Treasury Management Sales Officer II

Provident Bank•Iselin, NJ

About The Position

As a member of Provident Bank’s Treasury Management Sales department, the Treasury Management Sales Officer sells treasury management solutions to new and existing business banking and commercial clients. The role focuses on growing sales revenue, educating clients, identifying value-added solutions, supporting business development, and proactively managing client relationships. The officer works collaboratively with treasury sales associates, onboarding specialists, relationship and portfolio managers, credit, risk, and retail teams. Work is mainly performed in a normal office environment with moderate noise, and may involve travel to customers and property locations. The role may include prolonged sitting, lifting items weighing 5 to 10 pounds, and occasional bending or overhead lifting. Hazards are mainly those found in a normal office setting. This job description may not be all-inclusive; employees may be assigned other duties, and responsibilities may be modified by management.

Requirements

Bachelor’s degree in Finance, Accounting, or Business Administration.
At least 6 years of experience commensurate with the job function.
Comprehensive product knowledge of payables, including commercial card, and receivables.
Strong negotiation skills and business and financial acumen.
Excellent written and verbal communication skills.
Ability to adapt the sales approach to client requirements.
Ability to manage multiple demands and shifting priorities.
Strong attention to detail and exceptional organizational skills.
Strong consulting skills.
Proficiency in Microsoft Office.

Nice To Haves

CTP or CCM certification preferred.

Responsibilities

Create and execute a sales strategy to achieve new-client acquisition goals.
Expand client relationships through cross-selling to gain maximum share of wallet.
Grow revenue and develop new-business pipelines through active client calling, portfolio development, and pricing reviews.
Provide consultative expertise and conduct client and prospect needs analyses to recommend appropriate treasury solutions.
Lead client pricing and negotiation discussions.
Track sales activities and timelines to ensure deliverables are completed on time.
Coordinate sales efforts and prospecting calls with relationship managers and other partners to acquire business and strengthen existing relationships.
Manage risk in conjunction with client, sales-team, and bank needs.
Support onboarding and treasury support teams as needed.
Continuously expand knowledge of bank products and internal systems.
Provide market feedback on industry trends, product gaps, and the competitive landscape.

Benefits

Paid time off (PTO) and holiday PTO.
Medical, dental, and vision plans.
Flexible spending and health savings accounts.
401(k) retirement plan.
Disability insurance.
Employee Assistance Program.
Basic life insurance.
Company-sponsored tuition disbursement and loan repayment programs.
Voluntary supplemental life insurance, accident, critical illness, hospital indemnity, and legal plans.
Incentive-eligible compensation based on company, business, and/or individual goal achievement and performance.