Job Summary
The Treasury Management Sales Officer is an experienced sales consultant / officer position responsible for the development of TM business for a deposit centric prospecting base, geographic area or market segment. This position partners with relationship managers and regional presidents in a consultative selling role and is responsible for meeting annual sales goals and sales activity targets by developing and executing a strategy to retain and fully penetrate new treasury management relationships.
Essential Duties and Responsibilities
• Sales Support
Develops sales plans for territory and key customer accounts and deposit centric targets
Increased autonomy in managing assigned territory, requiring minimal assistance from management
Actively shares knowledge and market experience with peers, less experienced team members, and is a participant in TM initiatives.
Recognizes and supports our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company
• Product Marketing
Oversees all Marketing collateral as it relates to depository and Treasury Management products;
Performs periodic Marketing / Sales campaigns;
Provides education and knowledge of products to internal partners and to existing and prospective clients.
Job Summary
The Treasury Management Sales Officer is an experienced sales consultant / officer position responsible for the development of TM business for a deposit centric prospecting base, geographic area or market segment. This position partners with relationship managers and regional presidents in a consultative selling role and is responsible for meeting annual sales goals and sales activity targets by developing and executing a strategy to retain and fully penetrate new treasury management relationships.
Essential Duties and Responsibilities
• Sales Support
Develops sales plans for territory and key customer accounts and deposit centric targets
Increased autonomy in managing assigned territory, requiring minimal assistance from management
Actively shares knowledge and market experience with peers, less experienced team members, and is a participant in TM initiatives.
Recognizes and supports our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company
• Product Marketing
Oversees all Marketing collateral as it relates to depository and Treasury Management products;
Performs periodic Marketing / Sales campaigns;
Provides education and knowledge of products to internal partners and to existing and prospective clients.
Knowledge, Skills, and Abilities
Knowledge of
• Experience exceeding established sales and customer satisfaction goals
• Experience in business development or sales of treasury management products and services to deposit centric companies
• Strong knowledge of treasury management product and services
Skill in
• Strong negotiation and influence skills.
• Excellent verbal, written, and interpersonal communication skills
• Strong presentation skills
Educational/Previous Experience Requirements
Education/Previous Experience
• Bachelor’s Degree required
• 6-8 years of experience in one or a combination of the following: sales, business development, or treasury management
• 6-8 years of business-to-business sales experience or treasury management sales experience with deposit centric industries
Knowledge, Skills, and Abilities
Knowledge of
• Experience exceeding established sales and customer satisfaction goals
• Experience in business development or sales of treasury management products and services to deposit centric companies
• Strong knowledge of treasury management product and services
Skill in
• Strong negotiation and influence skills.
• Excellent verbal, written, and interpersonal communication skills
• Strong presentation skills
Educational/Previous Experience Requirements
Education/Previous Experience
• Bachelor’s Degree required
• 6-8 years of experience in one or a combination of the following: sales, business development, or treasury management
• 6-8 years of business-to-business sales experience or treasury management sales experience with deposit centric industries
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm