Treasury Sales Associate - Corporate Client Banking

JobID: 210490576

Category: Relationship Sales

JobSchedule: Full time

Posted Date: 2024-06-06T19:13:04+00:00

JobShift:

Base Pay/Salary: San Francisco,CA $100,000.00-$120,000.00; Denver,CO $100,000.00-$120,000.00; Irvine,CA $100,000.00-$120,000.00; Los Angeles,CA $100,000.00-$120,000.00

Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.

As a Treasury Sales Associate in Corporate Client Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives.  The three-year development plan designed for a progression of job functions to develop skills over time for a successful career within the firm and ability to pursue more senior roles within the Treasury Solutions such as a Treasury Management Officer position.

Job responsibilities

• Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models

• Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research

• Develop an understanding of clients' Treasury cash management structure and objectives

• Coordinate with product partners to develop comprehensive Treasury solutions

• Develop and understand competitors' products and positioning within the client & market

• Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately

• Collaborate with internal partners to ensure successful implementation, product ramp-up and accurate pricing and billing

Required Qualifications, Capabilities and Skills

• Bachelor's Degree

• Three plus years' relevant banking and treasury experience

• Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment

• Superior verbal and written communication skills with the ability to mobilize internal networks and resources

• Ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures

• Proficiency in Microsoft Office (PowerPoint, Excel and Word)

• Ambition to develop into an individual sales contributor

Preferred Qualifications, Capabilities and Skills

• Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutions

• Sales, portfolio management or relationship management experience

• Qualitative and quantitative skills