Treasury Sales Associate I – Global Payment Solutions

Jobtailor; United States; On-site; USD 90,000 - 150,000; Full time

Job summary

Jobtailor seeks an experienced treasury sales professional to support end-to-end processes for Treasury Sales Officers on the Middle Market Team, and to develop strategies to grow revenue domestically and internationally.

You will coordinate research for pre-call planning, maintain deal pipelines and client plans, produce profitability analyses, and partner with AML/onboarding teams to drive client readiness and pricing initiatives.

Qualifications

• Minimum of one year of treasury management/corporate banking experience or completed training program.
• Ability to travel up to 5%.
• Strong business and financial acumen.
• Effective problem-solving and trend/opportunity analysis skills.
• KYC onboarding knowledge and client meeting preparation.
• Experience prospecting and developing new business.
• 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.

Responsibilities

• Support the end-to-end treasury sales process for Treasury Sales Officers on the 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 pipeline, 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.
• Assist with Client Management Process 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 teams 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 acumen

Problem-solving

Time management

Collaboration

Proactive mindset

Results-driven

Communication

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 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 pipeline, 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
Assist with Client Management Process 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 teams 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

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 skills
• 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
• 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 desired
• Working knowledge of U.S. and global treasury management products, services, and industry trends

Core Competencies

Demonstrates strong business and financial acumen with expertise in treasury management and corporate banking. Proficient in client relationship management, problem-solving, and effective communication to drive revenue growth and client satisfaction.

Highest-signal resume keywords

• Treasury Management Experience
• Client Relationship Management
• Financial Acumen
• Certified Treasury Professional
• U.S. Cash Management Products Knowledge

Hard Skills

• Revenue Growth Strategies
• Cost-Benefit Analysis
• Sales Data Management
• Trend Analysis
• KYC Onboarding
• Client Profitability Analysis
• Proposal Development
• Pricing Models
• Escalated Service Issue Management
• Banking Compliance Knowledge

Soft Skills

• Effective Problem-Solving
• Collaboration Skills
• Proactive Mindset
• Time Management
• Results-Driven Approach

Certifications & Qualifications

• Certified Treasury Professional

Industry Keywords

• Corporate Banking
• Global Payments
• Treasury Management
• Cash Management Products
• Client Management Process

Tools & Technologies

• Microsoft Office