Treasury Sales Associate I – Global Payment Solutions

Jobtailor; Illinois; On-site; USD 90,000 - 140,000; Full time

Job summary

Jobtailor is seeking a Treasury Sales Support professional to assist Treasury Sales Officers on the Middle Market Team. You will coordinate research, pre-call planning, and pricing strategies to grow revenue domestically and internationally.

The role involves onboarding, KYC coordination, CMP activities, and maintaining sales data integrity across systems. Strong financial acumen and B2B sales experience are required.

Qualifications

• Requires strong business and financial acumen for problem solving and client meetings.
• Experience with pricing strategy development and profitability reporting.

Responsibilities

• Supports end-to-end treasury sales processes for treasury sales officers on the Middle Market Team.
• Coordinates research and pre-call planning to grow revenue domestically and internationally.
• Maintains accuracy and integrity of sales data across core systems and pricing.
• Assists with client onboarding, KYC coordination, CMP activities, and revenue tracking.
• Develops pricing strategies with product partners and supports implementation of client solutions.

Skills

Treasury Management

Client Relationship Management

Financial Analysis

B2B Sales Experience

KYC Onboarding

Education

Bachelor's degree or equivalent work experience

Certified Treasury Professional

Tools

Microsoft Office

Job description

• Supports end to end treasury sales process for Treasury Sales Officers on the Middle Market Team focused on developing strategies to grow revenue domestically and internationally.
• Leverages internal partners and resources to coordinate industry, prospect, and client research, supporting high quality pre call planning for TSOs and product partners.
• Maintains accountability for the accuracy and integrity of sales data across core systems, including deal pipeline, client plans, call reports, pricing, and rates.
• Produces and supports client and portfolio level analysis, including profitability, revenue performance, product usage, balance trends, and variance analysis.
• Partners with AML and onboarding teams to facilitate client readiness, including coordination of KYC onboarding for new legal entities as required.
• Assists with coordinating the Client Management Process (CMP), including client planning, client calling efforts, client team meeting preparation, delivery, and follow-up, and revenue and pathway tracking
• Conducts industry, client, and prospect research to develop strategies and create proposals and pitchbooks for pre-call planning
• Completes price and cost benefit analysis models to develop pricing strategies, which includes working with the Treasury Sales Officer on non-standard pricing
• Partners with Product Specialists and support partners to develop strategies to grow revenue and deepen existing relationships
• Supports clients through implementation, client onboarding, and training activities
• Ensures the accuracy of sales data including managing sales pathways, call reporting, and profitability reporting
• Participates in in-person calling activities and ad-hoc direct sales opportunities with Treasury Sales Officers
• Ensure escalated service issues are properly managed with the right resources
• Prepare analysis and presentation materials for all client meetings
• Complete card agreements and gather documentation from various areas of the bank in order to submit 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%
• Demonstrates strong business and financial acumen enabling effective problem solving, analysis of trends and opportunities, risk management and preparation for client meetings
• Builds strong client relationships through effective communication and collaboration
• Displays a proactive mindset and effective time management
• Demonstrates a results-driven mindset and prioritizes 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
• Bachelor's degree or equivalent work experience
• Holds a Certified Treasury Professional certification or equivalent
• Experience prospecting and developing new business
• Knowledge of U.S. or international cash management products
• 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.
• Demonstrated ability to identify, develop, and support new business opportunities through proactive client engagement and solution alignment.
• 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 client relationship building, financial analysis, and strategic revenue growth. Proficient in managing sales data integrity and conducting comprehensive market research to support business development initiatives.

Highest-signal resume keywords

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

ATS Optimization Keywords

Hard Skills

• Financial Acumen
• Data Analysis
• Pricing Strategy Development
• KYC Onboarding
• Profitability Reporting
• Sales Data Management
• Market Research
• Proposal Development
• Cost Benefit Analysis
• Client Onboarding

Soft Skills

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

Certifications & Qualifications

• Certified Treasury Professional

Industry Keywords

• Corporate Banking
• Global Payments
• Cash Management Products
• Financial Services
• Client Management Process

Tools & Technologies

• Microsoft Office