Treasury Sales Associate I – Global Payment Solutions

. Support the end-to-end treasury sales process for Treasury Sales Officers serving Middle Market and Dealer Financial Services clients .

Posted 10/15/2026full-timeNew York City • New York • United StatesJuniorMid-Level💰 $95,000 - $109,200 per yearWebsite

Key responsibilities & impact

Support the end-to-end treasury sales process for Treasury Sales Officers serving Middle Market and Dealer Financial Services clients
Develop strategies to grow revenue domestically and internationally
Coordinate industry, prospect, and client research for pre-call planning
Maintain accurate sales data across deal pipelines, client plans, call reports, pricing, and rates
Produce client and portfolio analysis covering profitability, revenue performance, product usage, balance trends, and variance analysis
Coordinate with AML and onboarding teams to facilitate client readiness and KYC onboarding
Assist with the Client Management Process, including client planning, calling efforts, meeting preparation, delivery, follow-up, and revenue/pathway tracking
Conduct research and create strategies, proposals, and pitchbooks
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 trend/opportunity analysis
Risk management and client-meeting preparation skills
Strong client relationships through effective communication and collaboration
Proactive mindset and effective time management
Results-driven mindset with prioritization of client and team interests
Strong computer application skills, including Microsoft Office
Two or more years of B2B sales and/or client service experience in a financial services environment (desired)
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 (preferred)
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
Minimum Education Requirement: Bachelor’s Degree or Equivalent Work Experience
40 hours per week
Ability to work in an in-office culture with role-specific office attendance requirements

Comp & perks

Annual discretionary incentive plan eligibility
Industry-leading benefits
Paid time off
Resources and support for employees’ physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Inclusive workplace