Overview As a Treasury Sales Officer, you lead a team of product experts to win and expand treasury solutions for Not-For-Profit Healthcare and Higher Education clients. You drive revenue growth by blending deep product knowledge with strategic client engagement, collaborating across sales, product, and relationship teams. You actively pursue opportunities, lead client-facing conversations, and influence solution sets with a focus on cash management, liquidity, payments, and related services. This role puts you at the center of industry dialogues and client value creation, shaping treasury strategy for mission-driven organizations.
Responsibilities- Lead and support product experts in client engagements, closing complex deals, and pursuing high-potential opportunities
- Act as product sales/industry expert in client calls and guide cross-functional collaboration to package leading treasury solutions
- Manage revenue growth and product penetration across assigned portfolios, with potential prospecting beyond the portfolio
- Coordinate with Client Managers, Treasury Sales Analysts, Credit Officers, and other specialists to deliver tailored US (and sometimes international) treasury solutions
- Drive digital adoption (mobile, real-time payments) and lead strategic dialogues on client-centric issues using benchmarks and analytics
- Engage Not-For-Profit Healthcare and Private Higher Education clients as trusted advisors on working capital, payments, and eCommerce
- Lead speaking engagements with industry groups (e.g., HFMA, NACUBO) and organize client/prospect events focused on industry trends
- Own pricing strategy, RFP/RFI responses, and client-facing treasury presentations; conduct cost/benefit analyses to evaluate solutions
- Foster partnerships across the enterprise to develop customized treasury solutions and optimize profitability
- Mentor Treasury Analysts and collaborate with Servicing/Implementation teams to deliver client solutions
Key requirements- 3 years of Treasury Sales Officer experience
- Willingness to travel up to 25%
- Proven track record in treasury management sales
- Broad familiarity with global treasury management products and trends
- Strong business development and relationship management skills with complex clients
- Excellent verbal, written, and presentation skills
- Strong negotiation and active listening abilities; executive presence
- Strategic thinking and problem-solving capabilities
- Solid financial acumen and ability to balance client, team, and bank needs
- Ability to operate as both an individual contributor and a collaborative team member
- Risk management mindset and ability to manage multiple priorities while maintaining client satisfaction
- Inclusive and inspiring teamwork
- Authentic and passionate engagement with clients
- Innovative and curious mindset
- Global treasury management products and services
- Payments, liquidity, and receivables solutions
- Revenue cycle and card solutions
