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Treasury Sales Associate I

New York, New York

Job Description:

The Treasury Solutions Analyst (TSA) role will be partnered with Treasury Sales Officer(s) (TSO) focused on developing strategies to grow revenue with a portfolio of large commercial and family office clients in the Northeast.  Key accountabilities include: independent focus of treasury sales opportunities, supporting all activities from sale through implementation, ongoing client relationship management, overall driving and attainment of Treasury revenue goals:

  • Identifying potential solutions to client needs as requested or as a result of needs analysis and identification; being an active sales agent within the portfolio;

  • Producing pricing/cost benefit models and conferring with the TSO and Management regarding non-standard pricing and negotiation;

  • Keeping pipeline current; with closed and pending deals;

  • Accountable for accuracy of sales data within source systems (e.g. Deal Pipeline, client plans, call reports, GTS-BI, Navigator, etc.), and other sales tracking systems which may be developed;

  • Assuming responsibility for follow-up and resolution of problems referred;

  • Assisting clients in navigating the bank by liaising with the Client Service, Fulfillment, and other partner teams;

  • Preparing account schematics, proposal documents and sales presentations;

  • Partner with Fulfillment team to ensure timely delivery of Treasury Solutions to our clients and post-sale satisfaction;

  • Assist in coordinating the KYC process in partnership with CSSOs;

Required Skills:

  • Minimum of 1-2 years of Treasury/Cash Management Sales experience; preferred candidates will have experience selling to general industries and wealth management clients.

  • BA Degree Required (Business, Accounting or Finance preferred)

  • Excellent communication, presentation, interpersonal and organizational skills

  • Proven ability to develop an independent viewpoint and present a business case to support conclusions

  • Ability to thrive in a high pace environment and capable of solving problems with little direction,

  • Proven experience working in a team environment with an ability to help influence partners with diverse views towards a consensus

  • Developing knowledge of Working Capital Advisory and Treasury Management Solutions

  • Territory will be the Upper New England (UNE), United States

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

The Treasury Solutions Analyst (TSA) role will be partnered with Treasury Sales Officer(s) (TSO) focused on developing strategies to grow revenue with a portfolio of large commercial and family office clients in the Northeast.  Key accountabilities include: independent focus of treasury sales opportunities, supporting all activities from sale through implementation, ongoing client relationship management, overall driving and attainment of Treasury revenue goals:

  • Identifying potential solutions to client needs as requested or as a result of needs analysis and identification; being an active sales agent within the portfolio;

  • Producing pricing/cost benefit models and conferring with the TSO and Management regarding non-standard pricing and negotiation;

  • Keeping pipeline current; with closed and pending deals;

  • Accountable for accuracy of sales data within source systems (e.g. Deal Pipeline, client plans, call reports, GTS-BI, Navigator, etc.), and other sales tracking systems which may be developed;

  • Assuming responsibility for follow-up and resolution of problems referred;

  • Assisting clients in navigating the bank by liaising with the Client Service, Fulfillment, and other partner teams;

  • Preparing account schematics, proposal documents and sales presentations;

  • Partner with Fulfillment team to ensure timely delivery of Treasury Solutions to our clients and post-sale satisfaction;

  • Assist in coordinating the KYC process in partnership with CSSOs;

Required Skills:

  • Minimum of 1-2 years of Treasury/Cash Management Sales experience; preferred candidates will have experience selling to general industries and wealth management clients.

  • BA Degree Required (Business, Accounting or Finance preferred)

  • Excellent communication, presentation, interpersonal and organizational skills

  • Proven ability to develop an independent viewpoint and present a business case to support conclusions

  • Ability to thrive in a high pace environment and capable of solving problems with little direction,

  • Proven experience working in a team environment with an ability to help influence partners with diverse views towards a consensus

  • Developing knowledge of Working Capital Advisory and Treasury Management Solutions

  • Territory will be the Upper New England (UNE), United States

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21040316

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Bradley Soltis

Referral Bonus:

0

Street Address

Primary Location:
ONE BRYANT PARK, NY, New York, 10036