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Treasury Management Sales Officer

$100k - $250k
Full-time

Raymond James

Job Description Summary Plans and implements pursuit of strategic opportunities for a particular business or organization, for example, by cultivating partnerships or other commercial relationships, or identifying new markets for its products or services. Job Description Summary of the Position: The Treasury Management Specialty Sales Officer (“TMO”) will execute the Treasury Management Specialty Sales Strategy, with a specific focus on providing tailored services to Single and Multi-Family Offices. 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, which is responsible for meeting individual annual sales goals. Responsibility includes strategizing target and developing 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. Primary Functions of the Position: 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. Education and Experience Requirements: Bachelor’s Degree required 7+ years of experience in one or a combination of the following: sales, business development, or treasury management 7+ years of business-to-business sales experience or treasury management sales experience with deposit centric industries Essential Skills and Abilities: Strong negotiation and influence skills. Experience exceeding established sales and customer satisfaction goals Excellent verbal, written, and interpersonal communication skills Strong presentation skills Experience in business development or sales of treasury management products and services to deposit centric companies Strong knowledge of treasury management product and services Education Bachelor’s: Business Administration, Bachelor’s: Marketing Work Experience General Experience - 6 to 10 years Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Salary Range $100,000.00-$250,000.00 Travel Less than 25% Workstyle Resident The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com. 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 – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF. Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch. Join our Talent Network to stay up to date on career opportunities that may be a good fit for you. Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.

Vacancy posted 22 hours ago
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