Treasury Management Specialty Sales Officer

Raymond James • Cleveland, OH

127d

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 and 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.

Requirements

• Bachelor’s Degree or equivalent.
• Certified treasury Professional (CTP) preferred but not required.
• 5+ years of experience in one or a combination of 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 and risk management protocols.
• 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.

Nice To Haves

• Bachelor’s in Business Administration or Marketing.
• General Experience – 10 to 15 years.
• 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.
• 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.

Benefits

• Wide-ranging benefits and support of leaders and colleagues.
• Development opportunities and enriching networking groups.
• Prioritizing diversity, inclusion and the power of different perspectives.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 1-10 employees