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Treasury Sales Officer

Dallas, Texas

Job Description:

 • Engage with complex Not-For-Profit Healthcare and Private Higher Education companies as their working capital, financial technology and operational advisor.
• Articulate and understand the not-for-profit, healthcare and higher education environment with respect to reform and other industry issues – be able to engage in strategic conversation with C suite executives and Revenue Cycle teams.
• Actively participate and lead speaking engagements associated with key industry organizations  - HFMA, NACUBO, etc
• Proactively create impactful client/prospect events centered on industry trends (Innovation, Fraud, Patient Satisfaction, System Integration, etc).
• Advise clients on P2E and digital strategies involving payments, receipts, liquidity, card solutions, revenue cycle solutions and eCommerce.
• Engage with driven and experienced client teams to keep momentum going with existing clients and prospects.
• Create a strategic plan to foster growth of existing portfolio and acquisition of new clients.
• Drive expansion of Solutions Per Relationship (SPR).
• Ensure client satisfaction through prompt, high impact engagement and superior service levels.
• Create ongoing market strategy to sustain successful execution of business objectives.
• To be successful in the role, the TSO must have strong treasury sales skills, relationship management skills and extensive product knowledge. Excellent organizational, interpersonal, financial acumen, communication and presentation skills are critical.
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
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 
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 
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:
• Excellent communication (verbal and written) and presentation skills
• Excellent sales, negotiation and advisory skills
• Aptitude for embracing innovation and demonstrating how digitization can be value added
• Strong partnering skills                                                                                                            
• Strong time management, organizational and planning skills
• Experience navigating large matrixed banking environment
• Strong command of Treasury products/5+ years experience
• Ability to manage clients across a geography • Ability to manage multiple priorities
• B.S. or B.A. in finance, accounting, management, or another undergraduate degree 
                                                                               

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

 • Engage with complex Not-For-Profit Healthcare and Private Higher Education companies as their working capital, financial technology and operational advisor.
• Articulate and understand the not-for-profit, healthcare and higher education environment with respect to reform and other industry issues – be able to engage in strategic conversation with C suite executives and Revenue Cycle teams.
• Actively participate and lead speaking engagements associated with key industry organizations  - HFMA, NACUBO, etc
• Proactively create impactful client/prospect events centered on industry trends (Innovation, Fraud, Patient Satisfaction, System Integration, etc).
• Advise clients on P2E and digital strategies involving payments, receipts, liquidity, card solutions, revenue cycle solutions and eCommerce.
• Engage with driven and experienced client teams to keep momentum going with existing clients and prospects.
• Create a strategic plan to foster growth of existing portfolio and acquisition of new clients.
• Drive expansion of Solutions Per Relationship (SPR).
• Ensure client satisfaction through prompt, high impact engagement and superior service levels.
• Create ongoing market strategy to sustain successful execution of business objectives.
• To be successful in the role, the TSO must have strong treasury sales skills, relationship management skills and extensive product knowledge. Excellent organizational, interpersonal, financial acumen, communication and presentation skills are critical.
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
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 
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 
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:
• Excellent communication (verbal and written) and presentation skills
• Excellent sales, negotiation and advisory skills
• Aptitude for embracing innovation and demonstrating how digitization can be value added
• Strong partnering skills                                                                                                            
• Strong time management, organizational and planning skills
• Experience navigating large matrixed banking environment
• Strong command of Treasury products/5+ years experience
• Ability to manage clients across a geography • Ability to manage multiple priorities
• B.S. or B.A. in finance, accounting, management, or another undergraduate degree 
                                                                               

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21073458

Band: H5

Manages People: No

Travel: Yes, 20% of the time

Manager:

Talent Acquisition Contact:

Sandy Cojocaru

Referral Bonus:

0

Street Address

Primary Location:
901 MAIN ST, TX, Dallas, 75202