Treasury Sales Officer II

Treasury Sales Officer II

This job is responsible for the delivery of integrated treasury solutions to clients and prospects that may be in the United States (US) or global. Key responsibilities include actively managing and pursuing treasury revenue streams along with 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 :

• Drives responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations
• Partners with bankers and Product Specialists across the enterprise to develop customized treasury solutions by identifying new opportunities 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
• Consults within the Client Management Process (CMP) on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs
• Fosters digital adoption by driving mobile, digital, and real time payments adoption and manages strategic dialogues around key client centric issues, while leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning
• Leads, coaches, and develops Treasury Sales Analysts (TSA), Treasury Sales Officers (TSO), and Treasury Sales Client Officers (TSCO) in day-to-day support of client deliverables
• Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure

Managerial Responsibilities :

The Treasury Sales Officer (TSO) will be responsible for managing and aggressively growing treasury revenue across a portfolio of Large Corporate GIG 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 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 :

Desired Qualifications :

Skills :

Shift : 1st shift (United States of America)

Hours Per Week : 40