Treasury Management Sales Officer

Customers Bank•New York, NY

62d

About The Position

As a Treasury Management Sales Officer, you will be responsible for selling and supporting treasury management products and services to both existing and prospective commercial clients, aiming to achieve deposit and fee income goals while building strong client relationships.

Requirements

Bachelor's degree or equivalent combination of training and experience
Strong writing and speaking skills
At least 5 years of financial services experience
At least 5 years of treasury management sales experience
Advanced knowledge and understanding of Treasury Management Services and deposit products
Ability to work with the Microsoft Suite and learn/work with other Customers Bank's applications

Nice To Haves

Certified Treasury Professional (CTP) or equivalent desired

Responsibilities

Analyze client needs and recommend appropriate treasury management solutions
Develop and deliver sales presentations to potential and existing clients
Assist in the design and implementation of treasury management solutions
Manage and maintain a portfolio of treasury management clients.
Meet periodically with targeted clients to ensure proper servicing of accounts and expand existing business deposit and Treasury Management relationships.
Identify and pursue new business opportunities for treasury management products and service
Work independently, with minimal supervision, and in partnership with market bankers to develop new profitable business from prospective business clients; develop and execute strategic account plans
Build and maintain strong relationships with clients.
Provide excellent customer service and support to ensure client satisfaction and retention
Educate and advise bankers on new TM product development initiatives
Address client inquiries and resolve issues in a timely and effective manner.
Partner with internal stakeholders when representing the client perspective in the development/evolution of products and solutions
Collaborate with internal teams (e.g., product development, operations) to ensure seamless client onboarding and service delivery.
Possess a strong understanding of treasury management products, services, and industry trends.
Stay current on competitor offerings and provide market and competitor feedback to the Head of Treasury Management and Product.
Stay up-to-date on regulatory changes and best practices in treasury management.
Participate in industry events and networking opportunities.
Contribute to the development of sales strategies and tactics.
May be involved in cross-selling other bank products and services.