TMS 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

• 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.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.