Treasury Solutions Expert

1 day ago


New York, New York, United States Disability Solutions Full time
About the Role
Treasury Sales Officer II; Director at Disability Solutions.

**Job Summary:**
We are seeking a seasoned Treasury Sales Officer II; Director to join our team. This individual will be responsible for delivering integrated treasury solutions to Private Bank clients, fostering strong partnerships within the core team, and building sincere rapport with client contacts.

Key Responsibilities:
  • Drive revenue growth and profitability improvement by actively managing and pursuing treasury revenue streams.
  • Develop customized treasury solutions in partnership with bankers and product specialists across the enterprise.
  • Lead pricing and negotiation discussions with clients to optimize relationship profitability and YoY growth.
  • Foster digital adoption and manage strategic dialogues around key client-centric issues.
  • Coach and develop Treasury Sales Analysts (TSA) and junior Treasury Sales Officers (TSO).


Requirements:
  • 10+ years of Treasury/Cash Management Sales experience.
  • Bachelor's degree or equivalent work experience.
  • Strong knowledge of treasury management products and services.
  • Proven ability to build sincere rapport with clients.
  • Experience selling to Private Bank clients is a plus.
  • Excellent verbal/written communication and presentation skills.
  • Proven negotiation and active listening skills.
  • Critical/strategic thinking and problem resolution skills.
  • Business/financial acumen.


Benefits:
  • $125,000 - $225,000 annualized salary, offers based on experience, education, and skill set.
  • Discretionary incentive eligible.
  • Industry-leading benefits, paid time off, resources, and support.


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