Treasury Sales Officer

Company: Disability Solutions
Location: New York
Posted on: April 20, 2024

Job Description:

Job Description:Treasury Sales Officer is responsible for delivery of integrated treasury solutions to Private Bank clients. Partner closely with client-facing teammates to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client. TSO is an extension of the Private Bank team working with the more complex Private Bank clients which typically include Family Office, Real Estate, Private Equity and Business Owners.Job Description:Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned complex portfolio; and partnering closely with client-facing teammates to consult on sales opportunities; as well as providing product expertise to deliver the best possible solution that meets the objectives of the client/prospect.Responsibilities:--- Drives responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leading client facing treasury presentations--- Partners with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client-focused cost/benefit analysis and bank-focused profitability analysis--- In partnership with Private Bank, leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and YoY growth--- Fosters digital adoption by driving mobile, and digital and real time payments adoption and manages strategic dialogues around key client centric issues - leveraging best practices, peer benchmarking, industry data analytics and solutioning positioning--- Leads, coaches and develops Treasury Sales Analysts (TSA) and more junior Treasury Sales Officers (TSO) and Treasury Sales Client Officers (TSCO) in day-to-day support of client deliverables--- Maintains a strong client focus, treasury industry expertise, client subsector expertise and broad understanding of bank structureRequired Skills: "Must" have these skills to be minimally qualified.

• Minimum 10+ years of Treasury/Cash Management Sales
• Excellent communication, presentation, interpersonal and organizational skills.
• Authentic and Passionate: Seeking a highly engaged teammate whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities
• Challenges the status quo
• Confident and Agile: Seeking a strong communicator who values giving and receiving feedback, easily builds relationships, and who is quick thinking, flexible, and always learning and sharing knowledge; Sense of urgency is paramount.Desired Skills:
  • Bachelor's degree or equivalent work experience.
  • Intellectually curious and motivated to continuously improve processes
  • Sales and client relationship experience
  • Strong knowledge of treasury management products and services
  • Experience selling to Private Bank clients
  • Excellent verbal/ written communication and presentation skills
  • Proven negotiation and active listening skills
  • Excellent critical/strategic thinking and problem resolution skills
  • Successfully demonstrates creative thinking while adhering to guidelines
  • Strong business/financial acumen
  • Demonstrates the ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts
  • Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction
  • Successfully maneuvers throughout the enterprise
  • Proactively engages all internal partners for sales opportunities
  • Effectively manages risk while balancing the needs of the client, the team, and the bank
  • Able to effectively work as an individual contributor as well as a close team member in a fast- paced environmentShift:1st shift (United States of America)Hours Per Week: 40

Keywords: Disability Solutions, Union City , Treasury Sales Officer, Accounting, Auditing , New York, New Jersey