Key skills
SalesforceSales
About this role
Role Overview
- Support development and presentation of treasury solutions for TPS clients.
- Assist with sales activities including proposals, pricing, and pipeline management.
- Analyze financial, company, and industry data to determine the needs of the client for proper structuring of the Bank's Treasury products and services.
- Collaborate with Service and Onboarding teams to ensure smooth client implementation experience and service resolution.
- Maintain accurate records and reporting to track performance and client activity on Salesforce alongside aligned Treasury Consultant.
- Attend industry forums and community events, enhancing the Bank’s brand, staying updated on market trends, and leveraging insights to support sales strategies.
Requirements
- Bachelor’s degree required
- 4–6 years of experience in banking, fintech, or corporate treasury
- Strong analytical and data interpretation skills
- Proficiency with Excel and reporting tools
- Advance level of knowledge of treasury products
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans