TMS 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

• Collaborate with the Treasury Management Sales Officer (TMSO) 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
• Work with the TMSO’s 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

Job Qualifications/Requirements

Preferred Language Requirements

• English written and verbal
• Korean written and verbal

Education/Credentials

• Bachelor's Degree in business administration or finance

Prior Experience

• Three+ years’ relevant banking and treasury experience

Technical Skills

• 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
• 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

The salary range for this full-time position is $100,000.00 - $130,000.00 annually + bonus + benefits

Salary ranges are determined based on qualifications, level, and location.

Exact compensation may vary based on your skills and experience.

Bank of Hope is an equal employment opportunity employer and does not discriminate on the basis of race, color, gender, religion, age, sexual orientation, genetic information, national or ethnic origin, disability, marital status, veteran status or any other basis protected by federal, state, or local law.