Treasury Sales Client Officer II - Global Payment Solutions rivate Bank

Treasury Sales Client Officer

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Treasury Sales Client Officer is responsible for delivery of integrated treasury solutions to Private Bank clients. Partner closely with client-facing teammates to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client. TSCO is an extension of the Private Bank team working with Private Bank clients which typically include Family Offices, Real Estate, Private Equity, and Business Owners.

In this hybrid junior sales/treasury associate role, key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio; partnering closely with client-facing teammates to consult on sales opportunities; as well as providing product expertise to deliver the best possible solution that meets the objectives of the client/prospect.

• Treasury Sales Client Officers are responsible for managing day to day relationships with clients. The primary responsibilities include retaining and growing existing revenue, seeking opportunities to deepen solutions per relationship, manage pricing & profitability, and direct phone/web-based client calling within the Private Bank GPS Division.
• The TSCO will work regularly with partners on fulfillment requests. The TSCO is responsible for coordinating regular relationship review meetings with the client team and will look at any process inefficiencies, improvements, and industry initiatives that would benefit the client.
• Serves as a key client facing resource, demonstrating strong interpersonal skills and a client centric mindset while engaging with some of the world's most well recognized Private Bank Clients.
• Maintains a client focus, treasury industry expertise, client subsector expertise, and a broad understanding of the bank's structure.
• Drives revenue and profitability growth by identifying new opportunities and supporting clients with both strategic and tactical needs within the region of coverage.
• Develops data driven insights and presentations for clients, including recommendations to reduce risk, improve working capital, and digitization of payments/receipts, etc.
• Participates in the Client Management Process that focuses on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs.
• Builds relationships with internal business partners and key client decision makers and completes account/portfolio business reviews.
• Ensures service and fulfillment related requests/queries are directed to the relevant teams accordingly, responding to all client and partner requests in a timely manner, and keeping stakeholders up-to-date on progress.
• In partnership with Private Bank, maintains pricing for clients (pricing changes, new services) and ensures all products and services are billed accordingly, while managing client escalations and keeping the internal team informed.
• Identifies cross-sell opportunities through account analysis & regular client interaction.
• Manages client escalations and keep internal team informed.
• Protects and grows revenue.

Job Qualifications:

• 3 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

Desired Qualifications:

• Knowledge of Private Bank and Ultra High Net Worth client base.
• B.S. or B.A. in finance, accounting, management, or another undergraduate degree

Skills:

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

Minimum Education Requirement: Bachelor's Degree or Equivalent Work Experience

For internal employees; participation in a work from home posture does not make you ineligible to post.

Shift: 1st shift (United States of America)

Hours Per Week: 40