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Treasury Sales Officer I

North Bethesda, Maryland;

Job Description:



The Global Treasury Sales Officer (TSO) is responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of General Industries and Aerospace & Defense clients and prospective clients with corporate revenue between 50 million to 2 billion  The TSO works closely with domestic and global client coverage partners such as Client Managers, Treasury Sales Analysts, Credit Officers, FX Advisors, Investment Advisors, Card Managers, Trade/SCF Advisors, Liquidity Specialists, and others across the enterprise to provide US and International treasury solutions that best suits the clients' needs. The successful candidate will set and lead coverage strategy to profitably expand our Treasury business while driving high levels of client satisfaction.  The TSO will actively participate in the Client Management Process (CMP) focusing on client acquisition and deepening existing relationships through the thoughtful identification of client needs.

The TSO is accountable for revenue/product growth, planning and executing a high value add calling regimen, portfolio development, pricing, RFP or RFI responses, and leading client-facing treasury presentations.  This individual will need to craft compelling solutions to client needs based on a client focused cost/benefit analysis and bank focused profitability analysis. 

In order to be successful, a TSO must maintain a strong client focus while also understanding the operational aspects of delivering the bank.  A strong understanding of treasury solutions and technological/digital trends  is also necessary.  The TSO must maintain an open line of communication with other client team members to ensure all are kept informed of updated client opportunities and information.  The TSO must be self- motivated to maintain a consistent level of goal achievement and be willing to challenge him or herself.     



  • Successful history of direct treasury management sales experience (including but not limited to liquidity strategies, foreign exchange, and trade) and fluent understanding of corporate treasury processes and tools.
  • Excellent verbal/ written communication and presentation skills
  • Self-starter
  • Proven negotiation and active listening skills
  • Excellent critical/strategic thinking and problem resolution skills
  • Successfully demonstrates creative thinking
  • Strong business/financial acumen
  • Demonstrates the ability to foster strong partnerships with teammates 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 to deliver for clients
  • Effectively manages risk while balancing the needs of the client, the team, and the bank
  • Able to effectively work in a fast paced environment
  • B.S. or B.A. in finance, accounting, management, or another undergraduate degree


  • Certified Treasury Professional certification or equivalent


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: Yes, 10% of the time


Talent Acquisition Contact:

Referral Bonus: