U.S. Banking: Corporate Treasury Sales Leadership Opportunity in the Sector
U.S. Banking: This role represents a senior-level career opportunity for experienced professionals who want to lead strategic sales and relationship management initiatives within the financial services industry. The position is designed for individuals with a strong background in corporate treasury solutions, commercial banking relationships, and institutional sales. It offers the chance to work closely with major banking organizations, influence revenue growth, and contribute directly to national-level business expansion across key U.S. markets.
Role Overview and Strategic Focus
The Corporate Treasury Sales Officer role is centered on relationship management and business development, primarily across the East Coast, with future expansion opportunities toward Western regions. As part of the National Accounts Team, this position plays a critical role in strengthening partnerships with regional and large banks holding assets exceeding $50 billion. The professional selected for this role will act as a trusted advisor, ensuring long-term collaboration while driving consistent growth within the bank channel.
Core Responsibilities in Relationship Management
A primary responsibility of this role is to build and maintain strong, value-driven relationships with banking clients. This requires a deep understanding of client needs, operational challenges, and strategic objectives. By aligning treasury solutions with these requirements, the sales officer ensures that clients receive measurable value while fostering long-term engagement. Maintaining regular communication, anticipating future needs, and offering proactive solutions are essential aspects of this responsibility.
Business Development and Market Expansion
The position demands a proactive approach to identifying new market opportunities and expanding market penetration. This includes targeting new client segments, pursuing high-potential prospects, and uncovering untapped revenue streams. Through continuous market analysis and client outreach, the sales officer supports sustainable growth while strengthening the organization’s presence within the financial services ecosystem.
Collaboration with Internal Teams
Success in this role depends heavily on collaboration. The Corporate Treasury Sales Officer works closely with product, service, and cross-functional teams to ensure solutions are tailored to specific client objectives. By aligning internal resources and expertise, the role ensures seamless execution of sales initiatives and high-quality client delivery. This collaborative approach enhances solution effectiveness and reinforces client trust.
Sales Strategy and Performance Management
Another key aspect of the role is refining sales strategies based on market insights and performance data. Monitoring metrics such as conversion rates, pipeline growth, and revenue performance enables informed decision-making and continuous improvement. The role also involves sharing regular updates with senior leadership, providing visibility into sales progress, emerging trends, and competitive dynamics.
Required Professional Experience
The role requires a minimum of ten years of relevant professional experience, including a proven track record as a successful sales leader within financial services. Experience selling complex solutions to commercial and institutional clients within large banking environments is essential. Candidates must demonstrate a strong understanding of bank balance sheets, treasury operations, and institutional decision-making processes.
Skills and Competencies for Success
Strong analytical capabilities and data-driven decision-making skills are critical for this position. The role also demands excellent interpersonal and communication abilities, enabling effective engagement with senior banking executives and internal stakeholders. A self-starter mindset, intellectual curiosity, and the ability to quickly learn new products and services are highly valued. Additionally, the role requires adaptability and resilience to thrive in a fast-paced, dynamic, and collaborative environment.
Travel and Educational Requirements
The Corporate Treasury Sales Officer must be willing to travel extensively, with approximately fifty percent travel expected. This travel supports relationship-building, client engagement, and market development across multiple regions. A bachelor’s degree is required, reflecting the professional and strategic nature of the role.
Career Growth and Professional Impact
This position offers a unique opportunity to influence national sales strategy while working with some of the largest banking institutions in the country. Professionals in this role gain exposure to high-level decision-making, complex financial environments, and long-term client partnerships. It is an ideal role for experienced sales leaders seeking both challenge and impact within corporate treasury and banking solutions.