Treasury Management Sales Officer

Raymond James

Treasury Management Sales Officer executing sales strategy and developing client relationships. Responsible for managing specialty sales portfolio and achieving business development goals at Raymond James.

Posted 4/30/2026full-timeRemote • Illinois • 🇺🇸 United StatesMid-LevelSenior💰 $130,000 - $250,000 per yearWebsite

About the role

Key responsibilities & impact

Strives to achieve assigned business development goals through effective management of subordinate team
Responsible for managing the specialty sales portfolio, generating new business and providing representation of the bank in the market
Consultative selling to targeted niches within Treasury Management
Develops new/enhanced business relationships with select clients nationally and within the Bank’s footprint
Drives visibility through industry engagement, conference participation and other activities to develop prospective client relationships

Requirements

What you’ll need

Bachelor’s Degree or equivalent
Certified treasury Professional (CTP) preferred but not required
5+ years of experience in 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, risk management protocols
Ability to generate calling activity and corresponding business by being a self-starter and leading opportunities independent of lending/credit.

Benefits

Comp & perks

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)
Parental leave

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

business developmentsalesconsultative sellingpayments solutionsrisk managementclient relationship managementbusiness applications

Soft Skills

team managementself-starterleadershipcommunication

Certifications

Bachelor’s DegreeCertified Treasury Professional (CTP)