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Job Responsibilities:
This job is responsible for the delivery of integrated treasury solutions to Non-Bank Financial Institution clients and prospects. 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 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:
BS/BA Degree or equivalent work experience
5+ years of relevant experience in banking, treasury, and/or finance
Successful history of direct and comprehensive treasury management sales experience
Demonstrates the ability to identify, evaluate and articulate payment flows and potential associated risks for a complex/high risk client segment
Demonstrates the ability to foster strong partnerships within the core team and the ability to build a sincere rapport with client contacts
Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction
Effectively manages risk while balancing the needs of the client, the team, and the bank
Able to effectively work as an individual contributor as well as a close team member in a fast paced environment
Broad and deep familiarity with global treasury management products, services and trends
Strong Executive presence bothinternally/externallywith ability to lead C- suite meetings
Ability to travel approximately 30% of the time
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