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Treasury Sales Officer

Cleveland, Ohio;

Job Description:

The Treasury Sales Officer (TSO) is responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Middle Market firms with corporate revenues of $100 million to $2 billion. Clients include U.S and globally--headquarted firms in the growth market of Southern Ohio.

The TSO will partner with Relationship Bankers, GTS Product Sales Specialists and others across the enterprise to develop and deliver customized treasury solutions that meet client objectives.

The TSO:
◾Drives and is accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery.
◾Leads pricing and negotiation discussions with the client for treasury products to optimize relationship profitability for the portfolio.
◾Focuses on client relationship development, from growth of new client relationships to deepening existing relationships through the thoughtful identification of client needs.
◾Maintains a strong client focus, treasury industry expertise, client sub-sector expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services.
◾Coaches and mentors Treasury Analysts and works with Servicing and Implementation teams to support client needs and deliver solutions.
◾Manages an open line of communication with core team members to ensure all are kept informed of updated client news, treasury product changes, and industry knowledge.

Required Skills:

◾Successful history of direct treasury management sales experience. Broad and deep familiarity with global treasury management products, services and trends.
◾Proven business development and relationship management skills with a corporate client set.
◾Excellent verbal and written communication and presentation skills.  Proven negotiation and active listening skills. Strong executive presence.
◾Adept at critical and strategic thinking and problem resolution.
◾Strong business/financial acumen.
◾Successfully maneuvers through the enterprise, engaging partners and escalating as needed. Demonstrates the ability to foster strong partnerships within the core team.
◾Effectively manages competing priorities in an organized fashion while maintaining a consistent high level of client satisfaction.
◾Collaborative approach to business in support of close team environment. Able to effectively work as an individual contributor as well as a close team member in a fast paced environment.
◾Effectively manages risk while balancing the needs of the client, the team, and the bank.
◾Ability to travel 50% of the time in a normal environment, post-Covid
◾B.S. or B.A. in finance, accounting, management, or another undergraduate degree

Desired Skills:

◾Intrinsically motivated to continuously improve processes and 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: