Global Treasury & Payments Advisor II

About the role

This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office. This role is responsible for relationship management and proposal development and serves as a bridge between foundational execution and strategic advisory services to drive client growth and treasury/payment products adoptions.

Responsibilities

• Determine profitability of existing and prospective banking relationships and direct sales efforts accordingly.
• Conduct sales efforts and annual relationship reviews with clients.
• Participate in pre-bid conferences, fact-gathering analysis, and follow-up calls to identify client needs and solicit new revenue.
• Translate client needs and market insights into actionable treasury and payments strategies in partnership with senior advisors.
• Educate clients and commercial relationship managers on Treasury Services concepts, products, features, and benefits.
• Serve as a general resource for associates through product and services knowledge.
• Coordinate, supervise, and implement the setup of sales closings for clients.
• Act as a trusted resource for clients, supporting mid-sized client portfolios and delivering tailored recommendations, under the guidance of senior advisors.
• Prepare and present formal written proposals for prospective commercial relationships based on needs.
• Mine for prospective cross-selling opportunities from the Bank's customer databases.
• Develop strategies to expand existing client relationships and acquire new business.
• Partner with cross-functional teams (e.g., product, risk, compliance, etc.) to ensure integrated delivery of treasury solutions and regulatory adherence.
• Stay abreast of emerging market trends, technologies, and regulatory changes impacting treasury and payments