Sr Treasury Management Sales Officer - Middle Market Banking

Responsibilities

• Own and execute the Treasury Management sales strategy for an assigned Middle Market portfolio, market, or coverage area, with accountability for new business development, relationship expansion, client retention, revenue, and deposit growth.
• Partner proactively with Middle Market Relationship Managers, market leaders, and other lines of business to identify opportunities, develop account plans, generate qualified leads, conduct joint calls, and advance opportunities through the sales process.
• Lead polished, professional, needs-based discovery conversations with client leadership and functional stakeholders, including treasury, finance, accounting, operations, accounts payable, accounts receivable, technology, and risk teams.
• Evaluate current-state payment flows, receivables processes, liquidity and account structures, reporting needs, fraud controls, service-delivery requirements, and client technology environments to identify operating challenges and strategic opportunities.
• Design and position holistic Treasury Management solutions across payables, receivables, liquidity management, information reporting, fraud prevention, digital banking, data transmission, ERP connectivity, commercial card, merchant services, and other relevant payment solutions.
• Lead client presentations, demonstrations, proposals, pricing discussions, and negotiations; clearly articulate the business value, operational impact, implementation considerations, and risk controls associated with recommended solutions.
• Develop and execute engagement plans for strategic Middle Market clients and prospects, including pre-call planning, stakeholder mapping, competitive strategy, solution design, pricing approach, and defined next steps.
• Conduct regularly scheduled client reviews with key Treasury Management clients to gather feedback on existing services, review and update user permissions and account access, introduce relevant new products and services, and understand the client's goals, priorities, and anticipated needs for the future.
• Manage a disciplined sales pipeline, maintain accurate opportunity data and calling activity, provide reliable forecasting, and follow through on commitments and next steps.
• Coordinate with Product Management, Support and Implementation, Operations, Risk, Credit, Legal, and other partners to validate solution feasibility, address client requirements, and support a smooth implementation handoff and post-sale transition.
• Review Requests for Proposals and Requests for Information; lead or coordinate pricing, solution development, written responses, and formal presentations in partnership with bankers and subject-matter experts.
• Maintain strong knowledge of Treasury Management products, services, pricing, account analysis, service setup requirements, implementation processes, client digital platforms, file formats, data transmission methods, and related operational procedures.
• Maintain awareness of competitor capabilities, industry trends, regulatory considerations, payment