Treasury Sales Officer I - Global Payment Solutions - Business Banking

About the role

This role leads product experts supporting Global Transaction Services in client engagements, account management, closing complex and high-dollar deals, and emerging solution opportunities with strategic clients. Key responsibilities include participating as the product sales or industry expert in client calls, identifying opportunities, influencing solutions, and driving collaboration between product, sales, and client relationship teams to package market-leading solutions that address client challenges.

Responsibilities

• Manage and actively pursue treasury revenue streams and product penetration across an assigned portfolio of Business Banking entities with corporate revenue values between $20 million to $50 million; in some cases, pursue client prospect opportunities outside of the portfolio.
• Work closely with partners such as Client Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Global Investment Advisors, Card Managers, Trade/SCF Advisors, Liquidity Specialists, and others across the enterprise to provide U.S. and international treasury solutions tailored to clients’ needs.
• Act as a digital ambassador driving adoption of mobile, digital, and real-time payments.
• Manage and lead strategic dialogues around key client-centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solution positioning.
• Accountable for revenue and product growth, client calling initiatives, portfolio development, pricing, RFP/RFI responses, call preparations, and leading client-facing treasury presentations.
• Identify and evaluate treasury solutions based on client-focused cost/benefit analysis and bank-focused profitability analysis.
• Maintain strong client focus while understanding the operational aspects of the bank; possess strong bank and industry awareness of various treasury products and services.
• Drive and be accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal/presentation development and delivery.
• Focus on client relationship development, from growth of new client relationships to deepening existing relationships through thoughtful identification of client needs.
• Ensure responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and lead client-facing treasury presentations.
• Partner with bankers and product specialists across the enterprise to develop customized treasury solutions.
• Lead pricing and negotiation discussions with clients for treasury management products to optimize relationship profitability and year-over-year growth.
• Coach and mentor Treasury Analysts and work with Servicing and Implementation teams to support client needs and deliver solutions.

Requirements

• 3 years of Treasury Sales Officer experience.
• Ability to travel up to 20% of the time.
• Successful track record in treasury management sales.
• Broad and deep familiarity with global treasury management products, services, and trends.
• Proven business development and relationship management skills with complex clients.
• Excellent verbal and written communication and presentation skills.
• Proven negotiation and active listening skills; strong executive presence.
• Adept at critical and strategic thinking and problem resolution.
• Strong business and financial acumen.
• Ability to successfully maneuver through the enterprise, engage partners, and escalate as needed.
• Demonstrates the ability to foster strong partnerships within the core team.
• Effectively manages competing priorities in an organized fashion while maintaining a high level of client satisfaction.
• Able to work as an individual contributor as well as a close team member in a fast-paced environment.
• Effectively manages risk while balancing the needs of the client, the team, and the bank.

Qualifications

• Bachelor’s Degree or equivalent work experience (required).
• B.S. or B.A. in finance, accounting, management, or another undergraduate degree (desired).
• Certified Treasury Professional Certification (CTP) or equivalent (desired).
• MBA or equivalent (desired).

Skills

• Account Management
• Business Development
• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Critical Thinking
• Portfolio Analysis
• Presentation Skills
• Relationship Building
• Sales Strategy
• Coaching
• Collaboration
• Oral Communications
• Prioritization
• Prospecting

Schedule

1st shift (United States of America), 40 hours per week.