Managing a portfolio of clients with duties that include developing measurable strategic plans to foster expansion
Developing effective marketing and communication plans
Ensuring bank product offerings and service support meets our Business Banking client expectations
Serving a lead role in the coordination of complex Request for Proposal processes together with the Treasury Sales teams
Building partnerships with business partners and key client decision makers
Completing portfolio business reviews with a focus on revenue realization
Retaining and growing existing revenue
Seeking opportunities to deepen solutions per relationship
Managing pricing & profitability and direct phone/web-based client calling
Coordinating regular relationship review meetings with the client team
Keeping stakeholders up-to-date on progress

3 years of prior treasury sales experience
Product and financial acumen
Ability to interact with and influence people internally and externally by expert use of verbal and written communication and through strong presentation skills
Ability to read and leverage data to proactively identify trends and opportunities
Strong ability to organize, prioritize and balance multiple sales activities
A deep understanding of bank structure and the operational aspects of global cash management products and services
Understanding of and adherence to risk guidelines to proficiently identify, manage and escalate risk to grow the business responsibly
Passionately curious, courageous, knowledge of bank network and effective business partnering

Treasury Sales Client Officer II – Business Banking

Key skills