Treasury Management Sales Officer
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Job Location:
Miami Lakes, FL - USA
Monthly Salary:
Not Disclosed
Posted on:
20 hours ago
Vacancies:
1 Vacancy
Job Summary
Treasury Management SF
The Treasury Management Sales Officer serves as a consultant leveraging theirknowledge to provide customized solutions and best practices to clients and prospects.
This role focuses on driving revenue growth through partnerships with CommercialRelationship Officers expanding and deepening relationships with clients usingtreasury management solutions. The Treasury Management Officer will provide clientconsultations and presentations identify cross-sell opportunities and ensureexceptional service delivery.
In this position you will:
- Develop Sales Strategies: Create and implement Treasury Management sales strategies to grow anddeepen client segments including Business Banking Middle Market Associate Banking Commercial Real Estate Government and Not-for-Profits.
- Cross-Sell Solutions:Proactively identify Treasury Management prospects within the existing client portfolioto uncover cross-sell opportunities.
- Be a Trusted Advisor: Provide tailored solutions to enhance clients operating effectiveness and optimizetheir banking experience.
- Collaborate Effectively:Educate Relationship Officers and Branches on the Treasury Management needs ofclients and prospects to foster a collaborative approach.
- Enhance Solutions: Offer insights to Product Management to refine and expand Treasury Managementsolutions ensuring Popular Bank maintains a competitive edge.
- Stay Informed: Monitor industry trends via conferences competitor offerings and pricing to informmarketing strategies sales objectives and bank competitiveness.
- Manage and Review Client Relationships: Conduct regular reviews of client treasury managementrelationships for operating efficiencies and ensure account analysis statements reflect accurate andcompetitive pricing.
- Proposal & Sales Materials Support: Assist in developing proposals pro formas and supporting sales and marketing materials used in the cash management sales process.
- Problem Resolution: Coordinate timely resolution of operational issues reported by clients with supportfrom Treasury Management Analyst and Associate colleagues.
- Manage Pipeline: Maintain an up-to-date sales pipeline to enable accurate tracking of sales and revenuegrowth.
- Drive Results:Achieve measurable portfolio growth in Treasury Management revenue deposits and overallprofitability optimization.
To be considered you will need:
- Bachelors degree preferred; candidates should bring 57 years of banking experience.
- Minimum of 5 years of Treasury Management sales experience
- Certified Treasury Professional (CTP) designation preferred.
- Comprehensive knowledge of Treasury Management products.
- Proven strategic and consultative sales experience.
- Demonstrated success in the sale of Treasury Management solutions.
- Excellent organizational and analytical skills with attention to detail.
- Strong problem-solving negotiation and follow-up abilities.
- Strong oral and written communication skills.
- Ability to build and maintain productive relationships both internally and externally.
- Proficiency in Salesforce and Microsoft Office Suite tool
Important: The candidate must provide evidence of academic preparation or courses related to the job posting if necessary.
Our hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs.
Applicants must be authorized to work for any employer in the United States. This position is not open to applicants who need visa sponsorship or transfer of visa sponsorship at this time.
ABOUT US
Popular is Puerto Ricos leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers with presence in the United States the Caribbean and Latin America.
As employees we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate reach for the right solutions and strongly support the communities we serve; therefore we value their diverse skills experiences and backgrounds.
We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities including during emergency situations and/or natural disasters. Populars employees are considered essential workers whose role is critical in the continuity of these important services even under such circumstances. By applying to this position you acknowledge that Popular may require your services during and immediately after any such events.
If you have a disability or need more information about requesting an accommodation please contact us at . This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.
Are you ready for a rewarding career
Popular is an Equal Opportunity Employer including Disability/Vets
Popular is a Drug Free Workplace
Learn more about us at and keep updated with our latest job postings at .
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Required Experience:
Unclear Seniority
Key Skills
- Databases
- Inventory Control
- Law Enforcement
- Warehouse Experience
- Computer Literacy
- Business requirements
- Sharepoint
- Training & Development
- Property Management
- Public Speaking
- Supervising Experience
- Stocking
About Company
Popular te ofrece la red más extensa de sucursales y cajeros automáticos en Puerto Rico. Conoce nuestros productos y servicios para individuos y negocios.
