Treasury Sales Client Officer II
$107,000–$133,500 year
On-siteHartford, Connecticut, United States
Job Summary
Manage Middle Market client portfolios by delivering integrated treasury solutions, consulting on sales opportunities, and driving revenue growth through strategic and tactical needs. Coordinate complex Request for Proposal processes, build partnerships with key decision-makers, and complete portfolio business reviews to ensure product offerings meet client expectations. Maintain pricing, manage escalations, and develop data-driven insights to reduce risk and improve working capital while identifying cross-sell opportunities. Respond to fulfillment requests and service queries in a timely manner, ensuring all stakeholders remain informed on progress.
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
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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