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Treasury Management Sales Associate I

BC Forward • Cincinnati, OH • 1d ago

Job Title: Treasury Management Sales Associate I

Location: (Cincinnati, OH)

Duration: Contract - 4 months

Pay Range: $25.57/hr - $28.57/hr (W2)

Job ID: 408141

About BCforward

BCforward is a leading global IT consulting and workforce solutions firm providing services and support to Fortune 500 and government clients. Founded in 1998, BCforward has grown with our customers needs into a full-service business solutions provider. With delivery centers and offices across North America and India, we take pride in building long-term relationships and delivering excellence through innovation, collaboration, and integrity.

Job Description

We are seeking a Treasury Management Sales Associate I to join our dynamic team. The ideal candidate will have strong experience in banking sales support, client pricing, presentation development, and portfolio management and a proven ability to partner with Treasury Management Officers to deliver proposals, analyze client portfolios, and drive cross-sell opportunities.

Responsibilities:

Support assigned Treasury Management Officers throughout the sales process and integrate with local and regional teams.

Prepare client calls, generate proposals, conduct relationship reviews, perform trend and working capital analyses, and complete pricing and profitability modeling.

Review and data mine assigned portfolios to identify revenue enhancement and cross-sell opportunities.

Own and follow up on small sales opportunities and assist with solution development.

Collaborate with cross-functional deal teams to build overall solutions and clear value propositions for clients.

Participate, coordinate, and contribute to deliver an exceptional experience for internal and external clients.

Execute RFP pricing processes, including proformas, financial modeling, and Middle Office submissions.

Support sensitive or escalated customer service and implementation issues.

Attend prospect and client meetings when appropriate.

Required Skills & Qualifications:

Minimum 2 years of banking industry experience.

Strong verbal and written communication skills.

Creative solution design and problem-solving ability.

Critical thinking and project management experience.

Proven client interaction history and proactive solution development.

Initiative and the ability to work independently while managing multiple tasks.

Advanced proficiency in Microsoft Word, Excel, and PowerPoint.

Preferred Skills:

Experience with pricing and profitability modeling tools and RFP processes.

Exposure to treasury management products and working capital analysis.

Why BCforward?

At BCforward, we believe in advancing lives and careers. When you join our team, you gain access to:

Competitive compensation and benefits

Opportunities for growth with global clients

A supportive, inclusive culture that values innovation and people

Exposure to cutting-edge technologies and projects

About Our Commitment

BCforward is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without

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