CrawlJobs Logo

Treasury Management Sales Associate

usbank.com Logo

U.S. Bank National Association

Location Icon

Location:
United States , Cincinnati

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

25.63 - 34.18 USD / Hour

Job Description:

U.S. Bank is currently seeking a strong candidate to join our team of professionals as a Treasury Management Sales Associate (TMSA). The TMSA will assist the Treasury Management Payments Consultants (TMPC) in revenue generating activities and collaborate with Treasury Management Implementation to oversee facilitation of implementing banking services for corporate customers.

Job Responsibility:

  • Assist customers with implementation documentation to ensure a smooth implementation of new banking services
  • Identify opportunities to deepen existing customer relationships by offering solutions to meet identified needs
  • Understand customer needs and expectations while delivering customer service in a knowledgeable, accurate and professional manner with the ability to deal effectively and tactfully with customers in handling complaints, problems and general inquiries
  • Work completed in a neat, efficient and accurate manner
  • Plan, organize and prioritize work to meet deadlines
  • Foster collaboration with other groups by building credibility and trust
  • May accompany TMPC on customer calls

Requirements:

  • Bachelor's degree or equivalent work experience
  • One to three years of relevant experience, preferably in banking and/or customer service

Nice to have:

  • Basic knowledge of treasury management products
  • Ability to identify and resolve/escalate problems with minimal guidance
  • Strong professional verbal and written communication skills
  • Strong customer service skills
  • Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
  • Existing knowledge of U.S. Bank platforms a plus
What we offer:
  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Additional Information:

Job Posted:
February 20, 2026

Expiration:
March 20, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Treasury Management Sales Associate

Cash Management Sales Officer

The Cash Management Sales Officer is a developing professional role that integra...
Location
Location
Mexico , Cuernavaca
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2-5 years commercial banking or relevant experience
  • Bachelors/University degree or equivalent experience
  • experience in atención a clientes de Gobierno e Instituciones
  • experience in venta de soluciones de Tesorería cobranza y pagos
Job Responsibility
Job Responsibility
  • Provide direct sales support to Treasury Consultants in covered markets
  • focus on revenue generating activities associated with the sale of Treasury Products and Services
  • prepare proposals and pricing analysis
  • assist with RFPs and presentations
  • coordinate credit approvals and exception pricing
  • coordinate data input for tracking pipeline and activity
  • establish and maintain relationships with Treasury Consultants and Bankers that are directly supported
  • provide coverage on product sales related inquiries from Treasury Sales, Bankers, other internal partners and clients
  • join Treasury Consultant on in person sales calls or conference calls when appropriate
  • assess risk when business decisions are made, demonstrating consideration for compliance with applicable laws, rules, and regulations
  • Fulltime
Read More
Arrow Right

Cash Management Sales Officer

The Cash Management Sales Officer is a developing professional role. Deals with ...
Location
Location
Mexico , Zapopan
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2-5 years commercial banking or relevant experience
  • Bachelors/University degree or equivalent experience
Job Responsibility
Job Responsibility
  • Provide direct sales support to Treasury Consultants in covered markets
  • Places focus on revenue generating activities associated with the sale of Treasury Products and Services
  • Prepares proposals and pricing analysis, assist with RFPs and presentations, coordinate credit approvals and exception pricing, coordinate data input for tracking pipeline and activity
  • Establishes and maintains relationships with Treasury Consultants and Bankers that are directly supported
  • Provides coverage on product sales related inquiries from Treasury Sales, Bankers, other internal partners and clients
  • Joins Treasury Consultant on in person sales calls or conference calls when appropriate
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
  • Fulltime
Read More
Arrow Right

Treasury Management Consultant III & Relationship Manager - Government Banking Northeast

The Government Banking Treasury Management Consultant (TMC) & Relationship Manag...
Location
Location
United States , New York; Wilmington; Melville; Philadelphia
Salary
Salary:
140600.00 - 192500.00 USD / Year
capitalone.com Logo
Capital One
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High School Diploma, GED, or equivalent certification
  • At least 6 years of financial services experience
  • At least 5 years of sales experience
  • At least 5 years of treasury management experience
Job Responsibility
Job Responsibility
  • Consistently meet annual financial goals & benchmark competencies by demonstrating the key sales behaviors such as strategy, collaboration & consultation, while building and maintaining a partnership-centric client portfolio
  • Manages portfolio of existing clients with focus on profitable, organic revenue growth and minimizing attrition
  • Manages portfolio of new-to-bank clients with focus on new revenue growth
  • Ability to understand sales and relationship management specific to working with Government Banking clients
  • Independently develops and maintains relationships with clients to maintain and expand existing business
  • Understands treasury management product risk and ensures Capital One credit policies and other risks (e.g., reputational, legal) are adhered to and mitigated
  • Establishes appropriate expectations for onboarding including execution of documentation and ensure ramp of sold services
  • Conducts independent entities to generate new, high-quality and profitable Treasury Management and deposit business to achieve or exceed specific YoY growth goals
  • Takes a role in market by actively engaging in local industry associations, conferences, networking groups and community associations
  • Identifies working capital efficiency opportunities for an entity and deepens relationship accordingly
What we offer
What we offer
  • performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
  • comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being
  • Fulltime
Read More
Arrow Right

