Treasury Management Sales Officer

treasury management sales officer (new york region) job description

the treasury management officer is the product subject matter expert driving treasury management sales and client acquisition activities for the full suite of treasury management products (deposits, liquidity, payments, receivables, card, merchant services, escrow sub‑acctg, fraud prevention, and other products as assigned).

working closely with both the front and back offices, will drive the launch and sales activities of new treasury management and payments products and services for the bank, working with the commercial banking and private banking teams, leveraging industry best practices and company programs for sales strategy and process.

this employee also works closely with supporting staff (operations, customer service, implementations, etc.) to help manage expectations to maximize client satisfaction, efficiency, and profitability for corporate clients in the region.

reporting directly to the treasury management national sales manager, this employee will primarily support the new york region.

including but not limited to:

• work with the treasury management product management team in supporting / developing the product roadmap for treasury management products and services, incorporating assessment of the competitive landscape in the region, technology plan, client needs and corporate strategic plan.
• by providing market feedback, assist in defining business requirements for new treasury management products and services, required enhancements and other incremental features and functions. Build and manage go‑to‑market and sales strategy, under the guidance and management of the treasury management national sales manager.
• manage and perform related sales functions as determined, including prospecting, prospect evaluation, and opportunity analysis, supporting all regions of the bank, but primarily focusing on the new york region. Assist with development of sales and marketing materials for treasury management products.

• a detailed knowledge of banking, treasury/cash management products and services, and the bank’s customers and prospects.
• experience selling treasury management products and services and banking/product knowledge.
• highly motivated and change agent to drive sales.
• organized and ability to support multiple areas across the bank.
• additional languages spoken: hebrew, spanish and portuguese (a plus).

the expected annual salary for this position is between $130,000 and $150,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual’s skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement.

• those with a known mental or physical disability.
• pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions.
• victims of domestic violence, sex offenses or stalking.
• employees with religious observance and practice obligations.

any employee who believes he or she needs an accommodation for any of the above reasons should contact their supervisor or a member of human resources to request such an accommodation. In each case, the bank will engage in a good faith written or oral dialogue concerning the individual’s accommodation needs; potential accommodations that may address the individual’s accommodation needs, including alternatives to a requested accommodation;

and the difficulties that such potential accommodations may pose for the employer.

the bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the bank will provide the requesting individual with a written final determination identifying any accommodation granted or…