Treasury Sales Client Officer II
On-siteDallas, Texas, United States or Kansas City, Missouri, United States
Job Summary
Manage a portfolio of middle market clients by retaining and growing existing revenue while seeking opportunities to deepen treasury solutions. Develop strategic and marketing plans to foster expansion, coordinate complex request for proposal processes, and complete portfolio business reviews focused on revenue realization. Direct phone and web-based client calling to deliver integrated treasury solutions, consult on sales opportunities, and provide product expertise for the best possible client outcomes. Maintain pricing for clients, manage escalations, and ensure all products and services are billed correctly. Drive revenue and profitability growth by identifying new opportunities and supporting clients with both strategic and tactical needs within the region of coverage.
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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