Treasury Sales Officer II- Global Payment Solutions - Non Bank Financial Institutions
About The Position
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. This job is responsible for the delivery of integrated treasury solutions to Non-Bank Financial Institution clients and prospects covered by the Global Commercial Bank. 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. 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. This individual will also need to identify and evaluate treasury solutions based on a client focused cost/benefit analysis and bank focused profitability analysis Maintains a strong client focus while also understanding the operational aspects of the bank. A strong bank and industry awareness of various treasury products and services used by clients will also aid in the success. Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics. 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 Partners with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions 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 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
- Ability to Travel between up to 10% of time including long day and some overnight travel.
- 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.
- Effectively manages competing priorities in an organized fashion while maintaining a consistent high level of client satisfaction.
- Able to effectively work as an individual contributor as well as a close team member in a fast-paced environment.
- Effectively manages risk while balancing the needs of the client, the team, and the bank.
Nice To Haves
- B.S. or B.A. in finance, accounting, management, or another undergraduate degree
- Certified Treasury Professional Certification (CTP) or equivalent
- MBA or Equivalent
- International Cash Management, Card Solutions, and/or Trade & Supply Chain Finance experience
- Seeking motivating team players who value collaboration, hard work, and celebrating shared success
- Seeking highly engaged teammates whose intensity and intentions align with the work we are doing for our clients and in our communities
- Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo
- Seeking strong, clear communicators who value giving and receiving feedback, easily build relationships, act decisively while being flexible and continuing to learn in the role.
Responsibilities
- Delivery of integrated treasury solutions to Non-Bank Financial Institution clients and prospects.
- Actively managing and pursuing treasury revenue streams.
- Increasing product penetration across an assigned portfolio.
- Partnering closely with client-facing teammates to consult on sales opportunities.
- Providing product knowledge to deliver the best possible solution to meet client and prospect needs.
- Acting as a digital ambassador driving mobile, digital, and real-time payments adoption.
- Managing and leading 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.
- Identifying and evaluating treasury solutions based on a client-focused cost/benefit analysis and bank-focused profitability analysis.
- Maintaining a strong client focus while understanding the operational aspects of the bank.
- Driving and being accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery.
- Focusing on client relationship development, from growth of new client relationships to deepening existing relationships.
- 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.
- Partnering with bankers and product specialists to develop customized treasury solutions.
- Leading pricing and negotiation discussions with the client for treasury management products.
- Coaching and mentoring Treasury Analysts.
- Working with Servicing and Implementation teams to support client needs and deliver solutions.
Benefits
- Access to paid time off
- Resources and support to our employees
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
