Treasury Sales Client Officer II - Global Solutions - Commercial Real Estate

Job Description

Treasury Sales Client Officer is responsible for delivery of integrated treasury solutions to Commercial Real Estate Clients. In this hybrid junior sales/treasury associate role, the primary duties include actively managing and pursuing treasury revenue streams, increasing product penetration across an assigned portfolio, partnering with client‑facing teammates to consult on sales opportunities, and providing product expertise to deliver solutions that meet client objectives.

• Manage day‑to‑day client relationships, retaining and growing existing revenue, seeking opportunities to deepen solutions per relationship, managing pricing & profitability, and conducting phone/web‑based client calls within the Private Bank GPS Division.
• Coordinate regular relationship review meetings with the client team and identify process inefficiencies, improvements, and industry initiatives that benefit the client.
• Serve as a key client‑facing resource, demonstrating strong interpersonal skills and a client‑centric mindset while engaging with some of the world’s most well‑recognized Private Bank Clients.
• Maintain a client focus, treasury industry expertise, client subsector expertise, and a broad understanding of the bank’s structure.
• Drive revenue and profitability growth by identifying new opportunities and supporting clients with both strategic and tactical needs within the region of coverage.
• Develop data‑driven insights and presentations for clients, including recommendations to reduce risk, improve working capital, and digitize payments/receipts.
• Participate in the Client Management Process that focuses on client relationship development from growth of new client relationships to deepening existing relationships through thoughtful identification of client needs.
• Build relationships with internal business partners and key client decision makers and complete account/portfolio business reviews.
• Ensure service and fulfilment related requests/queries are directed to the relevant teams, respond to all client and partner requests in a timely manner, and keep stakeholders up‑to‑date on progress.
• In partnership with Private Bank, maintain pricing for clients (pricing changes, new services) and ensure all products and services are billed accordingly, while managing client escalations and keeping the internal team informed.
• Identify cross‑sell opportunities through account analysis and regular client interaction.
• Manage client escalations and keep internal team informed.
• Protect and grow revenue.

• 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.

• Understanding the working capital flows of real estate private equity, real estate operating companies, real estate investment trusts, and real estate property managers is a key attribute.
• B.S. or B.A. in finance, accounting, management, or another undergraduate degree.

• Account Management
• Client Management
• Customer and Client Focus
• Oral Communications
• Presentation Skills
• Client Solutions Advisory
• Critical Thinking
• Portfolio Analysis
• Problem Solving
• Relationship Building
• Active Listening
• Coaching
• Collaboration
• Prioritization
• Written Communications

Bachelor's Degree or Equivalent Work Experience.

1st shift (United States of America)

40

$ - $ annualized salary, offers to be determined based on experience, education and skill set.

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

This role is currently benefits eligible. 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.