Treasury Sales Client Officer II

About the role

This hybrid junior sales/treasury associate role is responsible for managing a portfolio of Middle Market clients. Key duties include developing measurable strategic plans to foster expansion, creating effective marketing and communication plans, and ensuring bank product offerings and service support meet client expectations. The role serves as a lead in coordinating complex Request for Proposal processes with Treasury Sales teams, building partnerships with business partners and key client decision makers, and completing portfolio business reviews with a focus on revenue realization.

Responsibilities

• Maintains a client focus, treasury industry expertise, client subsector expertise, and a broad understanding of the bank's structure
• Drives revenue and profitability growth by identifying new opportunities and supporting clients with both strategic and tactical needs within the region of coverage
• Develops data-driven insights and presentations for clients, including recommendations to reduce risk, improve working capital, and digitize payments/receipts
• Participates in the Client Management Process, focusing on client relationship development from growth of new client relationships to deepening existing relationships through thoughtful identification of client needs
• Builds relationships with internal business partners and key client decision makers and completes account/portfolio business reviews
• Ensures service and fulfillment-related requests/queries are directed to the relevant teams, responding to all client and partner requests in a timely manner, and keeping stakeholders up-to-date on progress
• Maintains pricing for clients (pricing changes, new services) and ensures all products and services are billed accordingly, while managing client escalations and keeping the internal team informed
• Identifies cross-sell opportunities through account analysis and regular client interaction
• Manages client escalations and keeps the internal team informed
• Protects and grows revenue

Requirements

• 3 years of prior treasury sales experience
• Product and financial acumen
• Ability to interact with and influence people internally and externally through expert use of verbal and written communication and strong presentation skills
• Ability to read and leverage data to proactively identify trends and opportunities
• Strong ability to organize, prioritize, and balance multiple sales activities
• A deep understanding of bank structure and the operational aspects of global cash management products and services
• Understanding of and adherence to risk guidelines to proficiently identify, manage, and escalate risk to grow the business responsibly
• Passionately curious, courageous, knowledgeable of bank network, and effective in business partnering

Qualifications

• B.S. or B.A. in finance, accounting, management, or another undergraduate degree (desired)

Skills

• Account Management
• Client Management
• Customer and Client Focus
• Oral Communications
• Presentation Skills
• Client Solutions Advisory
• Critical Thinking
• Portfolio Analysis
• Problem Solving
• Relationship Building
• Active Listening
• Coaching
• Collaboration
• Prioritization
• Written Communications

Schedule

1st shift (United States of America), 40 hours per week. This role follows an in-office culture with clear expectations while providing flexibility based on role-specific responsibilities and business needs.