Treasury Sales Officer I - Healthcare Not For Profit - Higher Education

About the role

The Healthcare NFP Higher Education Group Treasury Sales Officer (TSO) is responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of For Not For Profit Healthcare companies and Higher Education. This is a TSO hire to support the consistent strong growth we have seen in healthcare, driven by organic client growth and market share gains.

Responsibilities

• Act as digital ambassador driving mobile, digital and real time payments adoption
• Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning
• Engage with complex Not-For-Profit Healthcare and Private Higher Education companies as their working capital, financial technology and trusted advisor
• Articulate and understand the, not-for-profit, healthcare and higher education environment with respect to reform and other industry issues – be able to engage in strategic conversations with C-suite executives and Revenue Cycle teams
• Proactively create impactful client/prospect events centered on industry trends (Innovation, Fraud, Patient Satisfaction, System Integration, etc)
• Advise clients on P2E and digital strategies involving payments, receipts, liquidity, card solutions, revenue cycle solutions and eCommerce
• Engage with driven and experienced client teams to keep momentum going with existing clients and prospects
• Drive expansion of Solutions Per Relationship (SPR)
• Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client-facing treasury presentations
• Maintain a strong client focus while also understanding the operational aspects of the bank
• Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning
• The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics
• Drives and is accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, proposal and presentation development and delivery
• Focuses on client relationship development, from growth of new client relationships to deepening existing relationships through the thoughtful identification of client needs
• Ensures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations
• Pairs with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client-focused cost and benefit analysis and bank-focused profitability analysis
• Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth
• Coaches and mentors Treasury Analysts and works with Servicing and Implementation teams to support client needs and deliver solutions

Qualifications

• 3 years of Treasury Sales Officer Experience
• 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 a 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/financial acumen
• Able to successfully maneuver through the enterprise, engage partners and escalate as needed
• Demonstrates the ability to foster strong partnerships within the core team
• Able to effectively work as an individual contributor as well as a close team member in a fast paced environment
• Able to effectively manage competing priorities in an organized fashion while maintaining a consistent high level of client satisfaction