Treasury Sales Associate - San Francisco

Only for registered members San Francisco, United States

4 weeks ago

Default job background
+Job summary
Treasury Sales Associates play an integral part in contributing to new sales targets, managing business relationships and achieving portfolio growth objectives.
+Responsibilities
  • Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions
  • Assist with client call preparation by creating relationship review materials, pitch books, account plans and conducting customer research

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