Treasury Management Sales Officer

Job Description Summary

Summary of the Position:

The Treasury Management Sales Officer (“TMO”) will execute the Treasury Management Sales Strategy. The TMO is responsible for managing the specialty sales portfolio, generating new business and providing representation of the bank in the market. The TMO is responsible for developing new/enhanced business relationships with select clients nationally and within the Bank’s footprint. This position requires consultative selling to targeted niches within Treasury Management is responsible for meeting individual annual sales goals. Responsibility includes strategizing to target and develop the deposit/treasury niches, developing and executing sales strategies to retain and fully penetrate new treasury management relationships. This position reports directly to the Head of Treasury Management Sales and Strategy.

Primary Functions of the Position:

• Demonstrates mastery level proficiency in all Depository Services and Treasury Management products
• Responsible for independent, consultative sales calling efforts focusing on treasury management opportunities primarily related to targeted industry verticals (mostly comprehensive payments and related services).
• Consults with existing and prospective deposit centric clients, by phone and in person, to learn their business & industry trends.
• Develops individual sales prospecting regimen, plans to achieve production goals and initiating strategies that will improve efforts and subsequent results.
• Drives visibility through industry engagement, conference participation and other activities to develop prospective client relationships and generate treasury management fee revenue and operating balances.
• Provides education and knowledge of products to internal partners and to existing and prospective clients
• Become an industry expert as it relates to targeted industries and share knowledge within the bank and among prospect/client base.
• Effectively manages operational risk and compliance associated with role.

Education and Experience Requirements:

• Bachelor’s Degree or equivalent
• Certified treasury Professional (CTP) preferred but not required
• 5+ years of experience in one or a combination of the following: sales, business development, payment centric industries sales or treasury management sales experience
• Proven experience in complex, comprehensive payments/technological solutions and a strong understanding of related business applications and risk management protocols
• Ability to generate calling activity and corresponding business by being a self-starter and leading opportunities independent of lending/credit.
• Exceptional interpersonal, communication, and presentation skills
• Exceptional planning, time management, and organization skills
• Demonstrated analytical and problem-solving capabilities
• Demonstrated ability to work independently and build relationships
• Ability to work in a high-energy, fast-paced work environment and adapt quickly to changing circumstances

Bachelor’s: Business Administration, Bachelor’s: Marketing

General Experience – 10 to 15 years, Manager Experience - 6 to 10 years

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

$130,000.00-$250,000.00

Travel

Workstyle

Remote

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.  Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

 

 

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. 
We expect our associates at all levels to:
•  Grow professionally and inspire others to do the same
•  Work with and through others to achieve desired outcomes
•  Make prompt, pragmatic choices and act with the client in mind
•  Take ownership and hold themselves and others accountable for delivering results that matter
•  Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.