Treasury Sales Officer
This job is responsible for the delivery of integrated treasury solutions to clients and prospects in the United States (US) or globally. Key responsibilities include actively managing and pursuing treasury revenue streams, increasing product penetration across an assigned portfolio, and partnering closely with client-facing teammates to consult on sales opportunities. Job expectations include providing product knowledge to deliver the best possible solution to meet the client and prospect's needs.
Responsibilities include ensuring responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leading client-facing treasury presentations. Partners with bankers and product specialists across the enterprise to develop customized treasury solutions, leads pricing and negotiation discussions, participates actively in the Client Management Process, fosters digital adoption, and maintains an in-depth client focus, treasury industry expertise, and a broad understanding of bank structure.
The Treasury Sales Officer will be responsible for managing and aggressively growing treasury revenue across a portfolio of Large Corporate Natural Resource Group clients. He or she will partner with Corporate Bankers, Trade, Liquidity, Investment, Foreign Exchange partners, and others across the enterprise to develop customized treasury solutions that meet client objectives. The TSO will focus on growth of new and underpenetrated client relationships and expansion of existing relationships. The TSO will be accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal / presentation development / delivery. The TSO will maintain a strong client focus, treasury industry expertise, understanding of the evolving tech, innovation, Energy Transition, and ESG landscape, client subsector expertise, and a broad understanding of bank structure and the operational aspects of global cash management products and services. The TSO will possess strong communication and interpersonal skills, the ability to influence, lead and mobilize business partners, and appropriate financial acumen. The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves.
Required Qualifications include inclusive and inspiring team players, authentic and passionate engagement, innovative and curious mindset, confident and agile communication, excellent verbal / written communication and presentation skills, proven negotiation and active listening skills, business development and relationship management skills, critical / strategic thinking and problem resolution skills, broad and deep treasury / cash management industry experience, ability to demonstrate creative thinking while adhering to guidelines, strong business / financial acumen, ability to foster strong partnerships, strong time management and prioritization skills, ability to effectively manage risk, ability to work as an individual contributor as well as a supportive and collaborative team member, and strong executive presence both internally / externally.
Desired Qualifications include intrinsic motivation to continuously improve processes, ability to lead small groups, desire to mentor and sponsor other Associates, Certified Treasury Professional certification or equivalent.
Skills include 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.
Shift : 1st shift (United States of America). Hours Per Week : 40.
Treasury Sales Officer • Charlotte, NC, US