Treasury Management Associate - Delray Beach Florida

Company: VirtualVocations
Location: Delray Beach, Florida
Posted On: 01/22/2025

A company is looking for a Treasury Management Sales Associate to support the treasury sales process and manage client relationships.



Key Responsibilities:

Collaborate with Treasury Management Sales Officers to recommend solutions based on client needs
Assist in client acquisition and engagement, including research, presentations, and follow-ups
Document and report treasury management opportunities and support onboarding processes


Required Qualifications:

Bachelor's degree or equivalent experience
2+ years of experience in treasury or cash management
Experience with Salesforce or similar tracking systems
Ability to manage multiple tasks and projects simultaneously
Familiarity with treasury management products and services More...

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