Treasury Management Sales Officer
$130k - $150kIDB Bank
Treasury Management Sales Officer (New York Region) Job DescriptionJob OverviewThe Treasury Management Officer is the product subject matter expert driving Treasury Management sales and client acquisition activities for the full suite of Treasury Management Products (Deposits, Liquidity, Payments, Receivables, Card, Merchant Services, Escrow sub-acctg, Fraud Prevention, and other products as assigned).Working closely with both the front and back offices, will drive the launch and sales activities of new treasury management and payments products and services for the bank, working with the Commercial Banking and Private Banking teams, leveraging industry best practices and company programs for sales strategy and process.This employee also works closely with supporting staff (Operations, Customer Service, Implementations, etc.) to help manage expectations to maximize client satisfaction, efficiency, and profitability for corporate clients in the region.Reporting directly to the Treasury Management National Sales Manager, this employee will primarily support the New York region.Responsibilities and DutiesIncluding but not limited to:Work with the Treasury Management Product Management team in supporting / developing the product roadmap for treasury management products and services, incorporating assessment of the competitive landscape in the region, technology plan, client needs and corporate strategic plan.By providing market feedback, assist in defining business requirements for new treasury management products and services, required enhancements and other incremental features and functions. Build and manage go-to-market and sales strategy, under the guidance and management of the Treasury Management National Sales Manager.Manage and perform related sales functions as determined, including prospecting, prospect evaluation, and opportunity analysis, supporting all regions of the Bank, but primarily focusing on the New York region. Assist with development of sales and marketing materials for treasury management products.QualificationsMinimum 5-7 years’ experience in treasury management sales.The successful candidate will have:A detailed knowledge of banking, treasury/cash management products and services, and the Bank’s customers and prospects.Experience selling treasury management products and services and banking/product knowledge.Highly motivated and change agent to drive salesOrganized and ability to support multiple areas across the BankAdditional languages spoken: Hebrew, Spanish and Portuguese (a plus)CompensationThe expected annual salary for this position is between $130,000 and $150,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual’s skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement.Additional InformationThe Bank Will Make Reasonable Accommodations To The Following Employees To Allow Them To Perform The Essential Functions Of Their Position, Except Where Doing So Would Result In Undue Hardship To The BankThose with a known mental or physical disability.Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions.Victims of domestic violence, sex offenses or stalking.Employees with religious observance and practice obligations.Any employee who believes he or she needs an accommodation for any of the above reasons should contact their supervisor or a member of Human Resources to request such an accommodation. In each case, the Bank will engage in a good faith written or oral dialogue concerning the individual’s accommodation needs; potential accommodations that may address the individual’s accommodation needs, including alternatives to a requested accommodation; and the difficulties that such potential accommodations may pose for the employer.The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee’s request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law.DisclaimerThe above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.All your information will be kept confidential according to EEO guidelines.We are operating on a Hybrid schedule.NO AGENCIES PLEASE.IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.Kindly review our Privacy Notice and GLBA Consumer Privacy Notice.
$81.2k - $135.3k
...regional travel required. Market and sell the entire range of treasury and cash management specific products and services throughout a designated... ...Responsibilities Responsible for driving income and creating sales opportunities by promoting treasury products and services....SuggestedTemporary workWork experience placementLocal areaWork visaFlexible hours$97.7k - $135k
Treasury Management Sales Officer Posted on September 1, 2026 On-site Treasury Management Full-Time Requisition #: TREAS002319 Locations Showing 1 location Bedminster, NJ 07921, USA +3 more locations Description Peapack Private Bank & Trust is a well-recognized,...SuggestedFull time$180k - $190k
...Designation: Hybrid - 3 days per week Role OverviewThe Zone Sales Officer is a senior sales leader responsible for driving sustainable,... ...BringRequired SkillsBachelor's degree in Business, Finance, Marketing, Management, or a related field.Life and Health insurance license; SIE,...SuggestedLocal areaHome office3 days per week- ...America is committed to an in-office culture with specific... ...client engagements, account management, closing complex and high dollar... ...participating as the product sales or industry expert in client... ...turning technology advances into treasury solutions for our clients globally...SuggestedWork experience placementWork at officeWork from homeFlexible hoursShift workNight shiftDay shift
- ...America is committed to an in-office culture that supports... ...turning technology advances into treasury solutions for our clients globally... ...in providing liquidity management, payments and receipts, trade... ...Technology. ~ The Treasury Sales Officer (TSO) will be responsible...SuggestedWork experience placementWork at officeFlexible hoursShift workDay shift
- ...America is committed to an in-office culture with specific... ...turning technology advances into treasury solutions for our clients globally... ...in providing liquidity management, payments and receipts, trade... ...by Technology. The Treasury Sales Officer (TSO) will be responsible...Work at office
- Citi in CDMX is seeking a Cash Management Sales Officer. The role is a developing professional position that handles most problems independently... .... Responsibilities include direct sales support to Treasury Consultants, revenue-focused activities for Treasury Products...
$250k
...leader empowering CFOs and finance teams with cloud-based treasury, payments, risk management and working capital solutions. We serve 3,000+ customers... ...Kyriba delivers transformational valueOrchestrate complex sales cycles (typically 90-180 days) involving multiple...Full timeContract workWorldwide- Fulton Bank seeks a treasury sales professional to support commercial and middle-market clients across Delaware and the greater Philadelphia... ...to 50% regionally and focuses on selling treasury and cash management solutions. You will build relationships, tailor proposals,...
