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Webster Bank · 1 day ago

Treasury Management Sales Officer

Jericho, NY

Full-time

Onsite

Senior Level

$120K/yr - $130K/yr

5+ years exp

Webster Bank is a leading commercial bank focused on serving clients and supporting communities. As a Treasury Management Sales Officer, you will generate new business and grow revenue from existing clients, working closely with Relationship Managers to offer 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

Has the ability to use various PC and Internet-based systems to manage assigned business portfolio

Qualification

Treasury Management SalesSales Strategy ExecutionClient Relationship ManagementFinancial Services SalesAnalytical SkillsOperational IntegrityNegotiation SkillsPresentation SkillsCommunication SkillsTeam Collaboration

Required

H.S. Diploma or General Education Degree (GED) required

5+ years of experience in Treasury Management Sales

7+ years of sales experience in financial services

Demonstrate excellent/strong sales, negotiation, presentation, and communication skills

Preferred

Candidates with advanced degrees (Associates, Bachelor's, and/or Master's) preferred

Candidates with some combination of coursework and experience, or else extensive related professional experience, are eligible for consideration preferred