Treasury Sales Associate - Global Payment Solutions

Support the end-to-end treasury sales process for Treasury Sales Officers on the General Industries – 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 pipelines, client plans, call reports, pricing, and rates Produce client- and portfolio-level profitability, revenue, product usage, balance trend, and variance analyses Partner with AML and onboarding teams to facilitate client readiness and KYC onboarding Coordinate the Client Management Process, including planning, calling efforts, meeting preparation, delivery, follow-up, and revenue/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 partners 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 skills Strong communication and collaboration skills 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 (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 revenue growth strategies, client onboarding, and effective communication. Proficient in financial analysis, risk management, and client relationship development within the financial services sector. Highest-signal resume keywords Treasury Management Experience B2B Sales Experience Certified Treasury Professional Financial Analysis Skills Client Relationship Management Hard Skills Financial Acumen Problem Solving Trend Analysis Cost-Benefit Analysis Sales Data Management KYC Onboarding Pricing Strategies Client Profitability Analysis Proposal Development Microsoft Office Soft Skills Effective Communication Collaboration Skills Proactive Mindset Time Management Results-Driven Certifications & Qualifications Certified Treasury Professional Industry Keywords Corporate Banking Treasury Sales Cash Management Products Global Payments Financial Services Client Management Process Revenue Growth Strategies Sales Pipeline Management Client Onboarding Risk Management #J-18808-Ljbffr Jobtailor