Large Corporate Treasury Management Officer III
Core
Senior treasury sales professional responsible for business development, new client acquisition, cross-selling, and consultative engagement to drive revenue growth and client retention in Title & Escrow and Specialty Deposits.
Role type
Senior IC corporate treasury management officer (sales)
Builds
Treasury and deposit solutions, working capital management strategies
Domain
Banking / Corporate Treasury / Commercial Banking
Deliverable
client delivery
Required skills
[business development], [new client acquisition], [cross-selling], [consultative engagement], [risk management], [sales pipeline management], [CRM usage], [financial statement analysis], [treasury product knowledge], [negotiation]
Preferred skills
[CTP certification], [mentoring], [strategic advisory], [investment management techniques], [loan structuring]
Technologies
[CRM tools], [MS Office]
Responsibilities
[identify client needs and present working capital solutions], [develop and manage client portfolio], [exceed sales goals], [manage sales pipeline], [deliver quarterly client service reviews], [build relationships with C-suite executives]
Seniority
Senior, hands-on IC