Senior Treasury Management Sales Officer
NBT BankPlattsburgh, NY, US2 days ago
Job type
- Full-time
- Part-time
Job descriptionDemonstrated expertise in Treasury Management products and related business, financial and risk management processes. Strong negotiating skills Analytical, zooms in and out as needed Willingness to guide and develop subordinates Intense commitment to quality and customer excellence. Outstanding presentation skills for effective communication to business customers. Demonstrated ability to independently manage time and multiple projects effectively. Self-motivated Proficiency with Microsoft Office and presentation software. Excellent written and verbal communication skills. 50% Sales - Structures and sells new treasury management solutions to major and complex business customers. Leads all elements of the sales cycle. Develops independent channels to prospect new Treasury Management clients and manage prospect pipeline. Cultivates and calls on large and major prospective customers independently to develop new Treasury Management relationships. Evaluates recommended pricing, recommends alternatives and pricing exceptions for to optimize profitability. Anticipates and tailors proposals to win business, and provides strong rationale for business recommendations. Prepares and delivers customized, comprehensive proposals to major and complex business customers and prospects to drive growth. The Senior TMSO supervises and oversees TM analyst(s) as a member of his / her sales team, including influence over HR performance ratings and responsibility for the analyst's development plans. The Senior TMSO trains and grooms TM Analysts while delivering superior customer experience. 25% Market Leadership - Consults with customers as a trusted advisor regarding payments optimization and liquidity. Identifies customer banking needs and proactively refers leads and cross-sell opportunities outside of TM. Leads and advises customers on new trends and innovation, new products, and technology enhancements. Public speaker role for NBT in webinars and customer events. Develops and delivers industry presentations to local professional organizations, focusing on treasury management solutions and industry best practices to further support the Bank's sales efforts. 15% Sales Effectiveness - Collaborates with business partners and leads the onboarding of major and complex client relationships to ensure optimal customer experiences. Proactively recommends enhancements to management about third party vendors, systems design, client service delivery, website competitiveness and other bank to enhance sales, customer experience and adoption. Seeks and develops ongoing industry knowledge and expertise on competitive landscape, new payments technologies, and regulatory environment to ensure competitive proposals. Maintains strong referral network for outside-in awareness. 5% Projects - Proactively leads continuous improvement across the bank's TM delivery processes. Anticipates market needs to lead planning and development strategies. Analyzes & pursues markets, sectors, geographies or other groups to identify new treasury management opportunities. Recommends process efficiencies to management, conducts portfolio reviews, facilitates product and pricing actions and other work as needed. Communicate effectively with internal and / or external customers Stationary 75% of time or greater Move Objects to Maximum 10 lbs At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community because your success drives our success. Wellbeing : At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally. Community Involvement : NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace. Culture : NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. Career Development : Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential. Total Rewards : NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives ensuring you feel valued every step of the way. Business Stability : NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan. Generous Paid Time Off : At least 22 days annually, prorated in the year of hire. Parental Leave : Six weeks of paid leave at 100% of your salary. Comprehensive Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage : Ensuring your overall health and well-being. Flexible Spending Accounts : For healthcare and dependent care expenses. Employer-Paid Disability Coverage : Both short-term and long-term, with an option to purchase additional long-term coverage. Life Insurance : Employer-paid basic life insurance, with an option to purchase supplemental coverage. Voluntary Benefits : Including hospital, accident, and critical illness coverage. Retirement Plans : Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. Adoption Assistance : Supporting your growing family. Tuition Reimbursement : Invest in your education and career growth. Employee Assistance Program (EAP) : Access to support and resources. Financial and Banking Services : Various benefits and financial planning assistance. Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants. Generous Parental Leave : Six weeks of paid leave at 100% of your salary. Retirement Plans : Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future. Paid Sick and Safe Leave : For your health and safety. Employee Assistance Program (EAP) : Access to support and resources. Financial and Banking Services : Various benefits and financial planning assistance.
