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Treasury Sales Officer II – Healthcare, Not Profit, Education

Job in Rockford, Winnebago County, Illinois, 61103, USA
Listing for: Jobtailor
Full Time position
Listed on 2026-07-13
Job specializations:
  • Sales
    Client Relationship Manager, Financial Sales
Salary/Wage Range or Industry Benchmark: 90000 - 130000 USD Yearly USD 90000.00 130000.00 YEAR
Job Description & How to Apply Below
Position: Treasury Sales Officer II – Healthcare, Not For Profit, Higher Education
  • Responsible for leading product experts supporting Global Transaction Services in client engagements
  • 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 to package marketing leading solutions
  • Manage and actively pursue treasury revenue streams and product penetration across an assigned portfolio
  • Pursue client prospect opportunities outside of the portfolio
  • Act as digital ambassador driving mobile, digital and real-time payments adoption
  • Engage with complex Not-For-Profit Healthcare and Private Higher Education companies
  • Articulate and understand the not-for-profit, healthcare and higher education environment
  • Advise clients on P2E and digital strategies involving payments, receipts, liquidity, card solutions
  • 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
  • Manage and lead strategic dialogues around key client centric issues
  • Coach and mentor Treasury Analysts and work with Servicing and Implementation teams

Requirements

  • 5 years of Treasury Sales Officer Experience
  • Ability to Travel between up to 30% 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 a 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 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 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.
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