Treasury Sales Associate - Commercial Term Lending

As a Treasury Sales Associate supporting Commercial Term Lending (CTL), you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives. This role participates in the Treasury Sales Associate program and is designed for progression of job functions from Associate level 1 to Associate level 3 working to develop skills over time for a successful career within the firm and ability to pursue more senior roles within Treasury Solutions such as a Treasury Management Officer position.

The Commercial Real Estate (CRE) group is the nation’s leading multifamily lender, leveraging its industry knowledge to offer best-in-class and cost-effective financing solutions across all major real estate asset classes with speed, ease and certainty of execution.

Job Responsibilities

• Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models
• Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research
• Develop an understanding of clients' Treasury cash management structure and objectives
• Coordinate with product partners to develop comprehensive Treasury solutions
• Develop and understand competitors’ products and positioning within the client & market
• Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately
• Collaborate with internal partners to ensure successful implementation, product ramp-up and accurate pricing and billing

Required Qualifications, Capabilities and Skills

• Bachelor's Degree
• Three plus years’ relevant banking and treasury experience
• Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
• Superior verbal and written communication skills with the ability to mobilize internal networks and resources
• Ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures
• Proficiency in Microsoft Office (PowerPoint, Excel and Word)
• Ambition to develop into an individual sales contributor

Preferred Qualifications, Capabilities and Skills

• Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutions
• Sales, portfolio management or relationship management experience
• Qualitative and quantitative skills
• Commercial Real Estate interest or experience