The role focuses on managing day-to-day relationships with clients to retain and grow existing revenue while seeking opportunities to deepen solutions
Job Summary
The role focuses on managing day-to-day relationships with clients to retain and grow existing revenue while seeking opportunities to deepen solutions.
Employees are responsible for developing data-driven insights, including recommendations to reduce risk, improve working capital, and digitize payments.
The position offers an annual discretionary incentive plan and industry-leading benefits including paid time off and resources for sustainable growth.
Matching Summary
The role focuses on managing day-to-day relationships with clients to retain and grow existing revenue while seeking opportunities to deepen solutions.
Salary
Base: $107,000.00 - $131,300.00 annualized; Bonus: Discretionary incentive eligible; Benefits: Industry-leading benefits and paid time off
Skills & Requirements
Must-have
5 years treasury sales experience
Client relationship management
Revenue growth and profitability
Data driven insights and presentations
Pricing and billing management
Nice-to-have
Understanding of real estate working capital flows
Knowledge of REITs and private equity
Strong internal business partnering skills
Passionate curiosity and courage
Deep understanding of bank structure
Key Requirements
Bachelor's degree in finance, accounting, or management