Treasury Sales Associate I: Client Growth & Analysis

Jobtailor; Miami (FL); On-site; USD 85,000 - 130,000; Full time

Job summary

Jobtailor is seeking a Treasury Sales Support professional to assist Treasury Sales Officers in delivering end-to-end treasury solutions for financial institutions and government teams. You will research prospects for pre-call planning, maintain accurate sales data, and help produce profitability analyses to guide pricing decisions.

The role requires strong financial acumen, client relationship skills, and collaboration with AML/onboarding and product teams to drive revenue and client

Qualifications

• Minimum of one year of treasury management/corporate banking experience or successful completion of a training program.
• Ability to travel up to 5%
• Bachelor’s degree or equivalent work experience
• Two or more years of B2B sales and/or client service experience in a financial services environment
• Knowledge of U.S. or international cash management products
• Two to five years of relevant banking experience across sales, operations, compliance, and/or product management
• Strong communication and collaboration skills
• Strong business and financial acumen

Responsibilities

• Support the end-to-end treasury sales process for Treasury Sales Officers serving financial institutions and government teams.
• Serve as a client-facing resource for non-bank financial institutions
• 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, meetings, follow-up, revenue, and pathway tracking
• Conduct research to develop strategies, proposals, and pitchbooks
• Complete price and cost-benefit analysis models and develop pricing strategies
• Partner with Product Specialists and support teams to grow revenue and deepen relationships
• Support implementation, client onboarding, and training activities
• Manage sales pathways, call reporting, and profitability reporting
• Participate in in-person calling activities and ad-hoc direct sales opportunities with Treasury Sales Officers

Skills

Treasury management experience

Client relationship management

Financial analysis

B2B sales experience

Risk management

Effective communication

Time management

Proactive mindset

Results-driven

Education

Bachelor’s degree or equivalent work experience

Tools

Microsoft Office

Job description

Jobtailor is seeking a Treasury Sales Support professional to assist Treasury Sales Officers in delivering end-to-end treasury solutions for financial institutions and government teams. You will research prospects for pre-call planning, maintain accurate sales data, and help produce profitability analyses to guide pricing decisions.

The role requires strong financial acumen, client relationship skills, and collaboration with AML/onboarding and product teams to drive revenue and client