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

Treasury Sales Client Officer

Responsible for delivering integrated treasury solutions to Commercial Real Estate clients, managing day‑to‑day relationships, driving revenue growth, and collaborating with internal partners.

• Actively manage and pursue treasury revenue streams and increase product penetration across an assigned portfolio.
• Consult with client‑facing teammates on sales opportunities, providing product expertise and solutions that meet client objectives.
• Retain and grow existing revenue, seek opportunities to deepen solutions per relationship.
• Manage pricing, profitability, and ensure proper billing of products and services.
• Conduct regular relationship review meetings and identify process efficiencies, improvements, and industry initiatives.
• Coordinate fulfillment requests and respond to client and partner queries in a timely manner.
• Identify cross‑sell opportunities through account analysis and client interactions.
• Handle client escalations, protect and grow revenue.

• 3 years of prior treasury sales experience.
• Strong product and financial acumen.
• Excellent verbal and written communication and presentation skills.
• Data analysis skills to identify trends and opportunities.
• Ability to organize, prioritize, and balance multiple sales activities.
• In‑depth understanding of bank structure, global cash management products, and services.
• Knowledge of risk guidelines and ability to manage and mitigate risk.
• Passionate, curious, and effective in business partnering.

• Understanding of working‑capital flows of real estate private equity, operating companies, REITs, and property managers.
• B.S. or B.A. in finance, accounting, management, or a related field.

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

• Minimum:
  Bachelor’s Degree or equivalent work experience.

Annual salary range: $ – $. Eligible for a discretionary incentive plan.

Benefits eligible, including paid time off and the full suite of industry‑leading benefits.