Treasury Sales Client Officer II – Global Payment Solutions

• managing a portfolio of clients
• developing measurable strategic plans to foster expansion
• developing effective marketing and communication plans
• ensuring bank product offerings and service support meets client expectations
• serving a lead role in the coordination of complex Request for Proposal processes together with the Treasury Sales teams
• building partnerships with business partners and key client decision makers
• completing portfolio business reviews with a focus on revenue realization
• retaining and growing existing revenue
• seeking opportunities to deepen solutions per relationship
• managing pricing & profitability
• directing phone/web-based client calling
• coordinating regular relationship review meetings with the client team
• looking at any process inefficiencies, improvements and industry initiatives that would benefit the client
• Drives revenue and profitability growth by identifying new opportunities
• supporting clients with both strategic and tactical needs within the region of coverage
• developing data driven insights and presentations for clients

• 5 years of prior treasury sales experience
• Product and financial acumen
• Ability to interact with and influence people internally and externally by expert use of verbal and written communication and through strong presentation skills
• Ability to read and leverage data to proactively identify trends and opportunities
• Strong ability to organize, prioritize and balance multiple sales activities
• A deep understanding of bank structure and the operational aspects of global cash management products and services
• Understanding of and adherence to risk guidelines to proficiently identify, manage and
  ** escalate
  * * risk to grow the business responsibly
• Passionately curious, courageous, knowledge of bank network and effective business partnering

Demonstrates expertise in managing client portfolios and developing strategic marketing plans to drive revenue growth. Proficient in leveraging data insights and effective communication to enhance client relationships and identify new business opportunities.

• Treasury Sales Experience
• Strategic Planning
• Data Analysis
• Client Relationship Management
• Risk Management

• Financial Acumen
• Global Cash Management
• Revenue Realization
• Proposal Coordination
• Market Analysis

• Verbal Communication
• Written Communication
• Presentation Skills
• Organizational Skills
• Influencing Skills

• Bank Structure
• Operational Aspects
• Risk Guidelines
• Business Partnering
• Client Expectations