Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance.
Monitors implementation activities to ensure alignment with timelines.
Provides tailored treasury management solutions and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes.
Manages sales processes, client engagement and outcomes.
Leads business development efforts by building and nurturing strategic relationships with prospects and existing clients, identifying opportunities for cross-selling treasury and cash management solutions, and leveraging professional networks to expand business reach.
Oversees client implementation activities to ensure timely delivery, providing actionable feedback for internal process refinement and improved client experiences.
Serves as a subject matter expert, delivering innovative treasury solutions to enhance client and internal operational efficiency.
Represents the organization at industry forums and community events, utilizing market insights and trends to reinforce the Bank’s brand and identify new business opportunities.
Executes on strategic initiatives by coordinating cross-functional teams, ensuring alignment with business goals, operational excellence, and market-leading practices.
Champions process optimization by spearheading large-scale workflow improvements and integrating best practices across treasury and payment operations to enhance operational efficiency.
Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs.
Supports implementation activities, including documentation, pricing, and project timelines ensuring timely delivery and continuous process improvements.
Requirements
7+ years of relevant experience in Treasury Payment Solutions
Must have leadership experience
Must have the ability to mentor and coach
Must have the ability to manage escalations
Bachelor’s degree required, Master’s degree preferred; Business Administration, Finance and Accounting preferred
Any other related discipline or commensurate work experience is considered
Advanced level of proficiency: Structuring Deals
Expert level of proficiency: Treasury Management, Cash Management, Payment Technologies, Financial Analysis, Risk Assessment, Quality Assurance, Auditing, Regulatory Compliance, Data Analysis, Reporting, Sales, CRM, Problem Solving, Collaboration