Treasury Sales Officer, Non-Bank Financial Institution Segment

Treasury Sales Officer, Non-Bank Financial Institution Segment

New York, New York; Chicago, Illinois

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Job Responsibilities

The Senior Treasury Sales Officer (TSO) is responsible for managing all aspects of the treasury management relationship for a complex portfolio of current and prospective global clients in the Insurance, PayTech and other Non-Bank Financial Institution segments. He or she will partner with Corporate Bankers, Product, Compliance, Credit, Risk and Service partners to present optimal global solutions to meet client objectives. Responsibilities include :

Job Qualifications

Successful history of direct and comprehensive treasury management sales experience. Demonstrates the ability to identify, evaluate and articulate payment flows and potential associated risks for a complex / high risk client segments. Demonstrates the ability to foster strong partnerships with the core team and the ability to build a sincere rapport with client contacts. Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction. Effectively manages risk while balancing the needs of the client, the team, and the bank. Able to effectively work as an individual contributor as well as a close team member in a fast paced environment. Broad and deep familiarity with global treasury management products, services and trends. Strong Executive presence both internally / externally with ability to lead C-suite meetings. Minimum 6 years of relevant experience in banking, treasury, and / or finance. Ability to travel approximately 50% of the time. B.S. / B.A. degree or equivalent work experience. Prior experience supporting Insurance, PayTech, Mortgage or other NBFI client segments and a Certified Treasury Professional certification or equivalent preferred.

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

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