Treasury Sales Associate I – Global Payment Solutions

Jobtailor; Woodbridge Township (NJ); On-site; USD 90,000 - 150,000; Full time

Job summary

Jobtailor is seeking a treasury sales professional to support the end-to-end sales process for the Middle Market Team from its New Jersey office. The role emphasizes revenue growth, client relationship management, and rigorous financial analysis.

The candidate will coordinate KYC onboarding, run pre-call research, and prepare strategy proposals and pitchbooks for client meetings. Travel up to 5% is expected.

Qualifications

• Minimum of one year treasury management/corporate banking experience or completion of a training program.
• Willingness to travel up to 5%.
• Strong business and financial acumen.
• Two or more years of B2B sales and/or client service experience in financial services (desired).
• Bachelor's degree or equivalent work experience (desired).
• Certified Treasury Professional certification (desired).

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 analysis covering profitability, revenue performance, product usage, balance trends, and variance analysis.
• Coordinate KYC onboarding for new legal entities with AML and onboarding teams.
• Assist with the Client Management Process, including planning, calling efforts, meeting preparation, delivery, follow-up, revenue, and 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 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

Client relationships

Financial analysis

B2B sales

KYC onboarding

Education

Bachelor's degree

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 analysis covering profitability, revenue performance, product usage, balance trends, and variance analysis
• Coordinate KYC onboarding for new legal entities with AML and onboarding teams
• Assist with the Client Management Process, including planning, calling efforts, meeting preparation, delivery, follow-up, revenue, and 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 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 preparation for client meetings
• Strong client relationships through effective communication and collaboration
• Proactive mindset and effective time management
• Results-driven mindset
• Strong computer application skills, including Microsoft Office
• Two or more years of B2B sales and/or client service experience in a financial services environment (desired)
• Bachelor's degree or equivalent work experience (desired)
• Certified Treasury Professional certification or equivalent (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 (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
• Minimum Education Requirement: Bachelor's Degree or Equivalent Work Experience

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 conducting comprehensive market research to support sales efforts.

Highest-signal resume keywords

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

ATS Optimization Keywords

Hard Skills

• Financial Acumen
• Problem Solving
• Trend Analysis
• Cost-Benefit Analysis
• Sales Data Management
• KYC Onboarding
• Revenue Performance Analysis
• Pricing Strategy
• Client Onboarding
• Market Research

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
• Treasury Management
• Financial Services

Tools & Technologies

• Microsoft Office