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CIB - Treasury Services - TMT Large Corp Sales - Relationship Sales Officer - Vice President

Req #: 170059089
Location: New York, NY, US
Job Category: Relationship Management/Sales
Potential Referral Amount: 0 US Dollar (USD)

The CIB N.A. TMT Treasury Sales Officer (TSO) is responsible for managing and maintaining a portfolio of TMT clients by identifying new business opportunities, proposing and delivering appropriate Treasury Services products and solutions for new/existing clients who look to the TS TSO to be their trusted financial services advisor. It is the goal of the TSO to deliver exceptional service while employing risk mitigation processes for both the client and the Firm.
 
Principal Duties and Responsibilities (In order of Importance)
  • Executes NA TMT strategy by identifying new business opportunities across a suite of solutions.
  • Develops and maintains an active sales pipeline
  • Works with internal partners, including bankers and CSO’s to maintain and grow  an existing portfolio
  • Serves as a trusted advisor, leveraging core knowledge to recommend and promote Treasury Services solutions to clients while working within the risk parameters that protect the firm.
  • Develops account plans for select clients.
  • Conveys a professional, knowledgeable and confident demeanor.
  • Builds collaborative internal relationships to develop and foster partnerships with assigned portfolio Managers, Bankers, Service and Implementation and other internal partners.
  • Maintains an active calling plan; regularly engaging clients and prospects to communicate key Treasury Services messages to drive business results.
  • Manages customer expectations by communicating up front timelines and deliverables.
  • Works closely with Implementation  and CSO colleagues to ensure smooth transition of requests.
  • Takes ownership of escalating Treasury Management client issues to the appropriate partner (Service, Implementation, etc.) follow up and leverage the appropriate resources to champion results.
  • Actively engages in development of junior sales associate staff.


Experience/Knowledge:
  • Minimum of 3 – 7 years of treasury management, sales and relationship management experience.
  • Demonstrated experience in delivering sales results
  • Strong working relationship with clients and colleagues.
  • Bachelor’s degree in Finance or related field.


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