Back to search results

Treasury Sales Officer I

Charlotte, North Carolina;

Job Description:


  • The Treasury Sales Officer (TSO) will be responsible for managing and aggressively growing treasury revenue across a portfolio of Large Corporate C&R clients.  He or she will partner with Corporate Bankers, Trade, Liquidity, Investment, Foreign Exchange partners and others across the enterprise develop customized treasury solutions that meet client objectives. 
  • The TSO will focus on growth of new client relationships and expansion of existing relationships.
  • The TSO will be accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal/presentation development/delivery.
  • The TSO will maintain a strong client focus, treasury industry expertise, client subsector expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services.   
  • The TSO will possess strong communication and interpersonal skills and appropriate financial acumen.
  • The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves.    


  • Successful history of direct treasury management sales experience (including but not limited to liquidity strategies, foreign exchange, and trade)
  • Proven business development and relationship management skills with a corporate client set
  • 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 environment
  • Broad and deep familiarity with global treasury management products, services and trends
  • Ability to function effectively under time pressure as an individual contributor
  • Collaborative approach to business in support of close team environment
  • Strong Executive presence both internally/externally
  • Minimum 2 years of experience in banking, treasury, and/or finance
  • Ability to travel at least 40% of the time
  • B.S. or B.A. in finance, accounting, management, or another undergraduate degree


  • US and International treasury management and/or product knowledge
  • Intrinsically motivated to continuously improve processes and/or one’s own education
  • Ability to lead small groups while effectively delegating tasks
  • Exercises the desire to mentor and sponsor other Associates
  • 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, 50% of the time


Talent Acquisition Contact:

Referral Bonus: