Popular Bank · 17 hours ago
Treasury Management Sales Officer
Miami Lakes, FL
Full-time
Hybrid
Senior Level
5+ years expPopular Bank is a leading financial institution in Puerto Rico, and they are seeking a Treasury Management Sales Officer to drive revenue growth through partnerships and enhance client relationships. The role involves developing sales strategies, providing tailored solutions, and managing client treasury management relationships to optimize their banking experience.
BankingFinancial ServicesLending
No H1B
Responsibilities
Develop Sales Strategies: Create and implement Treasury Management sales strategies to grow and deepen client segments including Business Banking, Middle Market, Associate Banking, Commercial Real Estate, Government, and Not-for-Profits
Cross-Sell Solutions: Proactively identify Treasury Management prospects within the existing client portfolio to uncover cross-sell opportunities
Be a Trusted Advisor: Provide tailored solutions to enhance clients’ operating effectiveness and optimize their banking experience
Collaborate Effectively: Educate Relationship Officers and Branches on the Treasury Management needs of clients and prospects to foster a collaborative approach
Enhance Solutions: Offer insights to Product Management to refine and expand Treasury Management solutions, ensuring Popular Bank maintains a competitive edge
Stay Informed: Monitor industry trends via conferences, competitor offerings, and pricing to inform marketing strategies, sales objectives, and bank competitiveness
Manage and Review Client Relationships: Conduct regular reviews of client treasury management relationships for operating efficiencies and ensure account analysis statements reflect accurate and competitive pricing
Proposal & Sales Materials Support: Assist in developing proposals, pro formas, and supporting sales and marketing materials used in the cash management sales process
Problem Resolution: Coordinate timely resolution of operational issues reported by clients with support from Treasury Management Analyst and Associate colleagues
Manage Pipeline: Maintain an up-to-date sales pipeline to enable accurate tracking of sales and revenue growth
Drive Results: Achieve measurable portfolio growth in Treasury Management revenue, deposits, and overall profitability optimization
Qualification
Required
Bachelor's degree preferred; candidates should bring 5–7 years of banking experience
Minimum of 5 years of Treasury Management sales experience
Comprehensive knowledge of Treasury Management products
Proven strategic and consultative sales experience
Demonstrated success in the sale of Treasury Management solutions
Excellent organizational and analytical skills with attention to detail
Strong problem-solving, negotiation, and follow-up abilities
Strong oral and written communication skills
Ability to build and maintain productive relationships both internally and externally
Proficiency in Salesforce and Microsoft Office Suite tool
Preferred
Certified Treasury Professional (CTP) designation preferred
Company
Popular Bank
Popular Bank provides mortgage, cash management, credit cards, loans, investments, financial, and banking services.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Yanetsy Iturralde Compain, MSHRM
Our People Strategic Partner, VP - South Florida Region
Meenakshi Thanikachalam
Executive Head of Data & Analytics (Chief Data & Analytics Officer)
Recent News
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