Treasury Management Sales Consultant

BCforward; Texas; Vor Ort; USD 30.000 - 47.000; Vollzeit

Zusammenfassung

BCforward is seeking a Treasury Management Sales Associate I to support treasury management sales efforts in Dallas, TX on a 4-month contract. The role reports to Treasury Management Officers and involves pricing, portfolio management, RFP support, and cross-functional collaboration.

The ideal candidate has at least 2 years in banking or related financial services, strong communication, analytical, and project management skills, plus proficiency in MS Word, Excel, and PowerPoint.

Qualifikationen

• Minimum 2 years of banking, treasury management, commercial banking, sales support, or related financial services experience.
• Strong verbal and written communication skills.
• Strong analytical, organizational, and problem-solving skills.
• Proficiency in Microsoft Word, Excel, and PowerPoint; experience supporting sales processes, pricing, proposals, RFPs, or portfolio management is a plus.

Aufgaben

• Support Treasury Management Officers throughout the sales process and coordinate with local and regional teams.
• Assist pricing activities, including proformas, profitability analysis, pricing models, and submissions.
• Engage in portfolio management activities, relationship reviews, working capital analysis, and cross-sell opportunities.
• Support proposal and RFP processes, including intake review and documentation tracking.
• Coordinate activities across internal partners to support solution development and execution of sales opportunities.
• Maintain sales pipeline reporting, opportunity tracking, and related administrative tasks.
• Assist with implementation follow-up, service requests, issue resolution, and general sales support duties.
• Contribute to process improvement, documentation maintenance, and special projects.
• Participate in internal sales strategy discussions and team meetings.
• Collaborate with cross-functional partners to deliver exceptional client experiences.

Kenntnisse

Verbal & written communication

Analytical thinking

Project management

Multitasking

Independent yet collaborative

MS Office Suite

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Jobbeschreibung

Job Description

BCforward is seeking a highly motivated and experienced Treasury Management Sales Associate I

Position: Treasury Management Sales Associate I

Worksite: 8850 Boedeker Street, Dallas, Texas 75225

Duration: 4-month contract

Pay Rate: $28/Hr. On W2

JOB PROFILE SUMMARY

Sales Associates are part of the Sales Delivery Team and are responsible for supporting Treasury Management Officers with sales, pricing, portfolio management, and administrative activities that support the treasury management sales process. Responsibilities are completed with limited supervision, in a proactive manner, and involve accountability for execution and decision-making. This role provides exposure to treasury management sales, solution development, and relationship management while developing the skills necessary for future career growth opportunities within Treasury Management and Commercial Banking.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Support assigned Treasury Management Officers throughout the sales process and integrate with local and regional teams.
• Support pricing activities, including proformas, profitability analysis, pricing models, approval submissions, and supporting documentation.
• Engage in portfolio management activities, relationship reviews, working capital analysis, and identification of revenue enhancement and cross-sell opportunities.
• Support proposal and RFP processes, including intake review, coordination of responses, stakeholder engagement, tracking deliverables, and submission support.
• Coordinate activities across internal partners to support solution development and execution of sales opportunities.
• Maintain sales pipeline reporting, opportunity tracking, and administrative activities that support Treasury Management sales efforts.
• Assist with implementation follow-up, service requests, issue resolution, and sales support activities.
• Support process improvement initiatives, documentation maintenance, reporting, and special projects.
• Participate in internal sales strategy discussions and team meetings as appropriate.
• Work jointly with cross-functional partners to deliver an exceptional experience for internal and external clients.

MINIMUM KNOWLEDGE & SKILLS REQUIRED

• Minimum 2 years of banking, treasury management, commercial banking, sales support, or related financial services experience.
• Strong verbal and written communication skills.
• Strong analytical, organizational, and problem-solving skills.
• Critical thinking and project management experience.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Demonstrated initiative and ability to work independently while collaborating effectively across teams.
• Proficiency in Microsoft Word, Excel, and PowerPoint.
• Experience supporting sales processes, pricing, proposals, RFPs, or portfolio management activities preferred.

Company Description

About BCforward:

Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally.

BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class place to work.