Treasury Sales Associate I – Global Payment Solutions, Healthcare, Higher Education, Not for Profit

. Support the end-to-end treasury sales process for Treasury Sales Officers on the Healthcare, Higher Education, and Not For Profit team .

Posted 10/23/2026full-timeUnited StatesJuniorMid-Level💰 $95,000 - $109,200 per yearWebsite

Key responsibilities & impact

Support the end-to-end treasury sales process for Treasury Sales Officers on the Healthcare, Higher Education, and Not For Profit team
Develop strategies to grow revenue domestically and internationally
Coordinate industry, prospect, and client research for pre-call planning
Maintain accurate sales data across 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 facilitate client readiness and KYC onboarding
Coordinate the Client Management Process, including client planning, calling efforts, team 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 clients through implementation, onboarding, and training
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 preparation for client meetings
Strong client relationships through effective communication and collaboration
Proactive mindset and effective time management
Results-driven mindset prioritizing client and team interests
Strong computer application skills, including Microsoft Office
Two or more years of Not For Profit, Higher Education or Healthcare Banking/Revenue Cycle Experience a plus
Bachelor’s degree or equivalent work experience
Certified Treasury Professional certification or equivalent
Experience prospecting and developing new business
Knowledge of U.S. or international cash management products
Prior experience in Global Payments, Treasury Management, or Corporate Banking strongly preferred
Two to five years of relevant banking experience across sales, operations, compliance, and/or product management
Demonstrated ability to identify, develop, and support new business opportunities
Working knowledge of U.S. and global treasury management products, services, and industry trends
High School Diploma / GED / Secondary School or equivalent
Ability to work first shift and 40 hours per week

Comp & perks