Treasury Sales Associate
4 weeks ago
Treasury Sales Associate In Commercial BankingAre you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives. You will participate in the three-year development plan designed for a progression of job functions to develop skills over time for a successful career within the firm and ability to pursue more senior roles within the Treasury Solutions such as a Treasury Management Officer position.Job responsibilities include:Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability modelsAssist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer researchDevelop an understanding of clients' Treasury cash management structure and objectivesCoordinate with product partners to develop comprehensive Treasury solutionsDevelop and understand competitors' products and positioning within the client & marketWork with the TMO's throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accuratelyCollaborate with internal partners to ensure successful implementation, product ramp-up and accurate pricing and billingRequired qualifications, capabilities, and skills include:Bachelor's DegreeThree+ years' relevant banking and treasury experienceTime management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environmentSuperior verbal and written communication skills with the ability to mobilize internal networks and resourcesAbility to understand Treasury Solutions products, pricing philosophy, and billing process and proceduresProficiency in Microsoft Office (PowerPoint, Excel and Word)Ambition to develop into an individual sales contributorPreferred qualifications, capabilities, and skills include:Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutionsSales, portfolio management or relationship management experienceQualitative and quantitative skillsJPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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Treasury Management Sales Associate
4 weeks ago
Charlotte, United States Charlotte Staffing Full timeTreasury Management Sales AssociateThe Treasury Management Sales Associate is responsible for assisting the Treasury Management Sales Officer with various sales related activities. The associate contributes to the group's annual sales goal by preparing sales materials, assisting in the sales and implementation process, and providing continuity when a Sales...
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Treasury Sales Associate
4 weeks ago
Charlotte, United States Charlotte Staffing Full timeTreasury Sales Associate In Commercial BankingAre you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving...
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Treasury Management Sales Associate
2 weeks ago
Charlotte, United States First Horizon Full timeTreasury Management Sales AssociateThe Treasury Management Sales Associate (SA) is responsible for assisting the Treasury Management Sales Officer (TMSO) with various sales related activities. Working closely with the TMSO, they contribute to group's annual sales goal by preparing sales materials, assisting in the sales and implementation process, and...
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Treasury Management Sales Associate
5 days ago
Charlotte, United States Dallas Staffing Full timeTreasury Management Sales AssociateLocation: Charlotte, NCPay Rate: $31.50/hourSchedule: Monday-Friday 8AM-5PMContract Type: 6 months, with possibility of extensionAt Kelly, we're here to make it a whole lot easier for you. We're seeking a Treasury Management Sales Associate to work at a premier financial institution. The ideal candidate will have strong...
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Treasury Management Sales Associate
7 days ago
Charlotte, North Carolina, United States SouthState Bank Full time $60,000 - $100,000 per yearThe SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.We are committed to helping our team...
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Senior Treasury Management Sales Officer
2 weeks ago
Charlotte, United States First Horizon Full timeSenior Treasury Management Sales OfficerThe Senior Treasury Management Sales Officer is responsible for Treasury Management sales activities, including the development of new Treasury Management relationships, cross sell to existing Treasury Management relationships and the ongoing consultative support and retention for Treasury Management clients.Essential...
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Senior Treasury Management Sales Officer
3 weeks ago
Charlotte, United States Charlotte Staffing Full timeSenior Treasury Management Sales OfficerThe Senior Treasury Management Sales Officer is responsible for Treasury Management sales activities, including the development of new Treasury Management relationships, cross sell to existing Treasury Management relationships and the ongoing consultative support and retention for Treasury Management clients.Essential...
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Treasury Sales Officer I
4 weeks ago
Charlotte, United States Charlotte Staffing Full timeTreasury Sales OfficerThis job is responsible for the delivery of integrated treasury solutions to clients and prospects in the United States (US) or globally. Key responsibilities include actively managing and pursuing treasury revenue streams, increasing product penetration across an assigned portfolio, and partnering closely with client-facing teammates...
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Treasury Associate
23 hours ago
Charlotte, North Carolina, United States Columbus McKinnon Full timeJob Title: Associate Analyst, Treasury**Must be available to be onsite at our Global Headquarters in Charlotte NC (Ballantyne) one day per monthJob Summary/OverviewWe are seeking a detail-oriented and reliable Part-Time Treasury Associate Analyst to support our Treasury and Accounting team. This role is responsible for daily cash management, bank...
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Treasury Sales Officer II
4 weeks ago
Charlotte, United States Charlotte Staffing Full timeTreasury Sales Officer IIThis job is responsible for the delivery of integrated treasury solutions to clients and prospects that may be in the United States (US) or global. Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with...
