Commercial Banking Innovation - Treasury Sales - Associate

As a Treasury Sales Associate within Commercial Banking’s Innovation Economy team, you will contribute to new sales targets, business relationship management, and portfolio growth objectives. You will support Treasury Management Officers across the sales cycle while participating in a three-year development plan designed to build the skills needed for long-term growth within Treasury Solutions, including progression toward more senior roles such as Treasury Management Officer.

Job Responsibilities

Client Proposals & Sales Support

• You will collaborate with Treasury Management Officers on client proposals to identify appropriate Treasury solutions, perform cost-benefit analysis, support competitive pricing, and run profitability models.
• You will assist with client call preparation by creating relationship review materials, pitch books, account plans, and customer research.
• You will develop an understanding of clients’ Treasury cash management structures and objectives.

Product Coordination & Market Knowledge

• You will coordinate with product partners to develop comprehensive Treasury solutions.
• You will develop an understanding of competitors’ products and positioning within the client and market.
• You will learn Treasury Solutions products, pricing philosophy, billing processes, and procedures to support client needs effectively.

Pipeline, Implementation & Execution

• You will work with Treasury Management Officers throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately.
• You will collaborate with internal partners to support successful implementation, product ramp-up, accurate pricing, and billing.

Required Qualifications, Capabilities and Skills.

• Bachelor’s degree.
• 3+ years of 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, billing processes, and procedures.
• Proficiency in Microsoft Office, including 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 client cash flow needs and apply appropriate banking solutions.
• Sales, portfolio management, or relationship management experience.
• Qualitative and quantitative skills.