CareerPlan

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

Dallas, USFull-time2026-10-26 → 2026-11-12
On-site · United States

Core

Managing and actively pursuing treasury revenue streams and product penetration for Business Banking clients in the Central Southwest region, focusing on liquidity management, payments, receipts, trade, FX, and commercial card services.

Role type

Senior IC Treasury Sales Client Officer

Builds

US and International treasury solutions for Business Banking clients

Domain

Banking / Global Treasury Management

Deliverable

product features

Required skills

Account Management, Client Management, Pricing and Negotiation, Portfolio Analysis, Strategic Dialogues, Implementation Management, Revenue Growth, Global Treasury Product Knowledge

Preferred skills

Digital Payments Adoption, Data Analytics, Risk Management, Technology Adoption (AI)

Technologies

Mobile payments, Digital payments, Real-time payments, AI

Responsibilities

Lead pricing and negotiation discussions to optimize relationship profitability; Drive adoption of digital and real-time payments; Manage implementation of treasury solutions from start to finish; Identify and evaluate treasury solutions based on cost/benefit analysis; Lead client-facing treasury presentations; Maintain open communication with core team members like Relationship Managers.

Seniority

Mid-Senior level, 3+ years experience