Treasury Management Sales Officer II

Provident Bank•Woodbridge Township, NJ

2d•$99,400 - $142,000

About The Position

The Treasury Management Sales Officer (TMSO) sells treasury management solutions to new and existing business banking and commercial clients. The role focuses on growing sales revenue, helping clients identify value-added solutions, supporting business development, and proactively managing client relationships. The TMSO collaborates with treasury sales associates, onboarding specialists, relationship and portfolio managers, credit, risk, and retail partners.

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 modify sales approach to suit 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.

Responsibilities

Create and execute a sales strategy to achieve new-client acquisition goals.
Expand client relationships through cross-selling initiatives and increase share of wallet.
Grow revenue, develop the new-business pipeline, conduct active client calls, develop the portfolio, and review pricing.
Provide consultative expertise and conduct client and prospect needs analyses to recommend suitable 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 partners to acquire business and strengthen client 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 and Health Savings Accounts.
401(k) retirement plan.
Disability insurance.
Employee Assistance Program.
Basic life insurance.
Tuition disbursement and loan repayment programs.
Voluntary supplemental life insurance, accident, critical illness, hospital indemnity, and legal plans.
Incentive eligibility based on company, business, and/or individual goal achievement and performance.