Posted in General Business 30+ days ago.
Type: Full-Time
The Treasury Services Sales Associate is an integral Treasury Solutions coverage team member who contributes to new sales targets and achieving portfolio growth objectives. The position is primarily geared to providing support to Treasury Management Officers (TMOs) and accountability for briefing memos, account plans and Pitch Books, while ensuring coordination among product partners, TMOs and other internal partners to develop client solutions. As a member of the team, the position plays an integral part to help gain, manage and maintain the relationships.
This role allows an individual to develop skills over time for a successful career within the firm and to pursue more senior roles within the Treasury Solutions such as a TMO position.
Primary responsibilities include:
• Work with the TMO on client proposals including Treasury solutions, cost/benefit analysis, pricing and profitability models, etc.
• Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research
• Understand 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 TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately
• Coordinate with internal partners to ensure successful implementation, product ramp-up and accurate pricing/billing
Qualifications:
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
Equal Opportunity Employer/Disability/Veterans
Roth Staffing Companies |
Roth Staffing Companies |
Roth Staffing Companies |