The CIB N.A. Public Sector Treasury Sales Officer (TSO) is responsible for managing and maintaining a portfolio of primarily public sector 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 Public Sector 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.
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