Treasury Sales Associate - Real Estate Banking

Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.

As a Treasury Sales Associate within the Real Estate Banking (REB) team, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives. This role participates in the Treasury Sales Associate program and is designed for progression of job functions from Associate level 1 to Associate level 3 working to develop skills over time for a successful career within the firm and ability to pursue more senior roles within Treasury Solutions such as a Treasury Management Officer position.

Treasury Services delivers cash management, liquidity and commercial card solutions that resolve the working capital and efficiency challenges treasury professionals face today. Our platform is recognized as among the best in the industry, and we are committed to investing in a seamless, global operating model that differentiates us in the market. As a leading provider of global treasury management services, we offer innovative ways to save time and money, keep pace with our changing industry and deliver a full range of solutions to help clients achieve their Treasury objectives.

Job Responsibilities 

• Work with the TMO on client proposals to identify appropriate Treasury solutions, perform cost/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 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


• Partner 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

Required Qualifications, Capabilities, and Skills:

• Bachelor's Degree 


• 3+ years' of relevant banking and treasury experience


• Demonstrates the ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures


• Strong drive/ambition to develop into an individual contributor salesperson


• Superior verbal and written communication skills with the ability to mobilize internal networks and resources


• Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment


• Highly proficient in Microsoft Office (PowerPoint, Excel and Word) and superior analytical and quantitative skills 

Preferred Qualifications, Capabilities and Skills 

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


• Sales, portfolio management or relationship management experience 


• Qualitative and quantitative skills