Treasury Sales Associate: Growth & Client Insights

Jobtailor; Massachusetts; On-site; USD 85,000 - 130,000; Full time

Job summary

Jobtailor is seeking a Treasury Sales professional to support end-to-end treasury sales for officers serving healthcare, higher education, and not-for-profit clients. The role involves growing revenue domestically and internationally, coordinating pre-call research, and maintaining robust sales data for pipeline and pricing.

You will produce client analyses, collaborate with AML/onboarding teams for KYC, and help with client management, proposals, and non-standard pricing.

Qualifications

• Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent.
• Bachelor's degree or equivalent work experience
• Certified Treasury Professional certification or equivalent
• Two to five years of relevant banking experience across sales, operations, compliance, and/or product management

Responsibilities

• Support the end-to-end treasury sales process for Treasury Sales Officers serving Healthcare, Higher Education, and Not For Profit clients.
• Develop strategies to grow revenue domestically and internationally.
• Coordinate industry, prospect, and client research for pre-call planning.
• Maintain accurate sales data across deal pipeline, client plans, call reports, pricing, and rates.
• Produce client and portfolio analysis, including profitability, revenue performance, product usage, balance trends, and variance analysis.
• Partner with AML and onboarding teams to coordinate KYC onboarding and client readiness.
• Assist with the Client Management Process, including planning, calling efforts, meetings, delivery, follow-up, and revenue tracking.
• Create strategies, proposals, and pitchbooks.
• Complete price and cost-benefit analysis models and support non-standard pricing.
• Partner with Product Specialists to grow revenue and deepen relationships.
• Support implementation, client onboarding, and training activities.
• Participate in in-person calling activities and 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

Client relationship management

Financial analysis

Certified Treasury Professional

U.S. cash management

Sales data management

Business development

Risk management

KYC onboarding

Microsoft Office

Education

Bachelor's degree or equivalent work experience

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Office

Job description

Jobtailor is seeking a Treasury Sales professional to support end-to-end treasury sales for officers serving healthcare, higher education, and not-for-profit clients. The role involves growing revenue domestically and internationally, coordinating pre-call research, and maintaining robust sales data for pipeline and pricing.

You will produce client analyses, collaborate with AML/onboarding teams for KYC, and help with client management, proposals, and non-standard pricing.