Managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio
Provide 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
Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses and leading client-facing treasury presentations
Identify and evaluate treasury solutions based on a client focused cost/benefit analysis and bank focused profitability analysis
Maintain a strong client focus while understanding the operational aspects of the bank.
Drive and is accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, proposal responses
Focus on client relationship development, from growth of new client relationships to deepening existing relationships through thoughtful identification of client needs.
Partner with bankers and product specialists to develop customized treasury solutions by identifying solutions based on client-focused cost and benefit analysis

3 years of Treasury Sales Officer Experience
Ability to Travel between up to 30% of time in normal environment
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.

We provide industry-leading benefits
access to paid time off
resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Treasury Sales Officer I – Business Banking

Key skills