Treasury Sales Officer - Global Solutions Middle Market

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This job is responsible for the delivery of integrated treasury solutions to General Industry clients and prospects in the Middle Market 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.

• The Treasury Sales Officer (TSO) is responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Middle Market entities with corporate revenue values between $50 million and $2 billion.
• 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.
• Maintain a strong client focus while understanding operational aspects of the bank. Keep up‑to‑date with treasury products and services used by clients.
• Drive and be accountable for revenue growth, profitability, client planning, portfolio development, pricing strategy, proposal and presentation development and delivery.
• Focus on client relationship development, from growth of new relationships to deepening existing ones through thoughtful identification of client needs.
• Ensure responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, and proposal responses.
• Partner with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client‑focused cost and benefit analysis.
• Lead pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and year‑over‑year growth.
• Coach and mentor Treasury Analysts and work with Servicing and Implementation teams to support client needs and deliver solutions.

• 3 years of Treasury Sales Officer experience.
• Ability to travel up to 25% of the time.
• Successful track record in treasury management sales with broad familiarity of global treasury products, services and trends.
• Proven business development and relationship‑management skills with complex clients.
• Excellent verbal and written communication and presentation skills.
• Strong negotiation, active listening skills and executive presence.
• Strategic thinking and problem‑resolution ability.
• Strong business/financial acumen.
• Ability to navigate the enterprise, engage partners and, if necessary, steer escalation.
• Fosters strong partnerships within the core team.
• Manages competing priorities while maintaining high client satisfaction.
• Works effectively as an individual contributor and a close team member in a fast‑paced environment.
• Manages risk while balancing client, team and bank needs.

• B.S. or B.A. in finance, accounting, management or related field.
• Certified Treasury Professional (CTP) or equivalent.
• MBA or equivalent.
• International banking experience.
• Strong collaboration, passion, innovation, confidence and agility.

• Account management, business development, client management, client solutions advisory, customer focus, critical thinking, portfolio analysis, presentation skills, relationship building, sales strategy, coaching, collaboration, oral communication, prioritization, prospecting.

Bachelor’s degree or equivalent work experience.

1st shift (United States of America)

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