Treasury Sales Client Officer II - Global Solutions Private Bank

Job Description

Treasury Sales Client Officer is responsible for delivery of integrated treasury solutions to Private Bank clients. Partners closely with client-facing teammates to consult on sales opportunities and provide product expertise to deliver the best possible solution.

In this hybrid junior sales/treasury associate role, key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio; partnering closely with client-facing teammates to consult on sales opportunities; as well as providing product expertise to deliver the best possible solution that meets the objectives of the client/prospect.

• Managing day-to-day relationships with clients, retaining and growing existing revenue, seeking opportunities to deepen solutions per relationship, managing pricing & profitability, and direct phone/web-based client calling within the Private Bank GPS Division.
• Coordinating regular relationship review meetings with the client team and working with partners on fulfillment requests.
• Demonstrating strong interpersonal skills and a client‑centric mindset while engaging with top Private Bank clients.
• Maintaining treasury industry and client subsector expertise and a broad understanding of the bank's structure.
• Driving revenue and profitability growth by identifying new opportunities and supporting clients with both strategic and tactical needs within the coverage region.
• Developing data‑driven insights and presentations for clients, including recommendations to reduce risk, improve working capital, and digitize payments/receipts.
• Participating in the Client Management Process focusing on client relationship development from new client acquisition to deepening existing relationships.
• Building relationships with internal business partners and key client decision makers and completing account/portfolio business reviews.
• Ensuring service and fulfilment related requests are directed to relevant teams and responding to all client and partner requests timely.
• Maintaining pricing for clients and ensuring all products and services are billed accordingly while managing client escalations.
• Identifying cross‑sell opportunities through account analysis and regular client interaction.
• Managing client escalations and protecting and growing revenue.

• 3 years of prior treasury sales experience.
• Product and financial acumen.
• Strong verbal and written communication and presentation skills.
• Ability to read and leverage data to proactively identify trends and opportunities.
• Strong organization, prioritization, and balance of multiple sales activities.
• Deep understanding of bank structure and global cash management products and services.
• Knowledge of risk guidelines and ability to identify, manage, and escape risk responsibly.
• Passionately curious, courageous, knowledgeable of bank network and effective business partnering.

• Knowledge of Private Bank and Ultra High Net Worth client base.
• 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)

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