Treasury Sales Officer I
About The Position
The Treasury Sales Officer will manage and aggressively grow treasury revenue and profitability across a portfolio of current and prospective Fortune 500 global companies in the Global Large Corporate Healthcare Group. The role partners with Corporate Bankers and teams across liquidity, investment, payments, receivables, foreign exchange, card, trade, and service to present customized working capital and treasury solutions that meet client objectives. The position focuses on treasury management solutions—including liquidity management, payments and receipts, trade and supply chain finance, foreign exchange, and commercial card services—combining technology with personalized client service. The Treasury Sales Officer develops client relationships, identifies client needs, and supports digital adoption while maintaining expertise in treasury management, the industry, client subsectors, and the bank’s structure. The role is based at one of the listed U.S. offices and requires at least 50% travel.
Requirements
- At least 5 years of direct treasury management sales experience with U.S. domestic and global solutions, including areas such as liquidity strategies, foreign exchange, and trade.
- Broad and deep familiarity with global treasury management products, services, and trends.
- Ability to travel at least 50% of the time.
- Proven business development and relationship management skills with corporate clients.
- Excellent verbal and written communication and presentation skills.
- Proven negotiation and active listening skills, with strong executive presence.
- Ability to build strong partnerships within the core team and sincere rapport with client contacts.
- Ability to manage competing priorities in an organized manner while maintaining consistent client satisfaction.
- Collaborative approach, openness to diverse perspectives, adaptability, and willingness to learn and share knowledge.
Nice To Haves
- Bachelor of Science or Bachelor of Arts in finance, accounting, management, or another undergraduate degree.
- Ability to keep abreast of evolving healthcare trends, the macroeconomic landscape, and technological advancements and bring forward-looking ideas to clients.
- Ability to coordinate across Product, Credit, Servicing, and coverage teams globally to deliver positive client outcomes.
- Ability to navigate discussions with senior client contacts, influence, and build strong relationships.
- Data-driven mindset and comfort using data analytics to provide valuable insights to clients.
Responsibilities
- Manage and grow treasury revenue and profitability across current and prospective global corporate clients.
- Drive responsible revenue and balance-sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and client-facing treasury presentations.
- Partner with bankers and product specialists across the enterprise to develop customized treasury solutions using client-focused cost-benefit analysis and bank-focused profitability analysis.
- Lead client pricing and negotiation discussions for treasury management products to optimize relationship profitability and year-over-year growth.
- Participate actively in the Client Management Process, developing client relationships, winning new relationships, and deepening existing relationships through identification of client needs.
- Encourage adoption of mobile, digital, and real-time payments, and lead strategic dialogues on client-centered issues using best practices, peer benchmarking, industry data analytics, and solution positioning.
- Maintain an in-depth client focus, treasury industry expertise, client subsector expertise, and broad understanding of bank structure.
- Coordinate with partners across the enterprise to present solutions aligned with client objectives.
Benefits
- Industry-leading benefits
- Paid time off
- Resources and support for employees
- Eligibility to participate in the annual discretionary incentive plan, with awards based on individual performance and behavior, line-of-business or group performance and contributions, and overall company success
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
