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Treasury Sales Officer I

Denver, Colorado;

Job Description:

The Treasury Sales Officer (TSO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of private commercial real estate clients in Mountain West US and in Houston, TX.  In some cases, the TSO will also pursue client prospect opportunities outside of the portfolio.  The TSO works closely with several partners such as Relationship Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Global Investment Advisors, Card Managers, Liquidity Specialists, and others across the enterprise to provide US and International treasury solutions that best suits the clients’ needs.  This individual will have daily face-to-face, virtual, or phone interactions with client contacts independently and/or jointly with the Treasury Sales Analyst.  The TSO leads pricing and negotiation discussions with the client for TM products to optimize relationship profitability for the portfolio.  The TSO will actively participate (and sometimes lead) in the client management process that focuses on client acquisition and deepening existing relationships through the thoughtful identification of client needs.  In order to be successful, a TSO must maintain a strong client focus while also understanding the operational aspects of the bank.  A strong bank and industry awareness of various treasury products and services used by clients will also aid in the success.  The TSO must maintain an open line of communication with core team members such as the Relationship Managers and Treasury Sales Analysts to ensure all are kept informed of updated client information, treasury product information, and other industry knowledge.  The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves.          

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:

Sales and client relationship experience. 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. B.S. or B.A. in finance, accounting, management, or another undergraduate degree.

Desired Skills:

Treasury / Cash Management experience. 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.                                        

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 Officer (TSO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of private commercial real estate clients in Mountain West US and in Houston, TX.  In some cases, the TSO will also pursue client prospect opportunities outside of the portfolio.  The TSO works closely with several partners such as Relationship Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Global Investment Advisors, Card Managers, Liquidity Specialists, and others across the enterprise to provide US and International treasury solutions that best suits the clients’ needs.  This individual will have daily face-to-face, virtual, or phone interactions with client contacts independently and/or jointly with the Treasury Sales Analyst.  The TSO leads pricing and negotiation discussions with the client for TM products to optimize relationship profitability for the portfolio.  The TSO will actively participate (and sometimes lead) in the client management process that focuses on client acquisition and deepening existing relationships through the thoughtful identification of client needs.  In order to be successful, a TSO must maintain a strong client focus while also understanding the operational aspects of the bank.  A strong bank and industry awareness of various treasury products and services used by clients will also aid in the success.  The TSO must maintain an open line of communication with core team members such as the Relationship Managers and Treasury Sales Analysts to ensure all are kept informed of updated client information, treasury product information, and other industry knowledge.  The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves.          

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:

Sales and client relationship experience. 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. B.S. or B.A. in finance, accounting, management, or another undergraduate degree.

Desired Skills:

Treasury / Cash Management experience. 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.                                        

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21067698

Band: H5

Manages People: No

Travel: Yes, 25% of the time

Manager:

Talent Acquisition Contact:

Bradley Soltis

Referral Bonus:

0

Colorado job seekers

Colorado pay range:

$85,000 - $125,000 annualized salary, offers to be negotiated based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Street Address

Primary Location:
370 17TH ST, CO, Denver, 80202
Additional Locations: