Treasury Sales Officer I

4 weeks ago

Dallas, United States Texas Staffing Full time

Treasury Sales Officer IThis job is responsible for the delivery of integrated treasury solutions to clients and prospects that may be in the United States (US) or global. Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities. Job expectations include providing product knowledge to deliver the best possible solution to meet the client and prospect's needs.Responsibilities include ensuring responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leading client-facing treasury presentations. The role also involves partnering with bankers and product specialists across the enterprise to develop customized treasury solutions, leading pricing and negotiation discussions with the client for treasury management products, and actively participating in the Client Management Process (CMP).The Treasury Sales Officer will focus on growth of new and underpenetrated client relationships and expansion of existing relationships. The role will also require maintaining a strong client focus, treasury industry expertise, understanding of the evolving tech, innovation, Energy Transition, and ESG landscape, client subsector expertise, and a broad understanding of bank structure and the operational aspects of global cash management products and services.The TSO must possess strong communication and interpersonal skills, the ability to influence, lead and mobilize business partners, and appropriate financial acumen. The role requires motivation to maintain a consistent level of goal achievement and a willingness to challenge oneself. The TSO should be an inclusive and inspiring team player, authentic and passionate, innovative and curious, and confident and agile.Required qualifications include excellent verbal/written communication and presentation skills, proven negotiation and active listening skills, business development and relationship management skills, critical/strategic thinking and problem resolution skills, broad and deep treasury/cash management industry experience, and ability to demonstrate creative thinking while adhering to guidelines. The TSO should also have strong business/financial acumen, ability to foster strong partnerships, strong time management and prioritization skills, and ability to effectively manage risk while balancing the needs of the client, the team, and the bank.Desired qualifications include intrinsic motivation to continuously improve processes and/or one's own education, ability to lead small groups while effectively delegating tasks, desire to mentor and sponsor other Associates, and Certified Treasury Professional certification or equivalent.Skills required include account management, business development, client management, client solutions advisory, customer and client focus, critical thinking, portfolio analysis, presentation skills, relationship building, sales strategy, coaching, collaboration, oral communications, prioritization, and prospecting.Shift: 1st shift (United States of America)Hours Per Week: 40

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