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 Middle Market Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives.
You will participate in 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
- Work with the TMO’s 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+ 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
Treasury Sales Associate - Middle Market Banking
As a Treasury Sales Associate in Middle Market Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives. You will participate in the three-year development plan designed for a progression of job functions...
Sales Associate - White House Black Market
The Sales Associate is responsible for supporting Management in in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of all store operations, including ensuring a great customer experience and maximum profitability. Meets company sal...
Sales Associate - White House Black Market
The Sales Associate is responsible for supporting Management in in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of all store operations, including ensuring a great customer experience and maximum profitability. Meets company sal...
Employee Benefits Sales Executive, Middle Market/Ft. Lauderdale, Boca or West Palm Beach
In addition to competitive pay and commission, incentives, and benefits, USI recognizes our top sales associates through , recognizing and rewarding our sales professionals for achieving superior results. Achieve annualized new business sales of $200k in our target market of companies with 200-2,000...
Middle Market - Commercial Property & Casualty Sales Executive
In addition to competitive pay and commission, incentives, and benefits, USI recognizes our top sales associates through , recognizing and rewarding our sales professionals for achieving superior results. Successfully develop and deploy sales and marketing strategies with clients and prospects. Achi...
Senior Financial Analyst
A company is looking for a Sr Financial Analyst - FP&A. ...
Marketing & Sales Data Analyst
Zomee is looking for a talented Marketing and Sales Data Analyst to join our team! In this role, you’ll make a significant impact in driving company growth through data analysis, reporting, and providing actionable insights. This is a unique opportunity to build a data and analytics program from the...
Licensed Customer Service Representative
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Licensed Customer Service Representative - State Farm Agent Team Member. Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly custome...
Customer Service Representative
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Customer Service Representative - State Farm Agent Team Member. Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service...
Call Center Bilingual Sales Representative NO Cold Calling $50-120K
Call Center Bilingual Sales Representative - No Cold Calling. Strong Effective bilingual Spanish/English telephone sales skills. A proven track record in an outbound phone sales environment a MUST. ...