals, cost-benefit analyses, and profitability models. You will prepare relationship reviews, pitch books, and account plans while researching client needs.

You will coordinate with product partners to tailor comprehensive Treasury solutions, monitor competitors, and support pricing and billing throughout the sales cycle to ensure timely delivery.

Qualifications

• Strong time management and planning abilities in a fast-paced environment.
• Excellent verbal and written communication with internal networks.
• Ability to understand Treasury Solutions products, pricing, and billing.

Responsibilities

• Collaborate with the Treasury Management Sales Officer on client proposals and profitability models.
• Assist with client call preparation by creating relationship review materials and pitch books.
• Develop understanding of clients' Treasury cash management structure and objectives.
• Coordinate with product partners to develop comprehensive Treasury solutions.
• Understand competitors’ products and positioning within the client and market.
• Support pricing, billing, and timely service delivery throughout the sales cycle.

Skills

Time management

Organizational skills

Planning skills

Multitasking

Verbal communication

Written communication

Relationship mobilization

Qualitative analysis

Quantitative skills

Education

Bachelor's Degree in business administration or finance

Tools

Microsoft PowerPoint

Microsoft Excel

Microsoft Word

Job description

Bank of Hope in New York is seeking a Treasury Solutions Sales Associate to collaborate with the Treasury Management Sales Officer on client proposals, cost-benefit analyses, and profitability models. You will prepare relationship reviews, pitch books, and account plans while researching client needs.

You will coordinate with product partners to tailor comprehensive Treasury solutions, monitor competitors, and support pricing and billing throughout the sales cycle to ensure timely delivery.