Key Responsibilities: • Research client financial structures and cash flow needs to recommend tailored treasury solutions • Work with Treasury Management Advisors to develop pricing strategies, perform financial modeling, and evaluate profitability • Stay ahead of industry trends and competitor offerings to position our solutions effectively • Prepare compelling pitch materials, account strategies, and client review documents to support business development efforts • Partner with cross-functional teams to ensure seamless implementation and accurate billing for treasury services • Support the full client engagement cycle, from proposal development to service activation • Build strong internal relationships to enhance solution delivery and client satisfaction • Contribute to overall team revenue goals and continued growth of the Treasury Management business. • Certified Treasury Professional (CTP) or equivalent high-level treasury certification • Background in client relationship management, sales, or portfolio development • Passion for collaborating with treasury experts to solve clients' unique financial challenges • Exceptional verbal, written, and presentation communication skills • Strong multitasking, analytical, and organizational abilities • Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).