A Liquidity Associate partners with Commercial Bank sales teams to deliver account structuring and cash management solutions to clients. The role includes subject matter expertise, sales management, and portfolio management.
Job responsibilities
- Supports team members to ensure deliverables meet customer requirements and provide value
- Participates in strategic initiatives and coordinates on projects that contribute to the definition and configuration of our product offerings and capabilities
- Coordinates with the team to understand and assess current state, data capabilities, and the delivery of strategic solutions
- Aggregates the data needed to support the construction of pricing proposals and value analysis reports
Required qualifications, capabilities, and skills
- 3+ years of experience in treasury sales, relationship management, liquidity product and/or investment management
- Proven ability to simultaneously manage multiple, complex deliverables
- Strong quantitative and qualitative analytical skills - specifically, the ability to distill complex topics into concise verbal and written presentations
- Teamwork oriented working with cross-functional partners in a dynamic environment
- Proficiency in Microsoft Office Suite and emerging AI tools