Treasury Sales Client Officer II

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, etc.
• Participates in the Client Management Process that focuses on client relationship development from growth of new client relationships to deepening existing relationships through thoughtful identification of client needs
• Buils 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 accordingly, 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 & regular client interaction
• Manages client escalations and keeps internal team informed
• Protects and grows revenue

Qualifications

• 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
• 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