Treasury Sales Officer II

Description

This job is responsible for the delivery of integrated treasury solutions to clients and prospects that may be in the United States (US) or global.

Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities.

Job expectations include providing product knowledge to deliver the best possible solution to meet the client and prospect’s needs.

• Engage with complex Not-For-Profit Healthcare and Private Higher Education companies as their working capital, financial technology and trusted 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 converstion 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

Requirements :

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.

• Excellent creativity with communication (verbal and written) and presentation skills
• Excellent sales, negotiation and advisory skills
• Aptitude for embracing innovation and demonstrating how digitization can be value add
• 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 equivalent work experience.

Desired but not required skills :

• For-profit, Not-For-Profit, Higher Education or Healthcare banking / Revenue Cycle experience a plus
• Prior Treasury Sales experience a plus, 5+ years banking experience
• Prior Card solution experience a plus
• Certified Treasury Professional a plus "CTP"

Shift :

1st shift (United States of America)

Hours Per Week :