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Raymond James · 1 day ago

Treasury Management Specialty Sales Officer

Lancaster Metro

Full-time

Onsite

Senior Level

5+ years exp

Raymond James is a financial services firm, and they are seeking a Treasury Management Specialty Sales Officer to execute their Treasury Management Specialty Sales Strategy. The role involves managing a specialty sales portfolio, generating new business, and developing relationships with clients in the treasury management sector.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

Responsibilities

Demonstrates mastery level proficiency in all Depository Services and Treasury Management products

Responsible for independent, consultative sales calling efforts focusing on treasury management opportunities primarily related to targeted industry verticals (mostly comprehensive payments and related services)

Consults with existing and prospective deposit centric clients, by phone and in person, to learn their business & industry trends

Develops individual sales prospecting regimen, plans to achieve production goals and initiating strategies that will improve efforts and subsequent results

Drives visibility through industry engagement, conference participation and other activities to develop prospective client relationships and generate treasury management fee revenue and operating balances

Provides education and knowledge of products to internal partners and to existing and prospective clients

Become an industry expert as it relates to targeted industries and share knowledge within the bank and among prospect/client base

Effectively manages operational risk and compliance associated with role

Qualification

Treasury ManagementSales Strategy DevelopmentConsultative SellingCertified Treasury ProfessionalPayments SolutionsAnalytical SkillsInterpersonal SkillsCommunication SkillsPresentation SkillsProblem-Solving SkillsTime ManagementOrganizational Skills

Required

Bachelor's Degree or equivalent

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