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Posted 11 August, 2026

Treasury Management Sales Associate I

BC Forward
Carlsbad, CA, US Full Time

Job Description

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: 408142 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 treasury management sales support, pricing analysis, portfolio management, proposals, and cross-functional coordination and a proven ability to execute sales support activities with accuracy, manage competing priorities, and contribute to revenue growth and client satisfaction. Responsibilities: Support assigned Treasury Management Officers throughout the sales process and integrate with local and regional teams. Support pricing activities, including proformas, profitability analysis, pricing models, approval submissions, and supporting documentation. Engage in portfolio management activities, relationship reviews, working capital analysis, and identification of revenue enhancement and cross-sell opportunities. Support proposal and RFP processes, including intake review, coordination of responses, stakeholder engagement, tracking deliverables, and submission support. Coordinate activities across internal partners to support solution development and execution of sales opportunities. Maintain sales pipeline reporting, opportunity tracking, and administrative activities that support Treasury Management sales efforts. Assist with implementation follow-up, service requests, issue resolution, and sales support activities. Support process improvement initiatives, documentation maintenance, reporting, and special projects. Participate in internal sales strategy discussions and team meetings as appropriate. Work jointly with cross-functional partners to deliver an exceptional experience for internal and external clients. Required Skills & Qualifications: Minimum 2 years of banking, treasury management, commercial banking, sales support, or related financial services experience. Strong verbal and written communication skills. Strong analytical, organizational, and problem-solving skills. Critical thinking and project management experience. Ability to manage multiple priorities and deadlines in a fast-paced environment. Demonstrated initiative and ability to work independently while collaborating effectively across teams. Proficiency in Microsoft Word, Excel, and PowerPoint. Experience supporting sales processes, pricing, proposals, RFPs, or portfolio management activities preferred. Preferred Skills: Familiarity with treasury management products and working capital solutions. Experience with CRM tools and sales pipeline reporting. 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 regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, or veteran status. Interested? Apply Now! If this sounds like the right opportunity for you, please apply with your most recent resume.