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Treasury Sales Coverage Officer II

Charlotte, North Carolina;

Job Description:

- The Treasury Sales Consultant Officer (TSCO) is responsible for managing a portfolio of 70-100 relatively smaller and less complex HENFP clients
- The TSCO has end-to-end treasury client responsibility, including all support functions typical of a TSA role
- Drive client satisfaction by being responsive, supportive and efficient
- Deliver responsible growth by identifying solutions matching client needs, drive digital adoption
- Schedule and perform client portfolio reviews, be knowledgeable about treasury products and services and be consultative around treasury trends and best practices.
- Manage the sales pipeline; ensuring deals are properly identified as pending or closed and with estimated close date.
- Accountable for accuracy of sales data within source systems (e.g. Tableau, Deal Pipeline, client plans, call reports, Navigator, etc.), and other sales tracking systems which may be developed.
- Assist clients in navigating the bank by educating the client on the Client Service and Fulfillment model as well as other partners roles/responsibilities.
- Prepare account schematics when needed, proposal documents and sales presentations.
- Partner with Fulfillment team to ensure timely delivery of Treasury Solutions to our clients and post-sale satisfaction.
- Daily email, WebEx and phone client communication.

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:

 At least 5 years experience
- To be successful in the role, the TSCO must have strong treasury sales, negotiation, advisory and relationship management skills leveraging extensive product knowledge
- Excellent creativity with communication (verbal and written) and WebEx / zoom presentation skills. Needs to be professional and articulate presenting via video conference
- Aptitude for embracing innovation and demonstrating how digitization can be value add
- Strong partnering, time management, organizational and planning skills
- Experience navigating large matrixed banking environment
- Strong command of Treasury products
- Ability to manage clients across a broad geography and time zones. At times requires flexible working hours
- Excellent MS Office (Word/Excel/PowerPoint/Outlook) experience
- B.S. or B.A. in finance, accounting, management, or another undergraduate degree

Desired Skills:

Treasury  Sales experience
- Not-For-Profit, Higher Education or Healthcare banking /Revenue Cycle experience
- Card solution experience

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

- The Treasury Sales Consultant Officer (TSCO) is responsible for managing a portfolio of 70-100 relatively smaller and less complex HENFP clients
- The TSCO has end-to-end treasury client responsibility, including all support functions typical of a TSA role
- Drive client satisfaction by being responsive, supportive and efficient
- Deliver responsible growth by identifying solutions matching client needs, drive digital adoption
- Schedule and perform client portfolio reviews, be knowledgeable about treasury products and services and be consultative around treasury trends and best practices.
- Manage the sales pipeline; ensuring deals are properly identified as pending or closed and with estimated close date.
- Accountable for accuracy of sales data within source systems (e.g. Tableau, Deal Pipeline, client plans, call reports, Navigator, etc.), and other sales tracking systems which may be developed.
- Assist clients in navigating the bank by educating the client on the Client Service and Fulfillment model as well as other partners roles/responsibilities.
- Prepare account schematics when needed, proposal documents and sales presentations.
- Partner with Fulfillment team to ensure timely delivery of Treasury Solutions to our clients and post-sale satisfaction.
- Daily email, WebEx and phone client communication.

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:

 At least 5 years experience
- To be successful in the role, the TSCO must have strong treasury sales, negotiation, advisory and relationship management skills leveraging extensive product knowledge
- Excellent creativity with communication (verbal and written) and WebEx / zoom presentation skills. Needs to be professional and articulate presenting via video conference
- Aptitude for embracing innovation and demonstrating how digitization can be value add
- Strong partnering, time management, organizational and planning skills
- Experience navigating large matrixed banking environment
- Strong command of Treasury products
- Ability to manage clients across a broad geography and time zones. At times requires flexible working hours
- Excellent MS Office (Word/Excel/PowerPoint/Outlook) experience
- B.S. or B.A. in finance, accounting, management, or another undergraduate degree

Desired Skills:

Treasury  Sales experience
- Not-For-Profit, Higher Education or Healthcare banking /Revenue Cycle experience
- Card solution experience

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21063485

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Bradley Soltis

Referral Bonus:

0