Treasury Sales Client Officer II
$107,000–$133,500 year
On-siteHartford, Connecticut, United States
Job Summary
Deliver integrated treasury solutions to Middle Market clients by retaining revenue, deepening product penetration, and managing pricing and profitability. Coordinate complex Request for Proposal processes, consult on sales opportunities, and develop data-driven insights to reduce risk and improve working capital. Build partnerships with key client decision-makers, complete portfolio business reviews, and ensure timely fulfillment of service requests while identifying cross-sell opportunities. Manage client escalations and maintain a broad understanding of the bank's structure and global cash management products.
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
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
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