New business development activities including calling efforts, joint sales opportunities and revenue generation.
Maintain professional level (C Suite) calling efforts in order to develop new and existing client relationships.
Creates proactive and strategic dialogues with team members and potential clients surrounding TM industry issues.
Determines and manages non-credit related risk for customer portfolio related to TM solutions.
Calculates and advises internal team regarding TM service profitability for each customer.
Collaborates with the RM team on recommendations for clients.
Managing existing client portfolio, performing relationship reviews, servicing clients and increasing product cross-sell opportunities.
Generating proposals, responding to RFP’s and coordinating the implementation of new clients and services.
Ensuring compliance with applicable federal, state and local laws and regulations.

Undergraduate Degree (4 years or equivalent) or equivalent work experience
10+ Years in a treasury sales role
Certified Treasury Professional designation (CTP) as awarded by the Association for Financial Professionals is strongly preferred

Senior Treasury Management, Sales & Payments Officer

Key skills