Treasury Sales Associate I

. Facilitate a direct end-to-end relationship with one or more Treasury Sales Officers .

Posted 10/7/2026full-timeUnited StatesJuniorMid-Level💰 $95,000 - $109,200 per yearWebsite

Key responsibilities & impact

Facilitate a direct end-to-end relationship with one or more Treasury Sales Officers
Support treasury sales activities for the Global Government and Enterprise Portfolio
Develop strategies to grow revenue domestically and internationally
Coordinate industry, prospect, and client research for pre-call planning
Maintain accurate sales data across core systems, including deal pipeline, client plans, call reports, pricing, and rates
Produce client and portfolio-level analysis covering profitability, revenue performance, product usage, balance trends, and variance analysis
Partner with AML and onboarding teams to coordinate KYC onboarding for new legal entities
Coordinate the Client Management Process, including client planning, calling efforts, team meeting preparation, delivery, follow-up, and revenue tracking
Develop strategies, proposals, and pitchbooks for client and prospect engagement
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 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

What you’ll need

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 analysis of trends and opportunities
Risk management and preparation for client meetings
Strong client relationship, communication, and collaboration skills
Proactive mindset and effective time management
Results-driven mindset
Strong computer application skills, including Microsoft Office
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 (desired)
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 (desired)

Comp & perks