Treasury Management Sales Officer

🕒 May 20

🌽 Illinois – Remote

🌽 Illinois – Remote

💵 $130k - $250k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤑 Sales

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Raymond James

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1962

💸 Finance

Finance • Wealth Management • Investment Banking

Raymond James is a global financial services firm that offers a comprehensive range of investment solutions including wealth management, asset management, and investment banking services. The firm specializes in providing tailored financial planning and investment advice to individuals and institutions, with a focus on retirement planning, estate management, and financial education. Backed by a strong team of financial advisors and industry expertise, Raymond James is committed to helping clients achieve their financial goals through personalized services.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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