Customers Bank · 6 days ago
Treasury Management Sales Officer
New York, NY
Full-time
Onsite
Senior Level
$140K/yr - $180K/yr
5+ years expCustomers Bank is a super-community bank focused on delivering exceptional customer experiences. The Treasury Management Sales Officer is responsible for selling and supporting treasury management products and services to commercial clients while building strong relationships and achieving financial goals.
BankingCommercialFinancial ServicesVenture Capital
No H1B
Responsibilities
Analyze client needs and recommend appropriate treasury management solutions
Develop and deliver sales presentations to potential and existing clients
Assist in the design and implementation of treasury management solutions
Manage and maintain a portfolio of treasury management clients
Meet periodically with targeted clients to ensure proper servicing of accounts and expand existing business deposit and Treasury Management relationships
Identify and pursue new business opportunities for treasury management products and service
Work independently, with minimal supervision, and in partnership with market bankers to develop new profitable business from prospective business clients; develop and execute strategic account plans
Build and maintain strong relationships with clients
Provide excellent customer service and support to ensure client satisfaction and retention
Educate and advise bankers on new TM product development initiatives
Address client inquiries and resolve issues in a timely and effective manner
Partner with internal stakeholders when representing the client perspective in the development/evolution of products and solutions
Collaborate with internal teams (e.g., product development, operations) to ensure seamless client onboarding and service delivery
Possess a strong understanding of treasury management products, services, and industry trends
Stay current on competitor offerings and provide market and competitor feedback to the Head of Treasury Management and Product
Stay up-to-date on regulatory changes and best practices in treasury management
Participate in industry events and networking opportunities
Contribute to the development of sales strategies and tactics
May be involved in cross-selling other bank products and services
Qualification
Required
Bachelor's degree or equivalent combination of training and experience
Strong writing and speaking skills
At least 5 years of financial services experience
At least 5 years of treasury management sales experience
Advanced knowledge and understanding of Treasury Management Services and deposit products
Ability to work with the Microsoft Suite and learn/work with other Customers Bank's applications
Must be legally eligible to work in the United States without sponsorship, now or in the future, to be considered
Preferred
Certified Treasury Professional (CTP) or equivalent desired
Company
Customers Bank
Customers Bank offers commercial, consumer, and specialty banking services.
Founded in 1997Washington, District of Columbia, USA
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$357.95M2025-09-03Post Ipo Equity· $150M
2019-12-10Post Ipo Debt· $74.75M
2014-12-30IPO
Leadership Team
Philip Watkins
Chief Financial Officer
Robert Fischer
Senior Vice President, Regional Chief Lending Officer
Recent News
Morningstar.com
2026-01-18
Company data provided by crunchbase