Treasury Sales Associate - Dallas

As the treasury management team, we engage directly with clients, providing market insights and best practices on areas such as treasury optimization, reducing fraud risk, working capital benchmarking, and industry-leading trends. We define strategic goals and develop holistic strategies, using a proactive approach to deliver cutting-edge solutions that meet our clients’ evolving needs.

Requirements

• Bachelor's degree in Business or related field
• 3+ years' relevant banking and Treasury Sales experience
• Working knowledge and understanding of general banking
• Understanding of cash management services and knowledge of products like Online Access Service, Remote Deposit, Lockbox and ACH Systems, including pricing and billing processes
• Ability to read and leverage data to identify trends and sales opportunities
• Understanding of fundamental accounting, finance, and cash management practices
• Awareness of risk guidelines and ability to manage risk proficiently
• Ability to prioritize and complete various tasks within assigned deadlines
• Proficient in verbal and written communication, with strong presentation skills
• Experienced in creating presentations in PowerPoint and managing data in Excel

Benefits

• Performance bonuses