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    Treasury Management Sales Officer - Pittsburgh, United States - Raymond James

    Raymond James
    Raymond James Pittsburgh, United States

    3 weeks ago

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    Description
    Job Summary


    The Treasury Management Sales Officer is an experienced sales consultant / officer position responsible for the development of TM business for a deposit centric prospecting base, geographic area or market segment.

    This position partners with relationship managers and regional presidents in a consultative selling role and is responsible for meeting annual sales goals and sales activity targets by developing and executing a strategy to retain and fully penetrate new treasury management relationships.

    Essential Duties and Responsibilities


    • 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.

    Knowledge, Skills, and Abilities

    Knowledge of


    • Experience exceeding established sales and customer satisfaction goals
    • Experience in business development or sales of treasury management products and services to deposit centric companies
    • Strong knowledge of treasury management product and services
    Skill in


    • Strong negotiation and influence skills.
    • Excellent verbal, written, and interpersonal communication skills
    • Strong presentation skills
    Educational/Previous Experience Requirements

    Education/Previous Experience


    • 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
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