Support Treasury Sales Officers (TSOs) managing and growing Natural Resources Group (NRG) client relationships, many of which are global
Provide critical assistance in proposal generation, presentation development, price modeling, revenue tracking, pipeline maintenance, client meeting preparation/delivery/follow-up and ad hoc direct sales opportunities; have the opportunity for early and direct client facing experience, through participation in client meetings
Partner with NRG TSOs, regional TSOs, Corporate Bankers, Product Solutions Specialists, Dedicated Service and Implementation Advisors and other partners to deliver on client cash management requirements, including provision of thought leadership and treasury advisory
Work closely with TSOs to develop and execute a portfolio growth strategy
Collaboration with Trade, Liquidity, Investment, Foreign Exchange partners is expected in support of TSO-defined client objectives
Develop and maintain strong, differentiated client relationships, provide treasury industry expertise and have a broad understanding of bank structure and the operational aspects of global cash management products and services.
Required Qualifications:
B.A./B.S. or relevant work experience preferred
Broad familiarity with treasury management products, services and trends
Strong business/financial acumen
Ability to effectively work as an individual contributor as well as a supportive and collaborative team member, proactively engaging internal partners in a fast paced environment
Strong, disciplined organizational and time management and prioritization skills
Ability to effectively manages risk while balancing the needs of the client, the team, and the bank
High degree of competence with MS Excel, Word and Powerpoint
Proven ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts
Ability to use critical thinking to solve problems, analyze trends & opportunities, and assist in preparing for client meetings; strong attention to detail is key
Excellent verbal/ written communication, listening and presentation skills
Ability to function successfully on a self-directed basis in a fast paced environment with competing priorities under time pressure
Strong interpersonal skills
Additional Qualifications:
Inclusive and Inspiring: Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds
Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities
Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo
Confident and Agile: Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge