Senior Treasury Management Sales Officer (Philadelphia, PA)

Senior Treasury Management Sales Officer

Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Senior Treasury Management Sales Officer for a direct hire opportunity with a financial services client.

Responsibilities:

• Responsible for driving income and creating sales opportunities by promoting treasury products and services.
• This role involves understanding the treasury and cash management needs of customers and ensuring that the bank meets its sales and profitability targets.
• Engage existing and potential customers through various channels, including personal visits, phone calls, virtual meetings, and written communications.
• Generate new business by leveraging referrals and conducting cold calls.
• Responsible for maintaining a book of business with larger and more complex clients.
• May also support specialized, industry specific, commercial teams.
• Prepare customized proposals tailored to client needs and follow up to ensure successful sales closures.
• Will maintain open, direct, and continuing communication with relationship managers, and other colleagues and provide necessary support to commercial segments and markets in meeting annual sales and profitability goals.
• Engage with internal teams to ensure a seamless onboarding experience for treasury services.
• Maintain awareness and diligence with risk management and regulatory requirements.
• Participate in local industry boards and committees to enhance the bank’s reputation as a trusted provider of treasury services.
• Stay informed on market trends, technology developments, economic conditions, and regulatory changes that impact treasury management.
• Maintain proficiency in CRM systems, documenting sales activities and customer insights.
• Duties will also include participating in monthly staff and sales meetings, maintaining updated prospect lists, and reviewing book of business for opportunities.

Qualifications:

• Bachelor Degree or the equivalent experience. Specialty: business or equivalent (Required).
• 5 or more years Treasury Management or Cash Management sales experience, preferably with Corporate Banking clients of $100 million or more in annual revenue (Required).
• Must be able to travel within our footprint.
• Experience with CRM systems such as Salesforce (Required).
• Certified Treasury Planner (Preferred).
• Strong understanding of treasury products, cash management, and financial markets (Required).
• Excellent communication, negotiation, and interpersonal skills (Required).
• High attention to detail and strong problem-solving skills (Required).
• Ability to analyze financial data and market trends (Required).
• Proven track record of managing customer relationships and achieving sales and profitability targets (Required).
• Ability to leverage technology including CRM systems to interact with clients effectively and efficiently (Required).
• Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines (Required).

For immediate consideration, please click “Apply” and use Job Code BHJOB11837_4236. You may also send a copy of your resume to: resumes@lewisjamesprofessional.com and enter only the following job code in the subject line: BHJOB11837_4236. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V