Treasury Sales Associate – Global Payment Solutions

Jobtailor; Seattle (WA); On-site; USD 90,000 - 140,000; Full time

Job summary

Jobtailor seeks a Treasury Sales professional to drive revenue growth, manage client onboarding, and collaborate with product and AML teams. The role requires strong treasury knowledge, B2B sales experience, and excellent analytical skills.

Travel up to 5% is anticipated and extensive coordination with internal teams will be essential. The ideal candidate will show proficiency in cash management products, pricing strategies, and client relationship development within corporate banking.

Qualifications

• Requires at least 1 year in treasury management or corporate banking
• Travel up to 5%
• Strong business and financial acumen
• Effective problem solving and trend analysis
• Risk management skills
• Excellent communication and collaboration skills
• Proactive mindset and time management
• Results-driven
• Two+ years of B2B sales/client service in financial services (desired)
• Bachelor’s degree or equivalent (desired)
• Experience with cash management products (desired)
• Experience in Global Payments/treasury/corporate banking (preferred)
• 2–5 years in banking across sales/ops/compliance/product (desired)
• Knowledge of U.S. and global treasury products and trends

Responsibilities

• Support end-to-end treasury sales process for Treasury Sales Officers
• Develop strategies to grow revenue domestically and internationally
• Coordinate research for pre-call planning
• Maintain sales data across pipelines and reports
• Produce profitability and revenue analyses
• Partner with AML and onboarding for KYC readiness
• Coordinate Client Management Process and revenue tracking
• Create strategies, proposals and pitchbooks
• Perform price and cost-benefit analyses for non-standard pricing
• Collaborate with Product Specialists to grow revenue
• Support implementation and onboarding activities
• Participate in in-person calling and ad-hoc opportunities
• Manage escalated service issues with resources
• Prepare materials for client meetings
• Complete card agreements and gather implementation docs

Skills

Treasury management experience

B2B sales experience

Financial analysis

Client relationship management

KYC onboarding

Pricing strategy

Problem solving

Trend analysis

Microsoft Office

Sales data management

Education

Bachelor’s degree or equivalent

Certified Treasury Professional

Tools

Microsoft Office

Job description

• Support the end-to-end treasury sales process for Treasury Sales Officers on the General Industries – Middle Market team
• Develop strategies to grow revenue domestically and internationally
• 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-level profitability, revenue, product usage, balance trend, and variance analyses
• Partner with AML and onboarding teams to facilitate client readiness and KYC onboarding
• Coordinate the Client Management Process, including planning, calling efforts, meeting preparation, delivery, follow-up, and revenue/pathway tracking
• Conduct research and create strategies, proposals, and pitchbooks
• 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 calling activities 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
• Ability to travel up to 5%
• Strong business and financial acumen
• Effective problem solving and trend/opportunity analysis
• Risk management skills
• Strong communication and collaboration skills
• Proactive mindset and effective time management
• Results-driven mindset
• 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 (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

Core Competencies

Demonstrates expertise in treasury management and corporate banking, with a strong focus on revenue growth strategies, client onboarding, and effective communication. Proficient in financial analysis, risk management, and client relationship development within the financial services sector.

Highest-signal resume keywords

• Treasury Management Experience
• B2B Sales Experience
• Certified Treasury Professional
• Financial Analysis Skills
• Client Relationship Management

Hard Skills

• Financial Acumen
• Problem Solving
• Trend Analysis
• Cost-Benefit Analysis
• Sales Data Management
• KYC Onboarding
• Pricing Strategies
• Client Profitability Analysis
• Proposal Development
• Microsoft Office

Soft Skills

• Effective Communication
• Collaboration Skills
• Proactive Mindset
• Time Management
• Results-Driven

Certifications & Qualifications

• Certified Treasury Professional

Industry Keywords

• Corporate Banking
• Treasury Sales
• Cash Management Products
• Global Payments
• Financial Services
• Client Management Process
• Revenue Growth Strategies
• Sales Pipeline Management
• Client Onboarding
• Risk Management