Treasury Sales Officer
Company: Disability Solutions
Location: New York
Posted on: May 5, 2024
|
|
Job Description:
Job Description:Treasury Sales Officer is responsible for
delivery of integrated treasury solutions to Private Bank clients.
Partner closely with client-facing teammates to consult on sales
opportunities and provide the product expertise and consultation
necessary to deliver the best possible solution to the client. TSO
is an extension of the Private Bank team working with the more
complex Private Bank clients which typically include Family Office,
Real Estate, Private Equity and Business Owners.Job Description:Key
responsibilities include actively managing and pursuing treasury
revenue streams along with increasing product penetration across an
assigned complex portfolio; and partnering closely with
client-facing teammates to consult on sales opportunities; as well
as providing product expertise to deliver the best possible
solution that meets the objectives of the
client/prospect.Responsibilities:--- Drives responsible revenue and
balance sheet growth, profitability improvement, client calling and
planning, portfolio development, pricing strategy, proposal
responses, and leading client facing treasury presentations---
Partners with bankers and product specialists across the enterprise
to develop customized treasury solutions by identifying solutions
based on client-focused cost/benefit analysis and bank-focused
profitability analysis--- In partnership with Private Bank, leads
pricing and negotiation discussions with the client for treasury
management products to optimize relationship profitability and YoY
growth--- Fosters digital adoption by driving mobile, and digital
and real time payments adoption and manages strategic dialogues
around key client centric issues - leveraging best practices, peer
benchmarking, industry data analytics and solutioning
positioning--- Leads, coaches and develops Treasury Sales Analysts
(TSA) and more junior Treasury Sales Officers (TSO) and Treasury
Sales Client Officers (TSCO) in day-to-day support of client
deliverables--- Maintains a strong client focus, treasury industry
expertise, client subsector expertise and broad understanding of
bank structureRequired Skills: "Must" have these skills to be
minimally qualified.
Keywords: Disability Solutions, North Bergen , Treasury Sales Officer, Sales , New York, New Jersey
Click
here to apply!
|