Treasury Management Officer III
Core
Senior treasury sales professional responsible for business development, client retention, and delivering working capital management solutions to C-suite executives.
Role type
Senior IC treasury management sales officer
Builds
Revenue growth through new business acquisition and cross-selling treasury products
Domain
Commercial Banking / Treasury Management
Deliverable
client delivery
Required skills
[treasury management sales, working capital solutions, payment processes, financial statement analysis, strategic advisory, client relationship management, sales pipeline management, negotiation, product knowledge, financial management principles]
Preferred skills
[CTP certification, advanced accounting techniques, loan structuring, investment management techniques]
Technologies
[CRM tools, MS Office]
Responsibilities
[Prospect and sell treasury solutions to new and existing clients, deliver quarterly client service reviews, manage sales pipeline and exceed sales goals, consult with C-suite on financial needs, mentor team members on sales strategies, resolve complex client issues]
Seniority
Senior, hands-on IC