The Global Treasury Sales Officer (TSO) is responsible for managing, and aggressively growing, treasury revenue across a portfolio of privately held and public real estate entities. He or she teams up as needed with Relationship Managers, FX, Investment, Card, Trade/SCF, Liquidity Product partners and others across the enterprise to drive US and International Treasury Solutions for their assigned client base.
Accountable for revenue growth, client calling, portfolio development, pricing, responding to RFP/RFIs, building and executing client plans, call preparations and participating in overall treasury presentations as well as providing participation in industry forums.
To be successful in the role, TSO must build and maintain strong client relationships, and develop prospecting opportunities. They must have exceptional business development skills and extensive product knowledge. He or she must possess excellent organizational, interpersonal, financial acumen, communication and presentation skills.
5+ years of treasury management sales experience
Proven ability developing new treasury management business through strong client relationship building skills combined with product knowledge.
Extensive US product knowledge including traditional treasury management, merchant services and overall working capital solutions. International treasury experience would be a plus.
Ability to function effectively under pressure as an individual contributor as well as in a close team and fast paced environment
Excellent verbal and written communication skills
Demonstrates business acumen and strategic thinking
Demonstrates functional expertise
Experience working on RFPs
B.A. or B.S. Degree
Advanced working capital product knowledge
Prospecting experience and experience working with commercial real estate companies