Treasury Sales Associate I – Global Payment Solutions, FIG, Paytech

Jobtailor; Illinois; On-site; USD 90,000 - 145,000; Full time

Job summary

Jobtailor is seeking an experienced treasury sales professional to support end-to-end processes for treasury sales officers. You will develop revenue growth strategies domestically and internationally and serve as a client-facing resource for non-bank financial institutions.

Responsibilities include research, pre-call planning, data maintenance, profitability analyses, KYC onboarding, and supporting pricing and implementations. Travel and strong banking knowledge preferred.

Qualifications

• 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 relationship, communication, and collaboration abilities
• 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)
• 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

Responsibilities

• Support the end-to-end treasury sales process for Treasury Sales Officers serving the Paytech client segment
• Develop strategies to grow revenue domestically and internationally
• Serve as a client-facing resource for non-bank financial institutions
• Coordinate industry, prospect, and client research and support 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
• Coordinate with AML and onboarding teams to facilitate client readiness and KYC onboarding
• Assist with the Client Management Process, including planning, due diligence calling, meetings, follow-up, and revenue tracking
• Conduct research and create 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 client calling 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

B2B sales

Cash management knowledge

Education

Bachelor's degree

Certified Treasury Professional

Tools

Microsoft Office

Job description

• Support the end-to-end treasury sales process for Treasury Sales Officers serving the Paytech client segment
• Develop strategies to grow revenue domestically and internationally
• Serve as a client-facing resource for non-bank financial institutions
• Coordinate industry, prospect, and client research and support 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
• Coordinate with AML and onboarding teams to facilitate client readiness and KYC onboarding
• Assist with the Client Management Process, including planning, due diligence calling, meetings, follow-up, and revenue tracking
• Conduct research and create 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 client calling 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
• Risk management and preparation for client meetings
• Strong client relationship, communication, and collaboration abilities
• 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

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 client onboarding, KYC processes, and conducting market research to support sales initiatives.

Highest-signal resume keywords

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

Hard Skills

• Financial Acumen
• Problem Solving
• Trend Analysis
• Risk Management
• Cost-Benefit Analysis
• Sales Data Management
• Client Profitability Analysis
• Proposal Development
• Pricing Strategy
• KYC Onboarding

Soft Skills

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

Certifications & Qualifications

• Certified Treasury Professional

Industry Keywords

• Corporate Banking
• Treasury Sales
• Cash Management Products
• Global Payments
• Financial Services

Tools & Technologies

• Microsoft Office