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Treasury Management Specialty Sales Officer

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Raymond James

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Location:
United States , Pittsburgh

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Category:

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Contract Type:
Not provided

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Salary:

130000.00 - 250000.00 USD / Year

Job Description:

The Treasury Management Specialty Sales Officer (“TMO”) will execute the Treasury Management Specialty Sales Strategy. 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 is responsible for meeting individual annual sales goals. Responsibility includes strategizing to target and develop 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.

Job Responsibility:

  • Execute the Treasury Management Specialty Sales Strategy
  • Manage the specialty sales portfolio, generating new business and providing representation of the bank in the market
  • Develop new/enhanced business relationships with select clients nationally and within the Bank’s footprint
  • Consultative selling to targeted niches within Treasury Management
  • Meet individual annual sales goals
  • Strategize to target and develop the deposit/treasury niches
  • Develop and execute sales strategies to retain and fully penetrate new treasury management relationships
  • Demonstrate mastery level proficiency in all Depository Services and Treasury Management products
  • Responsible for independent, consultative sales calling efforts focusing on treasury management opportunities primarily related to targeted industry verticals (mostly comprehensive payments and related services)
  • Consult with existing and prospective deposit centric clients, by phone and in person, to learn their business & industry trends
  • Develop individual sales prospecting regimen, plans to achieve production goals and initiating strategies that will improve efforts and subsequent results
  • Drive visibility through industry engagement, conference participation and other activities to develop prospective client relationships and generate treasury management fee revenue and operating balances
  • Provide education and knowledge of products to internal partners and to existing and prospective clients
  • Become an industry expert as it relates to targeted industries and share knowledge within the bank and among prospect/client base
  • Effectively manage operational risk and compliance associated with role

Requirements:

  • Bachelor’s Degree or equivalent
  • Certified treasury Professional (CTP) preferred but not required
  • 5+ years of experience in one or a combination of the following: sales, business development, payment centric industries sales or treasury management sales experience
  • Proven experience in complex, comprehensive payments/technological solutions and a strong understanding of related business applications and risk management protocols
  • Ability to generate calling activity and corresponding business by being a self-starter and leading opportunities independent of lending/credit.
  • Exceptional interpersonal, communication, and presentation skills
  • Exceptional planning, time management, and organization skills
  • Demonstrated analytical and problem-solving capabilities
  • Demonstrated ability to work independently and build relationships
  • Ability to work in a high-energy, fast-paced work environment and adapt quickly to changing circumstances

Nice to have:

Certified treasury Professional (CTP)

Additional Information:

Job Posted:
April 15, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

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