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Treasury Sales Officer I

Charlotte, North Carolina

Job Description:

  • The Treasury Sales Officer (TSO) will be responsible for managing and aggressively growing treasury revenue across a portfolio of Large Corporate GIG clients.  He or she will partner with Corporate Bankers, Trade, Liquidity, Investment, Foreign Exchange partners and others across the enterprise to develop customized treasury solutions that meet client objectives. 
  • The TSO will focus on growth of new and underpenetrated client relationships and expansion of existing relationships.
  • The TSO will be accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal/presentation development/delivery.
  • The TSO will maintain a strong client focus, treasury industry expertise, understanding of the evolving tech, innovation and ESG landscape, client subsector expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services.   
  • The TSO will possess strong communication and interpersonal skills, the ability to influence, lead and mobilize business partners, and appropriate financial acumen.
  • 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: 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: have the ability to develop out-of-the box ideas and solutions, embrace change with a future-forward mindset, and are looking to challenge the status quo 
  • Confident and Agile:  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: “Must” have these skills to be minimally qualified.

  • Successful history of direct treasury management sales experience (including but not limited to liquidity strategies, foreign exchange, and trade)
  • Proven business development and relationship management skills with a corporate client set
  • 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 
  • Broad and deep familiarity with global treasury management products, services and trends
  • Ability to function effectively under time pressure as an individual contributor 
  • Collaborative approach to business in support of close team environment
  • Strong Executive presence both internally/externally
  • Bachelor’s degree
  • At least 1 year of experience as a Treasury Sales Officer

Desired Skills:

  • US and International treasury management and/or product knowledge
  • 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) will be responsible for managing and aggressively growing treasury revenue across a portfolio of Large Corporate GIG clients.  He or she will partner with Corporate Bankers, Trade, Liquidity, Investment, Foreign Exchange partners and others across the enterprise to develop customized treasury solutions that meet client objectives. 
  • The TSO will focus on growth of new and underpenetrated client relationships and expansion of existing relationships.
  • The TSO will be accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal/presentation development/delivery.
  • The TSO will maintain a strong client focus, treasury industry expertise, understanding of the evolving tech, innovation and ESG landscape, client subsector expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services.   
  • The TSO will possess strong communication and interpersonal skills, the ability to influence, lead and mobilize business partners, and appropriate financial acumen.
  • 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: 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: have the ability to develop out-of-the box ideas and solutions, embrace change with a future-forward mindset, and are looking to challenge the status quo 
  • Confident and Agile:  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: “Must” have these skills to be minimally qualified.

  • Successful history of direct treasury management sales experience (including but not limited to liquidity strategies, foreign exchange, and trade)
  • Proven business development and relationship management skills with a corporate client set
  • 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 
  • Broad and deep familiarity with global treasury management products, services and trends
  • Ability to function effectively under time pressure as an individual contributor 
  • Collaborative approach to business in support of close team environment
  • Strong Executive presence both internally/externally
  • Bachelor’s degree
  • At least 1 year of experience as a Treasury Sales Officer

Desired Skills:

  • US and International treasury management and/or product knowledge
  • 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-21079992

Band: H5

Manages People: No

Travel: Yes, 50% of the time

Manager:

Talent Acquisition Contact:

Bradley Soltis

Referral Bonus:

0

Street Address

Primary Location:
620 S Tryon St, NC, Charlotte, 28255