Treasury Sales Associate – Global Payment Solutions, Middle Market

Jobtailor; Oregon (WI); On-site; USD 70,000 - 110,000; Full time

Job summary

Jobtailor is seeking a Treasury Sales professional to support end-to-end treasury sales for the General Industries–Middle Market team in the United States. You will help grow revenue domestically and internationally through strategic client research, pre-call planning, and coordinated onboarding with AML teams.

The role requires strong financial acumen, client management skills, and experience in B2B banking. Travel up to 5% may be needed to meet clients and advance opportunities.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Two to five years of banking experience in sales, operations, compliance, or product management.
• Certified Treasury Professional certification.
• Experience with treasury management or corporate banking products.

Responsibilities

• 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.
• Coordinate KYC onboarding for new legal entities with AML and onboarding teams.
• Assist with the Client Management Process, including planning, calling efforts, meetings, delivery, follow-up, revenue, and pathway tracking.
• Create proposals and pitchbooks for pre-call planning.
• Complete price and cost-benefit analysis models and support non-standard pricing.
• Partner with Product Specialists and support teams 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

Treasury management

Corporate banking

B2B sales

KYC onboarding

Client relationship management

Financial analysis

Pricing models

Microsoft Office

Education

Bachelor’s degree or equivalent work experience

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
• Coordinate KYC onboarding for new legal entities with AML and onboarding teams
• Assist with the Client Management Process, including planning, calling efforts, meetings, delivery, follow-up, revenue, and pathway tracking
• Create proposals and pitchbooks for pre-call planning
• Complete price and cost-benefit analysis models and support non-standard pricing
• Partner with Product Specialists and support teams 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
• Ability to travel up to 5%
• Strong business and financial acumen
• Effective problem solving and trend/opportunity analysis
• Risk management and client-meeting preparation skills
• Strong client relationship, communication, and collaboration skills
• Proactive mindset and effective time management
• Results-driven mindset with prioritization of client and team interests
• Strong computer application skills, including Microsoft Office
• Bachelor’s degree or equivalent work experience
• Certified Treasury Professional certification or equivalent (desired)
• Two or more years of B2B sales and/or client service experience in a financial services environment (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)

Core Competencies

Demonstrates expertise in treasury management and corporate banking, with a strong focus on client relationship management, revenue growth strategies, and financial analysis. Proficient in coordinating KYC onboarding and managing client interactions to enhance service delivery and profitability.

Highest-signal resume keywords

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

Hard Skills

• Financial Acumen
• Problem Solving
• Trend Analysis
• Risk Management
• Cost-Benefit Analysis
• Sales Data Management
• Proposal Creation
• Client Onboarding
• Pricing Models
• Cash Management Knowledge

Soft Skills

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

Certifications & Qualifications

• Certified Treasury Professional

Industry Keywords

• Corporate Banking
• Global Payments
• Treasury Sales
• B2B Sales
• Client Management Process

Tools & Technologies

• Microsoft Office