Treasury Sales Officer, Financial Institutions Group

Overview

As Treasury Sales Officer, you will own and grow a portfolio of EMEA inbound banks, driving integrated treasury solutions across payments, liquidity, FX, and data. You will coordinate with regional and global teams to convert opportunities from origination through onboarding and revenue realization, shaping multi-rail payment strategies for clients. You will act as the central EMEA contact, aligning coverage, product dialogue, and governance with senior stakeholders. This is a growth-focused, client-facing role that balances revenue protection with cross-functional execution in a fast-paced, global bank environment.

Pay / Benefits

• Private healthcare for you and family
• Annual health screen
• Competitive pension plan
• Life assurance and income protection
• Enhanced parental leave and family support
• Flexible benefits and wellbeing resources

Responsibilities

• Own an assigned portfolio of EMEA branches and subsidiaries of foreign financial institutions
• Protect existing revenue through account retention and recovery plans for priority relationships
• Understand each client’s legal-entity structure, payment flows, liquidity needs and strategic priorities
• Convert existing pipeline and originate new entities and logos with credible business cases
• Build client strategies across payments, liquidity, FX, trade finance and related services
• Combine correspondent banking with real-time payments, APIs and data-led services across multiple rails
• Position FX, including AutoFX, as part of client payment flows
• Shift revenue towards transaction-led income via sustainable relationship revenue
• Own portfolio reporting across revenue, pipeline, mandates, implementations and forecasts
• Report funnel stages separately and track revenue movers/detractors with corrective actions
• Produce updates for EMEA and global GPS leadership on progress, risks, owners
• Keep data consistent across CRM and management reporting via repeatable dashboards
• Build joint account plans with home-region TSOs and product partners
• Run regular portfolio and pipeline reviews with regional and global stakeholders
• Escalate issues with client impact, revenue at stake, and proposed fixes
• Set clear deal plans, milestones, economics and owners for priority opportunities
• Identify onboarding, KYC, sanctions, credit and tech constraints early and coordinate resolutions
• Maintain post-go-live accountability for adoption, volumes and revenue delivery
• Lead senior client meetings, treasury reviews and RFPs
• Engage clients on payments modernisation, liquidity, FX, APIs and resilience
• Differentiate scalable opportunities from pilots and feed market insights back to product
• Ensure opportunities fit client business models and Bank risk appetite with compliant pricing
• Support junior colleagues on the portfolio

Key requirements

• Client-facing experience in transaction banking, correspondent banking or financial-institutions coverage
• Proven track record of originating and converting business with banks or regulated financial institutions
• Strong knowledge of cross-border payments, clearing, liquidity and transactional FX across major currencies
• Understanding of real-time payments, APIs and multi-rail payment models
• Strong analytical and reporting skills for senior stakeholders
• Ability to coordinate across regions, products and control functions without formal authority
• Experience with onboarding, KYC and cross-border governance
• Sound commercial and risk judgement plus excellent communication and negotiation skills
• Fluency in English
• Experience covering APAC, North America or Latin America banks in EMEA; additional languages preferred

• communication
• negotiation
• cross-functional collaboration
• cross-border payments
• transactional FX
• liquidity management

…