VP, Sr. Treasury Sales Consultant

Axos BankNew York, NY
7h$120,000 - $150,000

About The Position

The Sr. Treasury Management Sales Officer (TMSO) is responsible for identifying, analyzing, selling and supporting treasury management solutions to commercial prospects and clients. The TMSO contributes to the bank's deposit and fee income goals. The TMSO will manage a portfolio of clients and prospects within the Axos Commercial Banking treasury management team.

Requirements

  • Bachelor’s degree in Finance, Business, Economics, or a related field, or equivalent experience
  • 8+ years of treasury management, cash management, or commercial banking sales experience
  • Demonstrated success selling complex treasury solutions to middle-market and large commercial clients
  • Strong consultative selling, negotiation, and financial analysis skills
  • Proven ability to independently manage a pipeline and consistently meet or exceed revenue goals
  • Excellent communication and presentation skills with senior-level client audiences

Responsibilities

  • Oversee the treasury management sales process from initial consultation and sale through post-implementation follow-up to ensure the highest level of client satisfaction
  • Partner with Deposit Relationship Managers, Team Leaders and Sales Managers in the development and direct sale of depository and treasury management products and services to large and complex clients and prospects
  • Evaluate cash-flow, working capital and operational needs of clients and prospects to provide consultative recommendations on improving their business process using Axos Bank’s suite of Treasury Management, Foreign Exchange and Merchant Services product sets
  • Analyze prospects’ banking activity and prepare comprehensive pricing proposals
  • Prepare and perform ongoing/periodic relationship reviews.
  • Collaborate with management to develop a marketing strategy, establish sales objectives, and deploy new services and enhancements while focusing on the needs of top-tier clients
  • Actively track and maintain all sales pipeline opportunities and activities within Salesforce
  • Other duties as assigned

Benefits

  • Medical, Dental, Vision, and Life Insurance
  • Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year)
  • HSA or FSA account and other voluntary benefits
  • 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
  • Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service