Webster Bank · 7 hours ago
Treasury Management Sales Officer
Providence, RI
Full-time
Hybrid
Senior Level
$100K/yr - $125K/yr
5+ years expWebster Bank is a leading commercial bank focused on helping individuals, families, and businesses achieve their financial goals. The Treasury Management Sales Officer will generate new business and grow revenue from existing clients, collaborating closely with Relationship Managers and ensuring alignment of strategies for Treasury Services products.
Banking
Responsibilities
Work in partnership with Relationship Managers to generate fee revenue, by delivering value added TM solutions to prospective and existing clients. Analyze clients cash flow and business operations, identify appropriate services, develop, and present sales proposals based on analysis
Effectively manage individual sales activities & pipeline to ensure execution against segments sales strategy. Generate monthly activity reports to track and forecast sales and revenue growth throughout segment
Perform timely follow-up on newly implemented treasury management services to ensure overall client satisfaction. Assist in coordinating the resolution of operational issues reported by clients in a timely manner. Responsible for reviewing monthly Account Analysis Statements to ensure newly implemented services are active and being properly charged
Maintain up-to-date knowledge of competitor’s products and pricing within our targeted segment, as well as an awareness of industry trends and new developments in the field of treasury management
Coach and develop partners within the segment on new Treasury Management products and services. Partner with product, marketing, and data intelligence to deliver tools necessary to offer competitive Treasury Management Solutions within targeted segment
Ensure & uphold operational integrity amongst team by complying with all regulations, policies, and procedures
Qualification
Required
At least 5+ years of experience in Treasury Management Sales
7+ years of sales experience in financial services
Extensive knowledge and understanding of Treasury Management products, pricing philosophy, and industry/market expertise
Excellent/strong sales, negotiation, presentation, and communication skills
High School diploma or GED is required
Ability to use various PC and Internet-based systems to manage assigned business portfolio
Ability to work on a hybrid schedule
Preferred
Candidates with advanced degrees (Associates, Bachelor's, and/or Master's) preferred
Benefits
Incentive compensation
Company
Webster Bank
Webster is a commercial bank that provides financial services to corporations, individuals, families, and partners.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$653MKey Investors
Greystone
2025-09-11Post Ipo Debt· $350M
2024-12-02Post Ipo Debt· $303M
2002-10-17IPO
Leadership Team
Neal Holland
Chief Financial Officer
D
Daniel Gioia
Sr. Managing Director
Recent News
Providence Business News
2026-01-16
Hartford Business Journal
2025-11-06
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