Treasury Management Sales Officer

Popular

8d • Hybrid

About The Position

The Treasury Management Sales Officer serves as a consultant leveraging their knowledge to provide customized solutions and best practices to clients and prospects. This role focuses on driving revenue growth through partnerships with Commercial Relationship Officers, expanding and deepening relationships with clients using treasury management solutions. The Treasury Management Officer will provide client consultations and presentations, identify cross-sell opportunities, and ensure exceptional service delivery.

Requirements

• Bachelor’s degree preferred; candidates should bring 5–7 years of banking experience.
• Minimum of 5 years of Treasury Management sales experience
• Certified Treasury Professional (CTP) designation preferred.
• Comprehensive knowledge of Treasury Management products.
• Proven strategic and consultative sales experience.
• Demonstrated success in the sale of Treasury Management solutions.
• Excellent organizational and analytical skills with attention to detail.
• Strong problem-solving, negotiation, and follow-up abilities.
• Strong oral and written communication skills.
• Ability to build and maintain productive relationships both internally and externally.
• Proficiency in Salesforce and Microsoft Office Suite tool
• The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.
• Applicants must be authorized to work for any employer in the United States. This position is not open to applicants who need visa sponsorship or transfer of visa sponsorship at this time.

Nice To Haves

• Certified Treasury Professional (CTP) designation preferred.

Responsibilities

• Develop Sales Strategies: Create and implement Treasury Management sales strategies to grow and deepen client segments including Business Banking, Middle Market, Associate Banking, Commercial Real Estate, Government, and Not-for-Profits.
• Cross-Sell Solutions: Proactively identify Treasury Management prospects within the existing client portfolio to uncover cross-sell opportunities.
• Be a Trusted Advisor: Provide tailored solutions to enhance clients’ operating effectiveness and optimize their banking experience.
• Collaborate Effectively: Educate Relationship Officers and Branches on the Treasury Management needs of clients and prospects to foster a collaborative approach.
• Enhance Solutions: Offer insights to Product Management to refine and expand Treasury Management solutions, ensuring Popular Bank maintains a competitive edge.
• Stay Informed: Monitor industry trends via conferences, competitor offerings, and pricing to inform marketing strategies, sales objectives, and bank competitiveness.
• Manage and Review Client Relationships: Conduct regular reviews of client treasury management relationships for operating efficiencies and ensure account analysis statements reflect accurate and competitive pricing.
• Proposal & Sales Materials Support: Assist in developing proposals, pro formas, and supporting sales and marketing materials used in the cash management sales process.
• Problem Resolution: Coordinate timely resolution of operational issues reported by clients with support from Treasury Management Analyst and Associate colleagues.
• Manage Pipeline: Maintain an up-to-date sales pipeline to enable accurate tracking of sales and revenue growth.
• Drive Results: Achieve measurable portfolio growth in Treasury Management revenue, deposits, and overall profitability optimization.

Benefits

• Our hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior