Treasury Solutions Specialist – Middle Market

TwinThread; Charlotte (NC); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

TwinThread is looking for a Treasury Sales Associate in Charlotte, NC to develop relationships and provide financial solutions to clients. You'll collaborate with internal teams on client proposals and manage portfolio growth while participating in a structured development plan.

The ideal candidate will hold a Bachelor's Degree and have over three years of banking experience. Strong organizational and communication skills are essential for this role. A competitive rewards package is offered along with comprehensive health benefits.

Qualifications

• Three+ years’ relevant banking and treasury experience.
• Proven ability to multitask and meet deadlines in a fast-paced environment.
• Ambition to develop into an individual sales contributor.

Responsibilities

• Collaborate with TMO on client proposals to identify Treasury solutions.
• Assist in creating relationship review materials and conducting customer research.
• Develop understanding of clients' Treasury cash management structure.

Skills

Time management

Organizational skills

Verbal communication

Written communication

Multitasking

Customer relationship management

Proficiency in Microsoft Office

Education

Bachelor's Degree

Job description

TwinThread is looking for a Treasury Sales Associate in Charlotte, NC to develop relationships and provide financial solutions to clients. You'll collaborate with internal teams on client proposals and manage portfolio growth while participating in a structured development plan.

The ideal candidate will hold a Bachelor's Degree and have over three years of banking experience. Strong organizational and communication skills are essential for this role. A competitive rewards package is offered along with comprehensive health benefits.