Associate Treasury Management Consultant II

The Associate Treasury Management Consultant (ATMC) II works within the assigned...
Location
Location
United States , McLean; Jericho; Richmond; Plano; New York; Houston
Salary
Salary:
109900.00 - 150500.00 USD / Year
capitalone.com Logo
Capital One
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High School Diploma, GED or equivalent certification
  • At least 4 years of financial services, management consulting, or technology consulting experience
Job Responsibility
Job Responsibility
  • Support assigned TMCs with sales related disciplines that help tie customers to the Bank
  • React to opportunities to consult clients and create find value-added solutions while leveraging products and technology to benefit client businesses through efficiency, cost savings and simplicity
  • Assist TMCs with customer analysis and distill analysis into impactful presentations focused on generating value for clients
  • Attend client presentations to learn client facing behaviors from TMCs and add value by actively participating in discussions
  • Action all leads uncovered as a result of marketing nurturing campaigns or other referral sources
  • Attend agreed-upon stakeholder meetings (ie: Pipeline meetings) and sales enablement meetings
  • In support of the TMC, contribute to working capital efficiency opportunities for a business and deepen relationship accordingly
  • ensure business awareness of market and industry trends
  • identify dissatisfiers and escalate appropriately
  • Develop an understanding of product features and functionality and client level profitability to be able to maximize potential and find win-win situations for Capital One and clients
What we offer
What we offer
  • performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
  • comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being
  • Fulltime
Read More
Arrow Right
New

Embedded Payments Account Manager

Directly and through Treasury Management Consultants (TMCs), and Embedded Paymen...
Location
Location
United States , Cincinnati; Minneapolis; Charlotte; Milwaukee
Salary
Salary:
98175.00 - 115500.00 USD / Year
usbank.com Logo
U.S. Bank National Association
Expiration Date
February 27, 2026
Flip Icon
Requirements
Requirements
  • Bachelor's degree, or equivalent work experience
  • Three to five years of treasury management experience
  • Demonstrated sales support background and experience
  • Proficient technical and analytical acumen
  • Knowledge of Treasury Management products and solutions in primary area of responsibility, as well as related products and solutions offered by other Bank lines of business
  • Expert proficiency demonstrating complex/software-based solutions
  • Excellent program management and strategic planning experience and skills
  • Good organizational, managerial and cross-functional project management skills
  • Ability to collaborate with large teams, problem solve, and work independently when necessary
Job Responsibility
Job Responsibility
  • Own all of the payments management activities for high value and other key relationships in the embedded payments vertical
  • Assume full responsibility for portfolio growth and expansion of cumulative relationships
  • Identify and refer new business opportunities with existing clients
  • Monitor and enhance profitability of all relationships and proactively take action to mitigate client and revenue attrition
  • Manage the discovery, engagement and program delivery for Financial Technology (FinTech) and embedded payment opportunities and projects
  • Support sales and client onboarding initiatives to realize revenue as quickly as possible
  • Manage assigned accounts and projects to retain customers and drive revenue
  • Work with internal and external stakeholders to ensure that the right partners are effectively engaged, projects are efficiently executed, and opportunities are advanced and tracked
  • Partner with Embedded Payments, Product Management and other stakeholders to evaluate and discover opportunities to drive growth
  • Display a comprehensive understanding of the technical aspects of our company's products and services and how they integrate into the customer's operations
What we offer
What we offer
  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
  • Fulltime
!
Read More
Arrow Right

Treasury Management Consultant III, Middle Market Corporate Banking

This role is focused on generating new to bank and developing existing full-serv...
Location
Location
United States , Plano
Salary
Salary:
161500.00 - 184300.00 USD / Year
capitalone.com Logo
Capital One
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High School Diploma, GED or equivalent certification
  • At least 6 years of financial services experience
  • At least 5 years of sales experience
  • At least 5 years of treasury management experience
Job Responsibility
Job Responsibility
  • Identifies both internal and external prospects. Develops and maintains relationships with prospects to profitably expand business
  • Conducts independent and partnered sales calls on companies to generate new, high-quality and profitable Treasury Management and deposit business to achieve or exceed specific YoY growth goals
  • Identifies working capital efficiency opportunities for a business and deepens relationship accordingly
  • ensures business awareness of market and industry trends
  • identifies dissatisfiers and escalates appropriately
  • Designs customer-centric treasury management solutions, and provides consultative expertise on the liquidity management cycle
  • Develops and maintains relationships with clients to maintain and expand existing business
  • Manages portfolio of new-to-bank clients with focus on revenue growth
  • Manages portfolio of existing clients with focus on profitable, organic revenue growth and minimizing attrition
  • Establishes appropriate expectations for onboarding including execution of documentation and ensure ramp of sold services
What we offer
What we offer
  • performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
  • comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being
  • Fulltime
Read More
Arrow Right

