Senior Treasury Management Executive
2 weeks ago
Position Overview: The role is pivotal in prospecting and cultivating new treasury management opportunities while enhancing and maintaining relationships with the bank's most significant and intricate corporate clientele. Utilize extensive treasury management expertise to meet sales objectives and ensure the delivery of tailored solutions to clients.
Qualifications:
- Minimum of 10 years in treasury management and relationship management, particularly with large corporate clients.
- Bachelor's degree is mandatory.
- MBA is advantageous.
- Certification as a Treasury Professional (CTP) is preferred but not essential.
- Proven success in generating new business with a strong emphasis on prospecting.
- Exceptional sales and negotiation capabilities.
- In-depth knowledge of treasury management products.
- Comprehensive understanding of credit and risk management processes, pricing strategies, and treasury management principles.
- Collaborative leadership qualities.
- Outstanding verbal and written communication skills with both internal and external stakeholders.
- Strong analytical and sales acumen.
- Adept at building robust relationships with clients, colleagues, and external influencers.
- Excellent time management, organizational, and planning abilities.
- Demonstrated track record of meeting or surpassing sales targets.
- Proven ability as an individual contributor.
- Sales & Relationship Management (50%): Drive revenue growth by identifying new treasury management business opportunities through both prospects and existing relationships. Lead customized deal teams, collaborating with members from various departments. Act as a trusted advisor to our largest corporate clients, engaging with C-suite executives (CFOs, Treasurers) to foster long-term relationships built on trust. Work collaboratively across teams to deliver sustainable results and address complex digital payment challenges, ensuring an exceptional customer experience.
- Strategic Business Development (30%): Develop and implement strategies to expand the large customer base, driving growth in fee income, deposits, and cross-selling opportunities. Facilitate strategic discussions around client-centric issues, integrating best practices and industry benchmarks. Collaborate with partners to provide integrated solutions within a consultative framework. Design strategic market branding initiatives in conjunction with other bank leaders and represent the organization at industry events.
- Sales & Product Optimization (15%): Ensure the implementation of best practices to enhance the bank's reputation among stakeholders. Improve product offerings by providing strategic market insights and competitive intelligence to leadership. Communicate effectively with executive audiences to shape opinions and secure commitment to desired outcomes.
- Maintain customer retention by delivering a superior customer experience aligned with the bank's mission and values.
- Additional Duties (5%): Perform any other responsibilities as assigned.
- Effective communication with internal and external clients.
- Remain stationary for 75% or more of the time.
- Ability to lift objects up to 10 lbs.
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