Treasury Sales Client Officer

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This job is responsible for managing a portfolio of clients with duties that include developing measurable strategic plans to foster expansion, developing effective marketing and communication plans, and ensuring bank product offerings and service support meets client expectations. Job expectations include 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, and completing portfolio business reviews with a focus on revenue realization.

• Treasury Sales Client Officers are responsible for managing day to day relationships with Middle Market clients. The primary responsibilities include retaining and growing existing revenue, seeking opportunities to deepen solutions per relationship, manages pricing & profitability predominantly through direct phone/web-based client calling.

• Treasury Sales Client Officer II is responsible for delivery of integrated treasury solutions to clients within an assigned portfolio. Partners closely with client-facing teammates to consult on sales opportunities and provides the product expertise and consultation necessary to deliver the best possible solution to the client.

• 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

• 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.

• 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 fulfilment 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

• 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

Responsibilities:

• 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 fulfilment 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

• 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

Required 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

• Ability to travel 10% of the time     

Desired Qualifications:

• B.S. or B.A. in finance, accounting, management, or another undergraduate degree

• 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

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

Shift:

1st shift (United States of America)

Hours Per Week: 

40