Plano, TX, USA
41 days ago
Treasury Sales Associate - Emerging Middle Market Banking

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 
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