Treasury Sales Officer II - Not Profit Healthcare & Education

Job Description

This job is 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. Key responsibilities include participating as the product sales or industry expert in client calls, identifying opportunities and influencing solutions, and driving collaboration between product, sales, and client relationship teams to package marketing leading solutions that address client challenges.

The Healthcare NFP Higher Education Group Treasury Sales Officer (TSO) is responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Not For Profit Healthcare and Higher Education companies. This is a TSO hire to support the consistent strong growth we have seen in healthcare, driven by organic client growth and market share gains.

• The Treasury Sales Officer (TSO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio. In some cases the TSO will also pursue client prospect opportunities outside of the portfolio. The TSO works closely with several partners such as Client Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Global Investment Advisors, Card Managers, Trade/SCF Advisors, Liquidity Specialists, and others across the enterprise to provide US and sometimes International treasury solutions that best suit the clients’ needs.
• Act as digital ambassador driving mobile, digital and real‑time payments adoption, manage and lead strategic dialogues around key client‑centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.
• 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 – be able to engage in strategic conversations with C‑suite executives and Revenue Cycle teams.
• Actively participate and lead speaking engagements associated with key industry organizations – HFMA, NACUBO, etc.
• Proactively create impactful client/prospect events centered on industry trends (Innovation, Fraud, Patient Satisfaction, System Integration, etc).
• Advise clients on P2E and digital strategies involving payments, receipts, liquidity, card solutions, revenue cycle solutions and eCommerce.
• Engage with driven and experienced client teams to keep momentum going with existing clients and prospects.
• 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. Identify and evaluate treasury solutions based on client‑focused cost/benefit analysis and bank‑focused profitability analysis.
• Maintains a strong client focus while also understanding the operational aspects of the bank. A strong bank and industry awareness of various treasury products and services used by clients will also aid in success. Manage strategic dialogues around key client‑centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning. The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics.
• Drives and is accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, proposal and presentation development and delivery.
• Focuses on client relationship development, from growth of new client relationships to deepening existing relationships through the thoughtful identification of client needs.
• Ensures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads…