Treasury Management Sales Officer

Job Description Summary

Summary of the Position:

The Treasury Management Specialty Sales Officer (“TMO”) will execute the Treasury Management Specialty Sales Strategy, with a specific focus on providing tailored services to Single and Multi-Family Offices. The TMO is responsible for managing the specialty sales portfolio, generating new business and providing representation of the bank in the market. The TMO is responsible for developing new/enhanced business relationships with select clients nationally and within the Bank’s footprint. This position requires consultative selling to targeted niches within Treasury Management, which is responsible for meeting individual annual sales goals. Responsibility includes strategizing target and developing the deposit/treasury niches, developing and executing sales strategies to retain and fully penetrate new treasury management relationships. This position reports directly to the Head of Treasury Management Sales and Strategy.

Primary Functions of the Position:

• Sales Support
  • Develops sales plans for territory and key customer accounts and deposit centric targets
  • Increased autonomy in managing assigned territory, requiring minimal assistance from management
  • Actively shares knowledge and market experience with peers, less experienced team members, and is a participant in TM initiatives.
  • Recognizes and supports our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company
• Product Marketing
  • Oversees all Marketing collateral as it relates to depository and Treasury Management products;
  • Performs periodic Marketing / Sales campaigns;
  • Provides education and knowledge of products to internal partners and to existing and prospective clients.

Education and Experience Requirements:

• Bachelor’s Degree required
• 7+ years of experience in one or a combination of the following: sales, business development, or treasury management
• 7+ years of business-to-business sales experience or treasury management sales experience with deposit centric industries

Essential Skills and Abilities:

• Strong negotiation and influence skills.
• Experience exceeding established sales and customer satisfaction goals
• Excellent verbal, written, and interpersonal communication skills
• Strong presentation skills
• Experience in business development or sales of treasury management products and services to deposit centric companies
• Strong knowledge of treasury management product and services

Travel

Workstyle

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.  Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. 
We expect our associates at all levels to:
•  Grow professionally and inspire others to do the same
•  Work with and through others to achieve desired outcomes
•  Make prompt, pragmatic choices and act with the client in mind
•  Take ownership and hold themselves and others accountable for delivering results that matter
•  Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.