Job Title: Treasury Management Sales Associate
Location: Cincinnati Ohio 45202, Dallas, TX 75225 ,Phoenix, AZ 85108
Duration: 4+ months of contract with potential for extension
Pay : $31-32/ hr
JOB PROFILE SUMMARY
- Sales Associates are part of the Sales Delivery Team and are responsible for supporting Treasury Management Officers with sales, pricing, portfolio management, and administrative activities that support the treasury management sales process.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Support assigned Treasury Management Officers throughout the sales process and integrate with local and regional teams.
- Support pricing activities, including proformas, profitability analysis, pricing models, approval submissions, and supporting documentation.
MINIMUM KNOWLEDGE & SKILLS REQUIRED
- Minimum 2 years of banking, treasury management, commercial banking, sales support, or related financial services experience.
- Strong verbal and written communication skills.
- Strong analytical, organizational, and problem-solving skills.
- Critical thinking and project management experience.
- Ability to manage multiple priorities and deadlines in a fast-paced environment.
- Demonstrated initiative and ability to work independently while collaborating effectively across teams.
- Proficiency in MS Word, Excel, and PowerPoint.
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Experience supporting sales processes, pricing, proposals, RFPs, or portfolio management activities preferred.
The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, life insurance, long-term disability insurance, short-term disability insurance, paid parking/public transportation, paid time off, paid sick and safe time, hours of paid vacation time, weeks of paid parental leave, and paid holidays annually – as applicable.