Treasury Management Officer II
Core
Drive revenue growth and client retention for treasury management solutions by prospecting, cross-selling, and consulting with C-suite executives on working capital strategies.
Role type
Senior IC Treasury Management Officer (Sales & Advisory)
Builds
Working capital management solutions and treasury products for corporate clients
Domain
Commercial Banking / Treasury Management
Deliverable
client delivery
Required skills
Business development, client retention, sales pipeline management, CRM utilization, C-suite relationship building, strategic treasury advisory, payment process understanding, financial statement analysis, negotiation, product knowledge
Preferred skills
CTP certification, mentoring new team members, understanding investment management techniques
Technologies
CRM tools, MS Office
Responsibilities
Prospect for new and cross-sell opportunities, present working capital solutions to clients, deliver quarterly client service reviews, manage sales pipeline, advise Relationship Managers on sales strategies, resolve client issues, execute account agreements
Seniority
Mid-Senior, hands-on IC with sales leadership responsibilities