- ...? You have found the right team. As a Treasury Sales Associate in Commercial Banking, you will... ...in contributing to new sales targets, managing business relationships, and achieving... ...Solutions such as a Treasury Management Officer position. Job responsibilities Collaborate...Work at office
- ...Join a world-class legal team at JPMorganChase, one of the largest asset and wealth managers globally. Make a direct impact by advising on complex alternative investment products and supporting innovative solutions for institutional and high net worth clients. As a...
- ...Banking supports the Healthcare Relationship Managers and commercial customers and prospects... ..., deposit services, online banking, and treasury management services to leverage... ...employees. This job operates in a professional office environment and routinely uses standard...Work at officeLocal area
$133.2k - $235k
...America is committed to an in-office culture that supports... ...client engagements, account management, closing complex and high dollar... ...participating as the product sales or industry expert in client... ...turning technology advances into treasury solutions for our clients globally...Full timeWork experience placementWork at officeWork from homeFlexible hoursShift workNight shiftDay shift$107k - $133.5k
...America is committed to an in-office culture with specific... ...turning technology advances into treasury solutions for our clients globally... ...and providing liquidity management, payments and receipts, trade... ...Responsibilities:The Treasury Sales Client Officer (TSCO) is held...Full timeWork experience placementWork at officeWork from homeShift workDay shift$108k - $160k
...America is committed to an in-office culture with specific... ...client engagements, account management, closing complex and high dollar... ...participating as the product sales or industry expert in client... ...turning technology advances into treasury solutions for our clients globally...Full timeWork experience placementWork at officeWork from homeFlexible hoursShift workNight shiftDay shift$275k - $300k
...Sr. Institutional Sales Officer Job Location(s) US-NY-New York Job ID 2026-2273 Category Sales/Business... ...teams Utilize consultative selling techniques to develop and manage meaningful relationships with institutional clients and...Full timeWork at officeRemote work- ...international revenue generation by partnering with bankers, treasury management officers, and other product partners. You will provide in-depth and... ..., Capabilities and Skills8+ years of successful direct sales or relationship management - focused on International Treasury...Work at officeOverseas
$180k - $220k
...paid time off (PTO).We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.For additional information on iCapital, please visit Twitter: @icapitalnetwork...Full timeWork at officeRemote work- ...outstanding customer service, uphold our Mission and Core Values, generate sales, housekeeping, merchandising, signing, pricing, cash register operations (POS) , loss prevention and support the store management team. Cashier's are in charge our customer-first philosophy and...Part timeFlexible hoursAfternoon shift
- ...to clients, and have experience in relationship management. You have found the right team. As a Payments Sales Manager (PSM) Executive Director on the Asset Managers... ...and strategic levels to provide integrated treasury solutions within a consultative and client focused...
$17 per hour
...expertise and level of execution across every component feasibility & consulting, owner's representation, sales, partnerships, hospitality, merchandise, venue management, and content & booking of world-class live events and venues. The Legends Global culture is one of...For contractorsLocal areaWorldwideNight shift- ...have experience in relationship management. You have found the right team. As a Payments Sales Manager (PSM) Executive... ...Product and the Banking coverage officers. You will also be required to collaborate... ...levels to provide integrated treasury solutions within a consultative...
- ...Sales Support Administrator We are a growing IT tech repair company looking for a highly... ...who thrives working independently, can manage multiple priorities with ease, and takes... ...business tools (Google Workspace, Microsoft Office, etc.) Schedule & Work Environment...Work at officeRemote workMonday to Friday
$70k - $100k
...trading of securities in their separately managed accounts. Our team of approximately 90... ...oriented with experience as a Registered Sales Assistant or in a similar capacity to join... ...months of hire. Proficient in Microsoft Office Suite (Outlook, Word, Excel, OneNote) and...Work at office- Job Opportunity Position Summary Provides administrative and research support for export promotion activities related to food, agriculture, fisheries, and other industries in the U.S. Supports research, information gathering, coordination, and daily operations. Key...
$70k - $75k
...is an industry leader in fashion accessory products and brand management. By facilitating distribution to major retailers internationally... ...excited to meet you. Visit our website at Job Title: Sales Operations Assistant Location: Monday - Thursday onsite...Summer workRemote workFlexible hours- ...combines Custody, Fund Services, Middle Office, Data & Analytics, Collateral Management, Liquidity and Agency Lending... ...Director in Securities Services Sales, you will serve as a Sales & Client... ...– including insurance, pensions, treasuries, endowments & foundations, and government...Work at office
- ...Chief Sales Officer About the Company Leading engineering and infrastructure consulting firm with 5,000 professionals nationwide.... ...systems, strengthening pipeline quality, and strategic account management. A key aspect of the role is to coach and mentor senior...
- ...role in ensuring the smooth technical operation and promotional success of our media broadcasts. This part-time position involves managing live broadcast equipment, coordinating with on-air talent, and assisting with the execution of promotional campaigns to enhance audience...Part timeFlexible hoursAfternoon shift
- ...? You have found the right team. As a Treasury Sales Associate in Commercial Banking, you will... ...in contributing to new sales targets, managing business relationships, and achieving... ...Solutions such as a Treasury Management Officer position. Job responsibilities Collaborate...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Treasury Management Sales Officer. Be the first to apply!
- treasury director New York, NY
- treasury accountant New York, NY
- treasury sales officer New York, NY
- treasury manager New York, NY
- sales support assistant New York, NY
- sales support administrator New York, NY
- sales officer New York, NY
- treasury sales New York, NY
- treasury New York, NY
- treasury consultant New York, NY


