A leading financial services firm in Texas is seeking a Treasury Sales Associate to enhance business relationships and drive sales targets within commercial banking. In this role, you will collaborate on proposals, prepare client materials, and manage the sales pipeline while ensuring timely pricing and implementation of Treasury solutions. The ideal candidate will have a Bachelor's Degree and over three years of relevant banking experience, alongside strong communication and organizational skills. Join us to advance your career in a dynamic environment.
Qualifications
Three+ years of relevant banking and treasury experience.
Ability to understand Treasury Solutions products and pricing.
Ambition to develop into an individual sales contributor.
Responsibilities
Collaborate with clients to identify appropriate Treasury solutions.
Assist with client call preparation and research.
Work with the TMO throughout the sales cycle.
Skills
Time management
Organizational skills
Verbal communication
Written communication
Multitasking
Microsoft Office proficiency
Education
Bachelor's Degree
Tools
Microsoft PowerPoint
Microsoft Excel
Microsoft Word
Job description
A leading financial services firm in Texas is seeking a Treasury Sales Associate to enhance business relationships and drive sales targets within commercial banking. In this role, you will collaborate on proposals, prepare client materials, and manage the sales pipeline while ensuring timely pricing and implementation of Treasury solutions. The ideal candidate will have a Bachelor's Degree and over three years of relevant banking experience, alongside strong communication and organizational skills. Join us to advance your career in a dynamic environment.