Treasury Management Sales Officer

Treasury Management III

The Treasury Management Officer serves as a consultant with expertise in treasury management products, services, and processes. The successful candidate will leverage their knowledge to provide customized solutions and best practices to clients and prospects.

This role focuses on driving revenue growth through partnerships with Commercial Relationship Officers and Branch Managers, expanding and deepening relationships with clients using treasury management products and services. The Treasury Management Officer will provide client consultations and presentations, identify cross-sell opportunities, and ensure exceptional service delivery.

In this position, you will:

• Develop Sales Strategies: Create and implement Treasury Management sales strategies to grow and deepen our diverse client segments, including Business Banking, Middle Market, Commercial Healthcare, Commercial Real Estate, Government, and Not-for-Profits.
• Cross-Sell Solutions: Proactively identify Treasury Management prospects within the existing client base to uncover cross-sell opportunities.
• Be a Trusted Advisor: Provide tailored solutions to enhance clients’ operating effectiveness and optimize their banking experiences.
• Collaborate Effectively: Educate Relationship Officers and Branches on the Treasury Management needs of clients and prospects to foster a collaborative approach.
• Enhance Products: 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 industry 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 their operating efficiencies and ensure their account analysis statements have accurate and competitive pricing.
• Resolve Problems: Coordinate the timely resolution of operational issues reported by clients with support from TM Analyst and Associate colleagues.
• Manage Pipeline: Maintain an up-to-date sales pipeline to enable accurate tracking of sales and revenue growth by client and segment.
• Drive Results: Achieve measurable portfolio growth in Treasury Management revenue, deposits, and overall profitability optimization.

To be considered, you will need:

• Bachelor’s Degree with 7-10 years of experience in the banking industry.
• Minimum of 5 years in Treasury Management sales experience
• Certified Treasury Professional (CTP) designation preferred.
• Comprehensive knowledge of Treasury Management products, services, and solutions.
• Proven strategic and consultative sales experience.
• Demonstrated success in the sale and refinement of Treasury Management products.
• 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 internally and externally.
• Proficiency in Salesforce and Microsoft Office Suite tools to track sales, manage client relationships, and ensure operational efficiency.

Salary Range Information

Our base salary for this position located in New York generally ranges between $125,000.00 and $150,000.00 annually, depending on business need and on your qualifications and experience. Base salary does not include incentive compensation, commission, or any other type of remuneration or benefits.