Treasury Sales Client Officer II
Core
Managing a portfolio of Middle Market clients to deliver integrated treasury solutions, drive revenue growth, and deepen product penetration.
Role type
Treasury Sales Client Officer II (Junior Sales/Treasury Associate)
Builds
Integrated treasury solutions, strategic plans, and marketing/communication plans for Middle Market clients.
Domain
Banking / Global Cash Management / Treasury
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Treasury sales experience, product and financial acumen, data analysis, client relationship management, pricing management, risk guideline adherence, cross-sell identification
Preferred skills
B.S. or B.A. in finance/accounting/management, deep understanding of bank structure and global cash management operations
Technologies
None explicitly stated
Responsibilities
Develop measurable strategic plans to foster client expansion; coordinate complex Request for Proposal processes; manage day-to-day relationships with Middle Market clients; retain and grow existing revenue; manage pricing and profitability; identify cross-sell opportunities through account analysis; complete account/portfolio business reviews; ensure timely response to client and partner requests; maintain client escalations and keep internal teams informed.
Seniority
Mid-level, hands-on IC