Treasury Management-Sales & Payments Officer Sr
Core
Senior Treasury Management Sales & Payments Advisor focused on complex new business generation and optimizing working capital for C-suite clients using banking TM solutions.
Role type
Senior IC treasury sales advisor
Builds
New client relationships, deposit accounts, and tailored treasury management service proposals
Domain
Commercial Banking / Corporate Treasury
Deliverable
client delivery
Required skills
Treasury management product expertise, C-suite sales and negotiation, business cash flow analysis, regulatory compliance knowledge (UCC, Reg CC, Reg E), strategic client relationship management, proposal development, cross-functional collaboration
Preferred skills
Certified Treasury Professional (CTP) designation, Master's degree
Technologies
Treasury management applications, banking TM solutions
Responsibilities
Generate new business through calling and joint sales opportunities, manage C-suite client relationships, determine and manage non-credit risk for TM portfolios, calculate TM service profitability, coordinate implementation of new services, represent the bank at industry conferences and client roundtables, ensure regulatory compliance
Seniority
Senior, hands-on IC
