Treasury Management Sales Officer

Raymond James

Treasury Management Specialty Sales Officer executing sales strategy and building client relationships for bank's treasury management services. Focused on delivering comprehensive payment solutions within the market.

Posted 5/20/2026full-timeRemote • Illinois • 🇺🇸 United StatesMid-LevelSenior💰 $130,000 - $250,000 per yearWebsite

About the role

Key responsibilities & impact

Execute the Treasury Management Specialty Sales Strategy
Responsible for managing 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 is responsible for meeting individual annual sales goals
Strategizing to target and develop the deposit/treasury niches, developing and executing sales strategies to retain and fully penetrate new treasury management relationships
Educate and knowledge of products to internal partners and to existing and prospective clients
Drive visibility through industry engagement, conference participation and other activities to develop prospective client relationships and generate treasury management fee revenue and operating balances
Effectively manage operational risk and compliance associated with role

Requirements

What you’ll need

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

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

salesbusiness developmenttreasury managementpaymentsrisk managementanalytical skillsproblem-solving

Soft Skills

interpersonal skillscommunication skillspresentation skillsplanning skillstime managementorganization skillsself-starterrelationship buildingadaptability

Certifications

Bachelor’s DegreeCertified Treasury Professional (CTP)