Treasury Sales Client Officer II - Global Payment Solutions Private Bank

About the role

The Treasury Sales Client Officer (TSCO) is a hybrid junior sales/treasury associate position within the Private Bank division. This role extends the capabilities of the Private Bank team, focusing on Private Bank clients such as Family Offices, Real Estate, Private Equity, and Business Owners.

Responsibilities

• Manage and pursue treasury revenue streams and increase product penetration across an assigned portfolio.
• Partner closely with client-facing teammates to consult on sales opportunities and provide product expertise.
• Direct phone/web-based client calling to retain and grow existing revenue, seek opportunities to deepen solutions per relationship, manage pricing & profitability, and coordinate regular relationship review meetings.
• Work with partners on fulfillment requests and maintain relationships by identifying process inefficiencies, improvements, and industry initiatives that benefit the client.
• Demonstrate strong interpersonal skills and a client-centric mindset while engaging with high-profile Private Bank clients.
• Maintain a client focus, treasury industry expertise, and a broad understanding of the bank's structure.
• Drive revenue and profitability growth by identifying new opportunities and supporting clients with strategic and tactical needs.
• Build relationships with internal business partners and key client decision makers, completing account/portfolio business reviews.
• Ensure 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 updated on progress.
• Participate in the Client Management Process, focusing on client relationship development from new client relationships to deepening existing relationships through thoughtful identification of client needs.
• Manage client escalations and keep the internal team informed, ensuring pricing for clients, billing products and services accordingly, and managing client escalations.
• Identify cross-sell opportunities through account analysis and regular client interactions.
• Manage client escalations and keep internal team informed.
• Protect and grow revenue.

Requirements

• 3 years of prior treasury sales experience.
• Product and financial acumen.
• Expertise in interacting with and influencing people internally and externally through verbal and written communication and strong presentation skills.
• Strong organizational, prioritization, and balancing multiple sales activities abilities.
• A deep understanding of bank structure and the operational aspects of global cash management products and services.
• A passion for continuous learning, courage, and curiosity, along with knowledge of the bank network and effective business partnering.

Qualifications

• Bachelor’s Degree or equivalent work experience.