Treasury Sales Officer I – Healthcare Not For Profit

• Responsible for leading product experts supporting Global Transaction Services in client engagements
• Account management, closing complex and high dollar deals, and/or emerging solution opportunities with strategic clients
• Participate as the product sales or industry expert in client calls
• Identify opportunities and influence solutions
• Drive collaboration between product, sales, and client relationship teams
• Package marketing leading solutions that address client challenges
• Manage and actively pursue treasury revenue streams and product penetration across an assigned portfolio of For Not For Profit Healthcare companies and Higher Education
• Act as digital ambassador driving mobile, digital and real-time payments adoption
• 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 with respect to reform and other industry issues
• Engage in strategic conversations with C-suite executives and Revenue Cycle teams
• Drive expansion of Solutions Per Relationship (SPR)
• Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client-facing treasury presentations.

• 3 years of Treasury Sales Officer Experience
• Ability to Travel between up to 25% of time in normal environment
• Successful track record in treasury management sales.
• Broad and deep familiarity with global treasury management products, services and trends
• Proven business development and relationship management skills with complex clients.
• Excellent verbal and written communication and presentation skills.
• Proven negotiation and active listening skills.
• Strong executive presence.
• Adept at critical and strategic thinking and problem resolution.
• Strong business/financial acumen.
• Ability to successfully maneuver through the enterprise, engage partners and escalat as needed.
• Demonstrates the ability to foster strong partnerships within the core team.
• Effectively manages competing priorities in an organized fashion while maintaining a consistent high level of client satisfaction.
• Able to effectively work as an individual contributor as well as a close team member in a fast-paced environment.
• Effectively manages risk while balancing the needs of the client, the team, and the bank.

Demonstrates expertise in Treasury Management Sales, with a strong focus on client engagement and relationship management within the Not-For-Profit Healthcare and Higher Education sectors. Proven ability to drive revenue growth and navigate complex client environments while delivering tailored financial solutions.

• Treasury Sales Officer Experience
• Global Treasury Management Products
• Business Development Skills
• Client Relationship Management
• Excellent Communication Skills

• Treasury Management Sales
• Revenue Growth Strategies
• Financial Acumen
• Negotiation Skills
• Strategic Thinking
• Problem Resolution
• RFP Responses
• Client Presentations
• Portfolio Development
• Product Penetration

• Active Listening
• Executive Presence
• Organizational Skills
• Team Collaboration
• Client Satisfaction Management

• Not-For-Profit
• Healthcare
• Higher Education
• Client Engagement
• Strategic Conversations
• Revenue Cycle
• Complex Clients
• Market Solutions

• Digital Payments
• Mobile Payments
• Real-Time Payments