Treasury Sales Officer II - Healthcare Not Profit - Education

Job Description

This role is responsible for leading product experts supporting Global Transaction Services in client engagements, account management, closing complex and high dollar deals, and emerging solution opportunities with strategic clients. The Treasury Sales Officer (TSO) manages and actively pursues treasury revenue streams and product penetration across an assigned portfolio of For‑Profit Healthcare companies, supporting consistent strong growth through organic client expansion and market share gains.

• Manage and actively pursue treasury revenue streams and product penetration across the assigned portfolio; pursue client prospect opportunities outside the portfolio when appropriate.
• Collaborate with Client Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Global Investment Advisors, Card Managers, Trade/SCF Advisors, Liquidity Specialists, and others to provide US and international treasury solutions that best suit clients’ needs.
• Act as a digital ambassador driving mobile, digital, and real‑time payments adoption; lead strategic dialogues around key client‑centric issues using best practices, peer benchmarking, industry data analytics, and solutioning positioning.
• Engage with complex Not‑For‑Profit Healthcare and Private Higher Education companies as their working capital, financial technology, and trusted advisor.
• Articulate and understand the not‑for‑profit healthcare and higher education environment, engaging in strategic conversations with C‑suite executives and revenue cycle teams.
• Lead speaking engagements for key industry organizations (HFMA, NACUBO, etc.).
• Create impactful client/prospect events centered on industry trends (Innovation, Fraud, Patient Satisfaction, System Integration, etc.).
• Advise clients on P2E and digital strategies involving payments, receipts, liquidity, card solutions, revenue cycle solutions, and eCommerce.
• Maintain momentum with existing clients and prospects, driving expansion of Solutions Per Relationship (SPR).
• Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP/RFI responses, call preparations, and leading client‑facing treasury presentations; evaluate treasury solutions based on cost/benefit analyses for both client and bank profitability.
• Maintain strong client focus while understanding operational and banking aspects; motivate consistent goal achievement and accept performance metrics.
• Drive revenue growth, profitability, client planning, portfolio development, pricing strategy, and proposal development; identify and propose customized treasury solutions.
• Lead pricing and negotiation discussions to optimize relationship profitability and year‑over‑year growth.
• Coach and mentor Treasury Analysts; collaborate with Servicing and Implementation teams to support client needs and deliver solutions.

• 5 years of Treasury Sales Officer experience.
• Ability to travel up to 10% of time.
• Successful track record in treasury management sales; broad familiarity with global treasury products, services, and trends.
• Proven business development and relationship management skills with complex clients.
• Excellent verbal, written, and presentation skills.
• Strong negotiation, active listening, and executive presence.
• Critical and strategic thinking with problem‑resolution ability.
• Strong business and financial acumen.
• Ability to navigate enterprise structures, engage partners, and manage escalation.
• Demonstrated ability to foster strong partnerships within core teams.
• Effective organization of competing priorities while maintaining high client satisfaction.
• Works well both independently and as a collaborative team member in a fast‑paced environment.
• Manages risk while balancing client, team, and bank needs.

• Experience in for‑profit, not‑for‑profit, higher education, or healthcare banking/revenue cycle.
• 5+ years of banking experience.
• Prior card solution experience.
• B.S. or B.A. in finance, accounting, management, or related undergraduate degree.
• Certified Treasury Professional Certification (CTP) or equivalent.
• MBA or equivalent advanced degree.
• Inclusive, motivating,…