Job Responsibilities:
This job is responsible for the delivery of integrated treasury solutions to clients and prospects that may be in the United States (US) or global. Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities. Job expectations include providing product knowledge to deliver the best possible solution to meet the client and prospect’s needs.
Drives responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations
Partners with bankers and Product Specialists across the enterprise to develop customized treasury solutions by identifying new opportunities based on client-focused cost and benefit analysis and bank-focused profitability analysis
Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth
Consults within the Client Management Process (CMP) on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs
Fosters digital adoption by driving mobile, digital, and real time payments adoption and manages strategic dialogues around key client centric issues, while leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning
Leads, coaches, and develops Treasury Sales Analysts (TSA), Treasury Sales Officers (TSO), and Treasury Sales Client Officers (TSCO) in day-to-day support of client deliverables
Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure
Job Requirements:
5+ years ofCash Management and/or Trade & Supply Chain Finance experience
Intrinsically motivated to continuously improve processes and/or one’s own education
Ability to lead small groups while effectively delegating tasks
Exercises the desire to mentor and sponsor other Associates
Certified Treasury Professional certification or equivalent preferred
Bachelor's Degree or equivalent work experience
Skills:
Account Management
Business Development
Client Management
Client Solutions Advisory
Customer and Client Focus
Critical Thinking
Portfolio Analysis
Presentation Skills
Relationship Building
Sales Strategy
Coaching
Collaboration
Oral Communications
Prioritization
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