Treasury Sales Associate

Jobtailor; California (MO); On-site; USD 90,000 - 140,000; Full time

Job summary

Jobtailor is seeking a treasury sales-focused professional to drive end-to-end client relationships and revenue growth for corporate banking products. You will coordinate research, KYC onboarding, and client management while delivering analyses and strategic proposals.

The role emphasizes B2B sales, cross-functional collaboration, and hands-on support from onboarding to implementation, with in-person client engagement and ongoing data management.

Qualifications

• Minimum of one year of treasury management/corporate banking experience or training.
• Strong business and financial acumen.
• Effective problem solving, trend and opportunity analysis, risk management, and client meeting preparation.
• Strong client relationship-building through communication and collaboration.
• Proactive mindset and effective time management.
• Results-driven mindset prioritizing client and team interests.
• Strong computer application skills, including Microsoft Office.
• Two or more years of B2B sales and/or client service experience in financial services (desired).
• Bachelor's degree or equivalent work experience (desired).
• Certified Treasury Professional certification or equivalent (desired).
• Experience prospecting and developing new business (desired).
• Knowledge of U.S. or international cash management products (desired).
• Prior experience in Global Payments, Treasury Management, or Corporate Banking (strongly preferred).
• Two to five years of relevant banking experience across sales, operations, compliance, and/or product management (desired).
• Working knowledge of U.S. and global treasury management products, services, and industry trends
• Must comply with applicable FDIC and Safe Act/Loan Originators hiring restrictions

Responsibilities

• Facilitate direct end-to-end relationships with one or more Treasury Sales Officers
• Support treasury sales processes for the Middle Market Technology Team and strategies to grow domestic and international revenue
• Coordinate industry, prospect, and client research for pre-call planning
• Maintain accurate sales data across deal pipelines, client plans, call reports, pricing, and rates
• Produce client and portfolio analyses covering profitability, revenue performance, product usage, balance trends, and variance analysis
• Coordinate KYC onboarding for new legal entities with AML and onboarding teams
• Coordinate the Client Management Process, including planning, client calling, team meeting preparation, delivery, follow-up, revenue, and pathway tracking
• Develop strategies, proposals, and pitchbooks through industry, client, and prospect research
• Complete price and cost-benefit analysis models and support non-standard pricing
• Partner with Product Specialists and support partners to grow revenue and deepen relationships
• Support implementation, client onboarding, and training activities
• Participate in in-person client calling and ad-hoc direct sales opportunities
• Manage escalated service issues with appropriate resources
• Prepare analysis and presentation materials for client meetings
• Complete card agreements and gather documentation for implementation

Skills

Client Relationship-Building

Financial Acumen

B2B Sales

Problem Solving

Data Analysis

Education

Bachelor's degree or equivalent

Certified Treasury Professional

Tools

Microsoft Office

Job description

• Facilitate direct end-to-end relationships with one or more Treasury Sales Officers
• Support treasury sales processes for the Middle Market Technology Team and strategies to grow domestic and international revenue
• Coordinate industry, prospect, and client research for pre-call planning
• Maintain accurate sales data across deal pipelines, client plans, call reports, pricing, and rates
• Produce client and portfolio analyses covering profitability, revenue performance, product usage, balance trends, and variance analysis
• Coordinate KYC onboarding for new legal entities with AML and onboarding teams
• Coordinate the Client Management Process, including planning, client calling, team meeting preparation, delivery, follow-up, revenue, and pathway tracking
• Develop strategies, proposals, and pitchbooks through industry, client, and prospect research
• Complete price and cost-benefit analysis models and support non-standard pricing
• Partner with Product Specialists and support partners to grow revenue and deepen relationships
• Support implementation, client onboarding, and training activities
• Participate in in-person client calling and ad-hoc direct sales opportunities
• Manage escalated service issues with appropriate resources
• Prepare analysis and presentation materials for client meetings
• Complete card agreements and gather documentation for implementation

Requirements

• Minimum of one year of treasury management/corporate banking experience or successful completion of a training program
• Strong business and financial acumen
• Effective problem solving, trend and opportunity analysis, risk management, and client meeting preparation
• Strong client relationship-building through communication and collaboration
• Proactive mindset and effective time management
• Results-driven mindset prioritizing client and team interests
• Strong computer application skills, including Microsoft Office
• Two or more years of B2B sales and/or client service experience in a financial services environment (desired)
• Bachelor's degree or equivalent work experience (desired)
• Certified Treasury Professional certification or equivalent (desired)
• Experience prospecting and developing new business (desired)
• Knowledge of U.S. or international cash management products (desired)
• Prior experience in Global Payments, Treasury Management, or Corporate Banking (strongly preferred)
• Two to five years of relevant banking experience across sales, operations, compliance, and/or product management (desired)
• Working knowledge of U.S. and global treasury management products, services, and industry trends
• Must comply with applicable FDIC and Safe Act/Loan Originators hiring restrictions

Core Competencies

Demonstrates strong business and financial acumen with expertise in treasury management and corporate banking. Proficient in client relationship-building, problem-solving, and data analysis to support revenue growth and client satisfaction.

Highest-signal resume keywords

• Treasury Management Experience
• Client Relationship-Building
• Financial Acumen
• B2B Sales Experience
• Certified Treasury Professional

Hard Skills

• Data Analysis
• Cost-Benefit Analysis
• KYC Onboarding
• Pricing Models
• Client Portfolio Analysis
• Sales Data Management
• Trend Analysis
• Risk Management
• Proposal Development
• Client Meeting Preparation

Soft Skills

• Effective Problem Solving
• Proactive Mindset
• Time Management
• Collaboration
• Communication

Certifications & Qualifications

• Certified Treasury Professional

Industry Keywords

• Corporate Banking
• Global Payments
• Cash Management Products
• Financial Services
• Client Management Process
• Sales Processes
• Revenue Performance
• U.S. Treasury Management
• International Treasury Management
• FDIC Compliance

Tools & Technologies

• Microsoft Office