Job responsibilities

• Collaborate with PSM on client proposals to identify proper Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models

• Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research

• Develop an understanding of clients' Treasury cash management structure and objectives

• Coordinate with product partners to develop comprehensive Treasury solutions

• Develop and understand competitors’ products and positioning within the client & market

• Work with PSM’s throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately

• Collaborate with internal partners to ensure successful implementation, product ramp-up and accurate pricing and billing

Required qualifications, capabilities, and skills

• Bachelor's Degree

• 1-2 years’ 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, and billing process and procedures

• Proficiency in Microsoft Office (PowerPoint, Excel and Word)

• Ability to develop into an individual sales contributor

Preferred qualifications, capabilities, and skills

• Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutions

• Qualitative and quantitative skills

• Experience in credit analysis, with the ability to independently review financial report and extract relevant cash flow info