Treasury Sales Client Officer II

About the role

Treasury Sales Client Officers are responsible for managing day to day relationships with Middle Market clients. The primary responsibilities include retaining and growing existing revenue, seeking opportunities to deepen solutions per relationship, manages pricing & profitability, and direct phone/web-based client calling. Treasury Sales Client Officer II is responsible for delivery of integrated treasury solutions to clients within an assigned portfolio. Partners closely with client-facing teammates to consult on sales opportunities and provides the product expertise and consultation necessary to deliver the best possible solution to the client.

Responsibilities

• Actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio
• Partnering closely with client-facing teammates to consult on sales opportunities
• Providing product expertise to deliver the best possible solution that meets the objectives of the client/prospect
• Working regularly with partners on fulfillment requests
• Coordinating regular relationship review meetings with the client team and looking at any process inefficiencies, improvements and industry initiatives that would benefit the client
• Maintaining a client focus, treasury industry expertise, client subsector expertise, and a broad understanding of the bank's structure
• Driving revenue and profitability growth by identifying new opportunities and supporting clients with both strategic and tactical needs within the region of coverage
• Developing data driven insights and presentations for clients, including recommendations to reduce risk, improve working capital, and digitization of payments/receipts
• Participating in the Client Management Process that focuses on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs
• Building relationships with internal business partners and key client decision makers and completes account/portfolio business reviews
• Ensuring service and fulfilment related requests/queries are directed to the relevant teams accordingly, responding to all client and partner requests in a timely manner, and keeping stakeholders up-to-date on progress
• Maintaining 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
• Identifying cross-sell opportunities through account analysis & regular client interaction
• Managing client escalations and keep internal team informed
• Protecting and growing revenue

Required Skills

• 3 years of prior treasury sales experience
• Product and financial acumen
• Ability to interact with and influence people internally and externally by expert use of verbal and written communication and through 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, knowledge of bank network and effective business partnering

Qualifications

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