Treasury Sales Associate: Revenue Growth & Onboarding

Jobtailor; Seattle (WA); On-site; USD 90,000 - 140,000; Full time

Job summary

Jobtailor seeks a Treasury Sales professional to drive revenue growth, manage client onboarding, and collaborate with product and AML teams. The role requires strong treasury knowledge, B2B sales experience, and excellent analytical skills.

Travel up to 5% is anticipated and extensive coordination with internal teams will be essential. The ideal candidate will show proficiency in cash management products, pricing strategies, and client relationship development within corporate banking.

Qualifications

• Requires at least 1 year in treasury management or corporate banking
• Travel up to 5%
• Strong business and financial acumen
• Effective problem solving and trend analysis
• Risk management skills
• Excellent communication and collaboration skills
• Proactive mindset and time management
• Results-driven
• Two+ years of B2B sales/client service in financial services (desired)
• Bachelor’s degree or equivalent (desired)
• Experience with cash management products (desired)
• Experience in Global Payments/treasury/corporate banking (preferred)
• 2–5 years in banking across sales/ops/compliance/product (desired)
• Knowledge of U.S. and global treasury products and trends

Responsibilities

• Support end-to-end treasury sales process for Treasury Sales Officers
• Develop strategies to grow revenue domestically and internationally
• Coordinate research for pre-call planning
• Maintain sales data across pipelines and reports
• Produce profitability and revenue analyses
• Partner with AML and onboarding for KYC readiness
• Coordinate Client Management Process and revenue tracking
• Create strategies, proposals and pitchbooks
• Perform price and cost-benefit analyses for non-standard pricing
• Collaborate with Product Specialists to grow revenue
• Support implementation and onboarding activities
• Participate in in-person calling and ad-hoc opportunities
• Manage escalated service issues with resources
• Prepare materials for client meetings
• Complete card agreements and gather implementation docs

Skills

Treasury management experience

B2B sales experience

Financial analysis

Client relationship management

KYC onboarding

Pricing strategy

Problem solving

Trend analysis

Microsoft Office

Sales data management

Education

Bachelor’s degree or equivalent

Certified Treasury Professional

Tools

Microsoft Office

Job description

Jobtailor seeks a Treasury Sales professional to drive revenue growth, manage client onboarding, and collaborate with product and AML teams. The role requires strong treasury knowledge, B2B sales experience, and excellent analytical skills.

Travel up to 5% is anticipated and extensive coordination with internal teams will be essential. The ideal candidate will show proficiency in cash management products, pricing strategies, and client relationship development within corporate banking.