Help Treasury Sales team exceed assigned revenue goals.
Develop industry knowledge, as well as treasury systems and operations knowledge, to provide high-level consultative value.
Recommend cross sell opportunities.
Reduce non-sales related activities for Treasury Consultants and resolve any issues/questions when the Treasury Consultant is out of office.
Participate in creating new client proposals and onboarding.
Create draft pricing models, return on investment, and/or cost-benefit calculators.
Research and build written content for complex proposals using Proposal Library, Resource Center, and other tools.
Create and submit internal worksheets specific to new complex product implementation.
Originate and oversee implementation of complex treasury sales through completion.
Monitor progress and make decisions on next steps, communicate results and updates to clients and internal partners.
Develop a network of contacts in Transaction Banking, Product, and CCSU to assist in process management and problem resolution.
Demonstrate a commitment to, implement, and follow policies and procedures that support the Bank's Risk Vision.
Maintain compliance with Bank and business process-related policies and procedures, exhibiting a basic understanding of the risks associated with the employee's position.

1 year experience in treasury management and/or sales
Knowledge of corporate treasury and financial operations needs
Understanding of ERP and accounting systems
Communication and presentation skills
Effective time management, prioritization, and customer service skills
Ability to take ownership of projects and see them through to completion
Bachelor's degree or equivalent work experience, plus strong technical experience and skills.
CTP and AAP certifications preferred

Treasury Associate – Analyst, AVP

Key skills