Treasury and Payment Specialist
Core
Provide professional cash management advice and support to banking partners and their clients to drive sales objectives and deliver a superior customer experience.
Role type
Senior IC commercial sales specialist (cash management)
Builds
Cash management product solutions and services for banking partners
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Cash management product expertise, Business investment and lending knowledge, Personal and Commercial banking knowledge, Deal structuring, Strategic analysis, Risk management, Stakeholder relationship management, Data-driven decision making
Preferred skills
None stated
Technologies
None stated
Responsibilities
Apply business development strategies to grow the business and achieve sales goals; Review and monitor performance of the assigned market and sales opportunity pipeline; Participate in deal teams to develop and present proposals for new opportunities; Develop and maintain long-term, profitable relationships with clients; Provide subject matter expertise and assistance with complex deal structuring; Work jointly with partners to develop non-standard pricing agreements; Conduct independent analysis to resolve strategic issues; Support cash management product implementation and financial transaction set-up; Identify risks and take actions to mitigate impacts and maintain operational integrity; Execute work to deliver timely, accurate, and efficient service.
Seniority
Mid-Senior, hands-on IC