Liquidity Product Manager

The Product Manager is an intermediate management level position responsible for...
Location
Location
Turkey , Istanbul
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5-8 years of relevant experience
  • Required Licensing/Registration: Series 7
  • Experience in marketing, credit, acquisitions, product development, and/or analytics
  • Experience leading cross-functional teams to define and achieve high value business goals
  • Working knowledge of market dynamics, products, and competitive climate
  • Demonstrated project management skills
  • Ability to work unsupervised and adjust priorities quickly as circumstances dictate
  • Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
  • Demonstrated problem-solving and decision-making skills
  • Consistently demonstrates clear and concise written and verbal communication
Job Responsibility
Job Responsibility
  • Liquidity Management Services Product Strategy:Develop and execute strategies to optimize the LMS product portfolio, aligning with overall business objectives.
  • Liability Management:Develop and execute strategies to optimize liability management within the LMS product portfolio.
  • Deposit Growth Strategy:Drive deposit growth through innovative product development, effective marketing, and targeted sales initiatives.
  • Regulatory Management:Ensure full compliance with all relevant regulatory requirements related to liquidity management products and services.
  • Balance Sheet (B/S) and Reserve Management:Manage product features and pricing to optimize balance sheet performance and reserve requirements.
  • New Product Development:Identify, develop, and launch new LMS products and features to meet evolving client needs and market demands.
  • Global Solution Localization:Adapt and implement global LMS solutions to the specific requirements of the local market.
  • Market Trend Analysis:Continuously monitor market trends in treasury management and optimization to identify new opportunities and maintain a competitive edge.
  • Value Proposition & Differentiation:Execute client value propositions, positioning, segmentation, pricing, targeting, and channel strategies to establish Citi as the preferred partner.
  • Functional Strategy & Integration:Develop and execute functional strategies for the region, requiring coordination and integration across units. Provide input into strategic decisions affecting the job family or function.
  • Fulltime
Read More
Arrow Right
New

Client Services Treasury Management Principal Associate

Are you looking for a challenging role that includes the convenience of working ...
Location
Location
United States , Plano; Charlotte; Richmond
Salary
Salary:
98900.00 - 112900.00 USD / Year
capitalone.com Logo
Capital One
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High School Diploma, GED or equivalent certification
  • At least 3 years of experience in client services, customer service, business process management, project management, relationship management or risk management
  • At least 3 years of experience in Microsoft Office (Outlook, Excel, Word, PowerPoint) or Google Suite (Sheets, Slides, Docs)
  • Must be within 50 miles driving distance from one of our Capital One hubs in Charlotte, NC, Plano, TX, or Richmond, VA
  • A secure home office environment that is free from background noise and distractions
  • A reliable private internet connection that is not supplied via cellular data or hotspot
  • A private network that is password protected where you have ownership or line of sight to every device on the network
  • Internet service must be provided by Cable or fiber Internet Service Provides (ISP)
  • ISP download speeds on VPN must be at least 5Mbps, with 10+ Mbps preferred
Job Responsibility
Job Responsibility
  • Manage a pod of Client Service associates including development and performance management
  • Lead the management of day-to-day pod BAU work, identify work trends and issues, and review well-managed reports and dashboards to ensure the pod’s work is progressing properly
  • Lead the development of CS strategy, and identify opportunities to improve internal controls, processes, and procedures
  • Serve as process managers of various L3 processes
  • Serve as the first line of defense for troubleshooting identified problems, and as the POC through whom all pod issues, risks, and other escalations are communicated to senior leadership
  • Own the client experience in all interactions including detailed follow through
  • Execute job duties following policies, standards and/or procedures within target turnaround times and quality levels
  • bring awareness to management any constraints or concerns
  • Keep internal and external stakeholders (client, sales, service, operations, product) informed of status, risks and issues to delivery
  • When complaints, problems and/or issues arise work with partners driving to root cause and identifying sustainable, repeatable solutions to ensure repeat occurrences are avoided for all clients
What we offer
What we offer
  • performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
  • comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being
  • Fulltime
Read More
Arrow Right