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Treasury Sales Client Officer II - Global Payment Solutions - Business Banking

Dallas, US💼 Full-time🗓 2026-09-14 → 2026-09-27

Core

Managing and actively pursuing treasury revenue streams and product penetration for Business Banking clients in the Central Southwest region, including US and sometimes International solutions.

Role type

Senior IC treasury sales client officer

Builds

US and International treasury solutions (liquidity management, payments, receipts, trade, FX, commercial cards)

Domain

Banking / Global Treasury Management

Deliverable

product features

Required skills

Treasury sales, client portfolio management, pricing and negotiation, RFP responses, client-facing presentations, revenue growth strategy, global treasury product knowledge, cost/benefit analysis

Preferred skills

Digital payments adoption strategy, data analytics for client insights, cross-functional partnership, process improvement, mentoring

Technologies

Mobile and digital payment platforms, industry data analytics tools

Responsibilities

Lead pricing and negotiation discussions to optimize relationship profitability; drive adoption of mobile, digital, and real-time payments; manage end-to-end implementation of treasury solutions; execute client calling initiatives and portfolio development; lead strategic dialogues leveraging industry data and best practices.

Seniority

Mid-Senior, hands-on IC

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