Treasury Sales Officer I
$108,000–$160,000 year
On-siteSan Francisco, California, United States or Los Angeles, California, United States
Job Summary
Manage and aggressively grow treasury revenue across a portfolio of Large Corporate TMT clients by partnering with Corporate Bankers, Liquidity, Payments, and Trade partners to develop customized treasury solutions. Drive growth of new and underpenetrated client relationships while expanding existing accounts through client calling intensity, portfolio development, and pricing strategy. Lead pricing and negotiation discussions to optimize relationship profitability and Year over Year growth, ensuring responsible revenue and balance sheet expansion. Maintain an in-depth client focus and treasury industry expertise while fostering digital adoption through mobile and real-time payment solutions. Work as an individual contributor in a fast-paced environment, proactively engaging internal partners to deliver client-facing presentations and proposal responses.
Required Qualifications
- Minimum of 3 years of experience in a similar role
- Treasury / cash management industry experience
- global product knowledge
- industry trends
- Ability to travel up to 50%
- Ability to demonstrate creative thinking while adhering to guidelines
- Strong business/financial acumen
- Proven ability to foster strong partnerships within the core team
- ability to build trust and deep, market differentiating relationships with clients
- Motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds
- Highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities
- 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
- Strong communicators who value giving and receiving feedback, easily build relationships, and who quick thinking, flexible, and always learning and sharing knowledge
- Excellent verbal/ written communication and presentation skills
- Proven negotiation and active listening skills
- Business development and relationship management skills with a corporate client set
- Excellent critical/strategic thinking and problem resolution skills
- Strong time management and prioritization skills
- Ability to effectively manages risk while balancing the needs of the client, the team, and the bank
- Ability to effectively work as an individual contributor as well as a supportive and collaborative team member
- proactively engaging and mobilizing internal partners in a fast paced environment
- Strong executive presence both internally/externally
Desired Qualifications
- US and International treasury management and/or product knowledge
- Intrinsically motivated to continuously improve processes and/or one's own education
- Ability to lead global coverage, service and fulfillment teams while effectively delegating tasks
- Exercises the desire to mentor and sponsor other associates
- Bilingual (business proficient) language skills
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