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Treasury Management Sales Officer

Treasury Management Sales Officer

Webster Bank groupMA, United States
1 day ago
Job type
  • Full-time
Job description

and how to change your settings.Treasury Management Sales Officer page is loaded## Treasury Management Sales Officerlocations : RI Providencetime type : Full timeposted on : Posted Yesterdayjob requisition id : R25\_0000001577If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster’s values, these set us apart as a bank and as an employer.Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!The Treasury Management Sales Officer will focus primarily on generating new business from prospective business banking clients within the assigned Region (Massachusetts, Rhode Island), in addition to growing the revenue base from existing clients in Webster Bank’s Business Banking Portfolio. This role will work closely with Relationship Managers and TM Team Leader, to ensure proper alignment of strategies and credit capacity for all Treasury Services products. The responsibilities of the role include the following :

  • Work in partnership with Relationship Managers to generate fee revenue, by delivering value added TM solutions to prospective and existing clients. Analyze clients cash flow and business operations, identify appropriate services, develop, and present sales proposals based on analysis.
  • Effectively manage individual sales activities & pipeline to ensure execution against segments sales strategy. Generate monthly activity reports to track and forecast sales and revenue growth throughout segment.
  • Perform timely follow-up on newly implemented treasury management services to ensure overall client satisfaction. Assist in coordinating the resolution of operational issues reported by clients in a timely manner. Responsible for reviewing monthly Account Analysis Statements to ensure newly implemented services are active and being properly charged.
  • Maintain up-to-date knowledge of competitor’s products and pricing within our targeted segment, as well as an awareness of industry trends and new developments in the field of treasury management.
  • Coach and develop partners within the segment on new Treasury Management products and services. Partner with product, marketing, and data intelligence to deliver tools necessary to offer competitive Treasury Management Solutions within targeted segment.
  • Ensure & uphold operational integrity amongst team by complying with all regulations, policies, and procedures. Key skills / experience qualifications for the role :
  • For this position, you must have at least 5+ years of experience in Treasury Management Sales; 7+ years of sales experience in financial services.
  • Possess extensive knowledge and understanding of Treasury Management products, pricing philosophy, and industry / market expertise.
  • Demonstrate excellent / strong sales, negotiation, presentation, and communication skills.
  • Candidates with advanced degrees (Associates, Bachelor’s, and / or Master’s) preferred, yet a High School diploma or GED is required. Candidates with some combination of coursework and experience, or else extensive related professional experience, are eligible for consideration
  • Has the ability to use various PC and Internet-based systems to manage assigned business portfolio.
  • Ability to work on a hybrid schedule.
  • The estimated salary range for this position is $100,000.00 to $125,000.00 USD annually. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.
  • #LI-JG1
  • Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and / or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.

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Treasury Management Sales Officer • MA, United States

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