Treasury Management Sales Officer

Raymond James

2d•Remote

About The Position

The Treasury Management Specialty Sales Officer (“TMO”) will execute the Treasury Management Specialty 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.

Requirements

Bachelor’s Degree or equivalent
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, risk management protocols and
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

Nice To Haves

Certified treasury Professional (CTP) preferred but not required
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Responsibilities

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.