Treasury Management Associate
Company: VirtualVocations
Location: Delray Beach
Posted on: January 21, 2025
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Job Description:
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
Keywords: VirtualVocations, Tamarac , Treasury Management Associate, Accounting, Auditing , Delray Beach, Florida
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