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Chase · 2 months ago

Treasury Sales Associate - Healthcare, Higher Education, and Nonprofit

1900 N Akard St, Dallas, TX, 75201, US

Full-time

Onsite

Mid Level

$100K/yr - $120K/yr

3+ years exp

Chase is a prominent financial institution, and they are seeking a Treasury Sales Associate to contribute to sales targets and manage business relationships. This role involves collaborating with Treasury Management Officers to provide tailored financial solutions and achieve portfolio growth objectives.

BankingFinancial Services

Responsibilities

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 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 the TMO’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

Qualification

Treasury Solutions knowledgeBanking experienceSales experienceMicrosoft Office proficiencyPlanning skillsQualitative skillsQuantitative skillsTime managementOrganizational skillsCommunication skills