Treasury Sales Officer

The Treasury Sales Officer (TSO) will be responsible for managing and aggressively growing treasury revenue across a portfolio of Large Corporate GIG (Global Industrials) clients. The TSO partners with Corporate Bankers, Trade, Liquidity, Investment, Foreign Exchange partners and others across the enterprise to develop customized treasury solutions that meet client objectives. The role focuses on growth of new and under‑penetrated client relationships and expansion of existing relationships.

• Ensure responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, and proposal responses.
• Lead client‑facing treasury presentations.
• Partner with bankers and product specialists to develop customized treasury solutions based on client‑focused cost and benefit analysis and bank‑focused profitability analysis.
• Lead pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and year‑over‑year growth.
• Participate actively in the Client Management Process (CMP), focusing on client relationship development from acquiring new clients to deepening existing relationships through thoughtful identification of client needs.
• Foster digital adoption by driving mobile, digital, and real‑time payments adoption and manage strategic dialogues around key client‑centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.
• Maintain an in‑depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure.

• 3 years of Treasury Sales experience.
• Ability to travel up to 50% of the time, including long days and some overnight travel.
• 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.
• Adroit at critical and strategic thinking and problem resolution.
• Strong business/financial acumen.
• Ability to successfully maneuver through the enterprise, engage partners, and escalate 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 work effectively as an individual contributor and 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.

• B.S. or B.A. in finance, accounting, management, or another undergraduate degree.
• Certified Treasury Professional Certification (CTP) or equivalent.
• MBA or equivalent.
• International Cash Management, Card Solutions, and/or Trade & Supply Chain Finance experience.

• Account Management
• Business Development
• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Critical Thinking
• Portfolio Analysis
• Presentation Skills
• Relationship Building
• Sales Strategy
• Coaching
• Collaboration
• Oral Communications
• Prioritization
• Prospecting

• Minimum Education Requirement:
  Bachelor’s Degree or Equivalent Work Experience.
• Shift: 1st shift (United States of America).
• Hours Per Week: 40.
• Location:
  
  In‑office culture; flexibility based on role‑specific responsibilities.