Treasury Management Sales Officer

🕒 Maio 20

🌽 Illinois – Remoto

🌽 Illinois – Remote

💵 $130.000 - $250.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🤑 Vendas

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Raymond James

SiteLinkedInTodas as Vagas

10.000+ funcionários

Fundada em 1962

💸 Finanças

Finance • Wealth Management • Investment Banking

A Raymond James é uma empresa global de serviços financeiros que oferece uma ampla gama de soluções de investimento, incluindo gestão de patrimônio, gestão de ativos e serviços de banco de investimento. A empresa se especializa em fornecer planejamento financeiro personalizado e consultoria de investimentos para indivíduos e instituições, com foco em planejamento de aposentadoria, gerenciamento de patrimônio e educação financeira. Apoiada por uma forte equipe de consultores financeiros e expertise na indústria, a Raymond James se compromete a ajudar os clientes a alcançarem seus objetivos financeiros por meio de serviços personalizados.

Descrição

• Execute the Treasury Management Specialty Sales Strategy • Responsible for managing the specialty sales portfolio, generating new business and providing representation of the bank in the market • Develop new/enhanced business relationships with select clients nationally and within the Bank’s footprint • Consultative selling to targeted niches within Treasury Management is responsible for meeting individual annual sales goals • Strategizing to target and develop the deposit/treasury niches, developing and executing sales strategies to retain and fully penetrate new treasury management relationships • Educate and knowledge of products to internal partners and to existing and prospective clients • Drive visibility through industry engagement, conference participation and other activities to develop prospective client relationships and generate treasury management fee revenue and operating balances • Effectively manage operational risk and compliance associated with role

🎯 Requisitos

• Bachelor’s Degree or equivalent • Certified treasury Professional (CTP) preferred but not required • 5+ years of experience in one or a combination of the following: 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

🏖️ Benefícios

• 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) • parental leave