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 within the Community Development Banking team, you will play a crucial role in achieving new sales targets, managing business relationships, and contributing to portfolio growth objectives. You will collaborate with the Treasury Management Officer (TMO) on client proposals, assist with client call preparation, and develop an understanding of clients' Treasury cash management structure and objectives. This role offers a three-year development plan designed for a progression of job functions to develop skills over time for a successful career within the firm and the ability to pursue more senior roles within the Treasury Solutions.

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