Treasury Management Sales Officer
WFA Digital Insight
As the remote job market continues to grow, demand for skilled professionals in treasury management has increased by 25% in the past year. With the rise of digital payments, companies like Raymond James are seeking experts who can navigate complex financial systems and develop sales strategies. In this role, you'll have the opportunity to work with a leading financial services firm and develop your skills in a fast-paced environment. To succeed, you'll need a strong understanding of treasury management products and a proven track record in sales. Before applying, consider your experience in managing operational risk and compliance, as well as your ability to work independently and build relationships.
Job Description
About the Role
The Treasury Management Sales Officer role is a key position at Raymond James, responsible for executing the company's treasury management sales strategy. As a sales officer, you will be working closely with clients to understand their business needs and develop tailored solutions to meet those needs. You will be part of a dynamic team that is passionate about delivering exceptional service and driving business growth.The role entails managing a specialty sales portfolio, generating new business, and providing representation of the bank in the market. You will be responsible for developing new and enhanced business relationships with select clients nationally and within the bank's footprint. This position requires a high level of consultative selling skills, as well as the ability to strategize and target specific deposit and treasury niches.
The team you will be working with is dedicated to delivering exceptional results and is passionate about staying up-to-date with the latest industry trends and developments. As a sales officer, you will have the opportunity to work closely with colleagues from various departments, including sales, marketing, and product development.
What You Will Do
- Develop and execute sales strategies to retain and fully penetrate new treasury management relationships
- Demonstrate mastery level proficiency in all Depository Services and Treasury Management products
- Focus on independent, consultative sales calling efforts, primarily related to targeted industry verticals
- Consult with existing and prospective deposit-centric clients to learn their business and industry trends
- Develop individual sales prospecting regimens and plans to achieve production goals
- Initiate strategies to improve efforts and subsequent results
- Drive visibility through industry engagement, conference participation, and other activities
- Provide 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 manage operational risk and compliance associated with the role
What We Are Looking For
- Bachelor's degree or equivalent in a relevant field, such as business administration or marketing
- Certified Treasury Professional (CTP) preferred but not required
- 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 independently
- 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
Nice to Have
- Experience working in a fast-paced environment and adapting quickly to changing circumstances
- Knowledge of industry trends and developments in treasury management and digital payments
- Strong understanding of financial regulations and compliance requirements
- Proficiency in sales and marketing software, such as CRM systems
Benefits and Perks
- Competitive salary and bonus structure
- Comprehensive benefits package, including medical, dental, and vision insurance
- Life insurance, critical illness insurance, and accident insurance
- Disability benefits and retirement savings plans
- Paid time off, including vacation, holidays, and sick leave
- Parental leave and flexible work arrangements
- Opportunities for professional development and career growth
- Remote work stipend and equipment allowance
How to Stand Out
- Develop a strong understanding of treasury management products and services, including digital payments and financial regulations.
- Build a professional network of contacts in the industry, including potential clients and partners.
- Create a tailored resume and cover letter that highlights your sales experience and treasury management expertise.
- Prepare for interviews by researching the company and practicing your responses to common sales and treasury management questions.
- Consider obtaining a Certified Treasury Professional (CTP) designation to demonstrate your expertise and commitment to the field.
- Be prepared to discuss your experience with sales strategy and business development, as well as your ability to work independently and build relationships.
- Research the company's culture and values to ensure you are a good fit for the role and the organization.
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