Treasury Sales Officer II - Global Commercial Banking - Middle Market

About the role

The Treasury Sales Officer (TSO) is responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Middle Market firms with corporate revenues of $100 million to $2 billion. The TSO will partner with Relationship Bankers, GPS Product Specialists and others across the enterprise to develop and deliver customized treasury solutions that meet client objectives.

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.
• Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client-facing treasury presentations. Identify and evaluate treasury solutions based on a client focused cost/benefit analysis and bank focused profitability analysis.
• Maintain a strong client focus while also understanding the operational aspects of the bank. A strong bank and industry awareness of various treasury products and services used by clients will also aid in the success.
• Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning. Be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics.
• Drive and be accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery.
• Focus on client relationship development, from growth of new client relationships to deepening existing relationships through the 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 by identifying solutions based on client-focused cost and benefit analysis and bank-focused profitability analysis.
• Lead pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth.
• Coach and mentor Treasury Analysts and work with Servicing and Implementation teams to support client needs and deliver solutions.

Required qualifications

• 5 years of Treasury Sales Officer Experience
• Ability to Travel between up to 30% of time in normal environment
• 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/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 consistent high level of client satisfaction
• Able to effectively 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

Desired skills

• B.S. or B.A. in finance, accounting, management, or another undergraduate degree
• Certified Treasury Professional Certification (CTP) or equivalent
• MBA or Equivalent
• International Cash Management, Card Solutions, and/or Trade & Supply Chain Finance experience
• Inclusive and Inspiring: Seeking motivating team players who value collaboration, hard work, and celebrating shared success
• Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align with the work we are doing for our clients and in our communities
• Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo
• Confident and Agile: Seeking strong, clear communicators who value giving and receiving feedback, easily build relationships, act decisively while being flexible and continuing to learn in the role

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