Treasury Sales Officer II - Global Payment Solutions - Middle Market Technology

About the role

The Treasury Sales Officer (TSO) is responsible for leading product experts supporting Global Transaction Services in client engagements, account management, closing complex and high-dollar deals, and/or emerging solution opportunities with strategic clients. Key responsibilities include participating as the product sales or industry expert in client calls, identifying opportunities and influencing solutions, and driving collaboration between product, sales, and client relationship teams to package marketing leading solutions that address client challenges.

Responsibilities

• Participate as the product sales or industry expert in client calls, identifying opportunities and influencing solutions
• Drive collaboration between product, sales, and client relationship teams to package marketing leading solutions that address client challenges
• Manage and pursue treasury revenue streams and product penetration across an assigned portfolio
• Work closely with several partners including Relationship 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 US and sometimes international treasury solutions that best suit the clients' needs
• 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
• Manage and lead strategic dialogues around key client-centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning
• Drives and is accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and 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
• 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

Requirements

• 5 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 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
• 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

Qualifications

• Bachelor’s Degree or Equivalent Work Experience

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