Treasury Sales Officer III / Business Development - Not For Profit Health and Higher Education

Director and business development leader delivering integrated treasury solutions to healthcare and not-for-profit education clients, driving strategic plans for complex relationships and partnering with Treasury Sales Executives to grow wallet share.

Responsibilities

• Develop strategic business development plans in collaboration with HENFP teams, treasury sales executives and officers for undeveloped or highly complex sector relationships.
• Operate as an additive layer to current TSO coverage; the Treasury Sales Officer remains the owner of treasury and payments relationships and the final decision maker.
• Shape and execute client acquisition strategies for a defined portfolio of complex healthcare relationships, prioritizing wallet share growth and new opportunities.
• Support Treasury Sales Executives and banking teams in engagement strategy, call planning and solution positioning to ensure a coordinated, team-led approach to revenue generation.
• Drive proactive prospecting across assigned healthcare systems, identify whitespace opportunities, and advance early-stage opportunities into actionable pipelines.
• Provide leadership on complex, multi-product deal structures and emerging solutions that expand market share across payments, liquidity and working capital.
• Partner with product specialists and coverage teams to design integrated, client-centric solutions spanning major Lines of Business.
• Serve as a senior advisor on structuring and positioning treasury solutions for sophisticated client needs, including large-scale transformations and strategic initiatives.
• Lead strategic and tactical execution of segment-level initiatives, aligning Treasury, Banking and Product organizations.
• Foster collaboration between product, sales and client relationship teams to accelerate commercialization of healthcare solutions.
• Support global and regional growth initiatives by translating enterprise priorities into client-level action plans.
• Identify and analyze emerging product trends, competitive strategies and market gaps within the healthcare ecosystem.
• Develop responses to evolving market dynamics and help shape internal product development priorities and go-to-market strategies.
• Act as a feedback channel to product teams by incorporating voice-of-client insights into innovation and roadmap discussions.
• Provide subject matter expertise in treasury management and product risk to assist banking partners in understanding capabilities and appropriate application.
• Offer guidance across the sales cycle to ensure proper structuring, risk alignment and adherence to internal policies.
• Serve as a trusted internal advisor bridging knowledge gaps between product, banking and sales teams.
• Take part in client call planning, executive reviews and strategic discussions, influencing outcomes through deep industry and product expertise.
• Represent the bank at key healthcare and treasury industry events, delivering thought leadership and consultative insights.
• Lead high-impact discussions with CFOs, Treasurers and senior stakeholders, positioning the bank as a strategic partner in financial transformation.
• Support and advise on consultant engagement strategy, identifying collaboration opportunities and contributing to deal flow through joint client pitches and referrals.
• Coordinate across regional Product and Sales teams to serve customers seamlessly.
• Expand thought leadership on modern treasurer and payments priorities, including ESG considerations and AI applications in treasury and payments.
• Be measured on increases in Solutions Per Relationship (SPR) and new revenue for a portfolio of 25 to 50 current clients.
• Work with bankers/RMs and treasury sales officers to develop a client calling strategy that advances relationships and drives incremental revenue.
• Develop deep, trusted relationships at CFO or Treasurer level.
• Collaborate with bankers/RMs and TSOs to assess current wallet share and identify opportunities for the designated client list.
• Be accountable for Treasurer/AT level client calls on a quarterly basis.
• Partner with SPS Advisory to review relationships and craft a plan of attack aligning gaps to solutions.
• Meet quarterly with the TSE and GCB Head to review progress.

Requirements

• 20+ years of experience in cash management, working capital, liquidity, foreign exchange and merchant acquiring within transaction banking or corporate treasury settings.
• Experience advising or operating within large corporate, Global Commercial Banking or multinational treasury environments, with knowledge of how treasury and payments are evolving to support shifting business and C-suite needs.
• Strong analytical and problem-solving abilities, including proficiency in quantitative analysis and financial modeling.
• Protects the GPS reputation across regions through risk management, governance and control aligned with the Risk Framework.

Focus Areas / Success Metrics

• Drive increasing SPR and new revenue for a portfolio of 25 to 50 current clients.
• Collaborate with bankers, relationship managers and treasury sales officers to craft a client calling strategy that advances relationships and revenue.
• Develop deep, trusted CFO or Treasurer level relationships.
• Work with bankers, RMs and TSOs to assess current wallet share and identify opportunities for the designated client list.
• Be responsible for Treasurer or AT level client calls on a quarterly basis.
• Partner with SPS Advisory to review relationships and map gaps to solutions with a deliberate plan of attack.
• Meet quarterly with the Treasury Sales Executive and Global Commercial Banking Head to review progress.

Skills

• Account Management
• Business Development
• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Coaching
• Portfolio Analysis
• Presentation Skills
• Relationship Building
• Sales Strategy
• Collaboration
• Critical Thinking
• Oral Communications
• Prioritization
• Prospecting

Preferred Qualifications, Capabilities, and Skills

• Excellent communication and presentation skills, with ability to explain complex concepts to diverse audiences.
• Proven leadership in guiding client engagements and managing cross-functional teams.
• Deep Payments and Transactions experience.
• Organizational and political intelligence across regions and cultures.
• Strong listening and communication skills.
• Ability to influence across leadership, acting as an internal adviser and objective facilitator.
• In-depth healthcare industry subject matter expertise.

Position Details

• Location: Chicago, IL onsite
• Salary: USD 250,000 - 305,000 per year
• Minimum experience: 20 years
• Shift: 2nd shift
• Hours per week: 40