Overview In this role you manage a portfolio of complex treasury needs and drive growth through new client acquisition and cross-selling. You collaborate across teams to tailor treasury solutions, lead risk assessments, and optimize profitability. Your work centers on working capital solutions, payment transformation, and maintaining strong client relationships. This is a chance to influence treasury strategies for mid to large sized clients within a dynamic banking environment.
Responsibilities- Manage a client portfolio with complex treasury needs and identify growth opportunities
- Develop detailed account plans to retain, cross-sell, and win new clients
- Assess client needs and propose cost/benefit based solutions
- Lead pricing and negotiation of treasury products to optimize profitability
- Coordinate treasury solutions across the client team and partners
- Provide product expertise and consultative support to close opportunities
- Maintain daily client contact and act as a strategic advisor on working capital solutions
- Mentor junior colleagues and collaborate across teams to deliver sustainable results
- Ensure compliance with applicable laws and internal policies
- Drive payment transformation and advocate for the client's business goals
Key requirements- 5-7 years of direct treasury sales experience with Business Banking, Middle Market, and Large Corporate Clients
- Bachelor's Degree
- Excellent communication and presentation skills
- Proven prospecting skills
- Ability to conduct cost/benefit analyses and complex deal negotiations
- Strong organization and time management
- Certified Treasury Professional (CTP) preferred
- strong communication
- presentation skills
- leadership and mentorship
- working capital management knowledge
- treasury product knowledge
- risk assessment capability
