girl looking into her desktop
Back to search results

Treasury Sales Officer

Indianapolis, Indiana

Job Description:

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.

Behavioral Qualifications:

Inclusive and Inspiring: Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds

Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities 

Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo 

Confident and Agile: Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing 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

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

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.

Behavioral Qualifications:

Inclusive and Inspiring: Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds

Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities 

Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo 

Confident and Agile: Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing 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

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21063074

Band: H5

Manages People: No

Travel: Yes, 50% of the time

Manager:

Talent Acquisition Contact:

Bradley Soltis

Referral Bonus:

0

Street Address

Primary Location:
510 E 96TH ST, IN, Indianapolis, 46240