Associate, Treasury Sales Associate - Large Corporate Sales, Global Payments Solutions, Frankfurt

Job Description

Job Title: Treasury Sales Associate

Corporate Title: Associate

Location: Frankfurt

Responsibilities

As a Treasury Sales Associate (TSA) you will partner with Treasury Sales Officers (TSO) to deliver integrated treasury solutions to large corporate German‑based HQ clients. The role involves client acquisition, deepening relationships, supporting research, and coordinating the Client Management Process (CMP) from planning to follow‑up.

• Support sales through implementation by coordinating the CMP, focusing on client acquisition and deepening existing relationships through planning, calling, meeting preparation, delivery, and follow‑up.
• Partner with product specialists and support partners to develop strategies to grow revenue and deepen relationships with customized solutions.
• Conduct industry, client, and prospect research to develop strategies and create proposals and pitchbooks for pre‑call planning.
• Review pipeline and create reports for the TSO as needed.
• Maintain and log information around the execution of the client contact strategy.
• Participate in the contract management process when required.
• Contribute to credit facility activities.
• Serve as a primary participant in annual review events.
• Research client information in preparation for receiving a Request for Proposal (RFP).
• Prepare materials to introduce new ideas, capabilities, and solutions to clients and prospects.
• Proactively inform and advise clients of enhancements and improvements in capabilities.
• Complete price and cost benefit analysis models to develop pricing strategies.
• Support clients through implementation, onboarding, and training activities.
• Ensure the accuracy of sales data, managing pipelines, call reporting, and profitability reporting.
• Participate in in‑person calling activities and ad‑hoc direct sales opportunities with TSOs.
• Leverage tools, systems, and resource sites to produce appropriate data based on call type, analyse the data, and share with the TSO.
• Ensure data integrity of sales reporting.

Desired Profile

• Highly‑motivated individual
• Client‑centric focus
• Experience in internal and external advocacy
• Capacity to challenge the status quo
• Collaborative with the ability to influence conversations and incorporate diverse viewpoints
• Innovative with forward‑thinking ideas

Qualifications

• Bachelor’s degree or equivalent work experience in a similar role with demonstrated results.
• Experience in transaction banking, corporate banking, implementation, client service, or product functions.
• Strong business acumen, effective interpersonal and communication skills, and concise written and verbal communication.
• Strong presentation skills.
• Customer‑centric focus and a culture of compliance.
• Fluency in English required; German language skills beneficial.
• Ability to manage relationships with clients and stakeholders.
• Ability to learn and adapt.
• Strong teamwork, collaboration, organisational skills, and the ability to prioritise and work under pressure to meet deadlines.

Equal Opportunity Employer

We are an equal‑opportunity employer and ensure that no applicant is subject to less‑favourable treatment on the grounds of sex, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio‑economic background, responsibility for dependants or physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience.