Treasury Sales Client Officer II - Global Payment Solutions - Tech Industry Vertical (HTSRA)
Core
Treasury Sales Client Officer managing and growing treasury revenue streams and product penetration for the Tech Industry vertical in the North East.
Role type
Senior IC treasury sales client officer
Builds
US and International treasury solutions including liquidity management, payments, receipts, trade, FX, and commercial card services for tech clients
Domain
Banking / Treasury / Technology
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Account management, Business development, Client solutions advisory, Portfolio analysis, Sales strategy, Pricing and negotiation, Client calling, RFP response, Solutioning, Cost-benefit analysis
Preferred skills
Certified Treasury Professional (CTP), Experience in Auto Dealers sector, Mentorship ability, AI adoption
Technologies
Treasury software, Mobile and digital payment platforms
Responsibilities
Pursue client prospect opportunities outside the assigned portfolio; Position treasury solutions to suit client needs; Lead pricing and negotiation discussions to optimize profitability; Drive adoption of mobile, digital, and real-time payments; Manage implementation of solutions from start to finish; Identify and evaluate treasury solutions based on client and bank profitability analysis.
Seniority
Mid-Senior, hands-on IC