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Treasury Management Sales Associate

7/15/2025

Remote

Job Summary

A company is looking for a Global Treasury & Payments Advisor I.

Key Responsibilities
  • Assist an Advisor with a strategic client portfolio, including client reviews and proposal preparations
  • Work independently to understand client needs and resolve inquiries
  • Ensure client satisfaction through collaboration with service and implementation teams
Qualifications
  • Bachelor's Degree and 1 year of experience, or High School Diploma/GED and 5 years of experience in Treasury/Cash Management Sales
  • Experience in Treasury/Cash Management Sales and proficiency in Microsoft tools such as PowerPoint, Excel, and Word
  • Preferred experience in Banking, Corporate Banking, or Global Fund Banking
  • Preferred areas of study include Business, Accounting, or Marketing
  • Preferred education level is a Bachelor's Degree

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