Senior Treasury Management Sales Officer
The Senior Treasury Management Sales Officer manages a regional business customer portfolio and is responsible for customized depository and treasury management solutions provided to major and complex business customers. The Senior TMSO is responsible for leading growth in fee income and deposits. This position serves as a trusted advisor for complex business customers and provides education to customers and colleagues on products, pricing and operations. The TMSO role will solidify customer retention by providing a superior customer experience in accordance with NBT Bank's Mission, Vision and Values. The Senior TMSO supervises and oversees TM analysts as a member of his / her sales team, including influence over HR performance ratings and responsibility for the analyst's development plans.
Education and Experience :
- Bachelor's degree and / or equivalent experience
- Seven years TM sales or relevant TM experience
- Certified Treasury Manager (CTP) preferred but not required.
Skills and Abilities :
Travel Required : Tasks Performed :
Physical Requirements :
Why Work at NBT :
Benefits for Full-Time Employees :
Benefits for Part-Time Employees Working 20+ Hours / Week :
Benefits for All Part-Time Employees :
Create a job alert for this search
Treasury Management Officer • Plattsburgh, NY, US
Related jobs
AlliedTravelCareers is working with MedPro Healthcare Staffing to find a qualified Certified Occupational Therapist Assistant (COTA) in Elizabethtown, New York, 12932!.
Joint Commission-certified st...Show moreLast updated: 4 days ago AlliedTravelCareers is working with Fusion Medical Staffing to find a qualified Certified Occupational Therapist Assistant (COTA) in Elizabethtown, New York, 12932!.
Travel Certified Occupational Th...Show moreLast updated: 4 days ago 
They devote their time getting to know their customers and building lasting relationships by providing trusted advice.Are you outgoing? Do you get satisfaction out of helping others and offering so...Show moreLast updated: less than 1 hour ago
Fusion Medical Staffing is seeking an experienced Occupational Therapy Assistant - Certified for an exciting Travel Allied job in Elizabethtown, NY.
Shift : Inquire Start Date : 10 / 06 / 2025 Duration : 1...Show moreLast updated: 4 days ago AlliedTravelCareers is working with Triage Staffing LLC to find a qualified Certified Occupational Therapist Assistant (COTA) in Elizabethtown, New York, 12932!.
Travel Rehab : Occupational Therapy E...Show moreLast updated: 4 days ago 
Senior Treasury Management Sales Officer.The Senior Treasury Management Sales Officer manages a regional business customer portfolio and is responsible for customized depository and treasury manage...Show moreLast updated: 12 hours ago
Uniti Med is seeking an experienced Occupational Therapy Assistant - Certified for an exciting Travel Allied job in Elizabethtown, NY.
Shift : Inquire Start Date : ASAP Duration : 14 weeks Pay : $1300 / ...Show moreLast updated: 4 days ago
Join Opinion Edge today and get paid for your insights! Take short surveys on the topics that matter to you and earn rewards for every completed survey.
Sign up now and start turning your voice into...Show moreLast updated: 3 days ago
This role requires the ability to work lawfully in the U.Do you have a passion for connecting with people and driving sales? As a.
Spectrum, you'll be the face of our company, promoting and sell...Show moreLast updated: 8 days ago AlliedTravelCareers is working with LRS Healthcare to find a qualified Occupational Therapist (OT) in Elizabethtown, New York, 12932!.
Ready to start your next travel adventure? LRS Healthcare offer...Show moreLast updated: 4 days ago AlliedTravelCareers is working with Marvel Medical Staffing to find a qualified Certified Occupational Therapist Assistant (COTA) in Elizabethtown, New York, 12932!.
Specialty : Certified Occupationa...Show moreLast updated: 4 days ago 
This role requires the ability to work lawfully in the U.Do you have a passion for connecting with people and driving sales? As a.
Spectrum, you'll be the face of our company, promoting and selling ...Show moreLast updated: 30+ days ago This role requires the ability to work lawfully in the U.Do you have a passion for connecting with people and driving sales? As a.
Spectrum, you'll be the face of our company, promoting and sell...Show moreLast updated: 30+ days ago This role requires the ability to work lawfully in the U.Do you have a passion for connecting with people and driving sales? As a.
Spectrum, you'll be the face of our company, promoting and sell...Show moreLast updated: 18 days ago 
ALOIS Healthcare is seeking a travel Outpatient Occupational Therapist for a travel job in Elizabethtown, New York.Job Description & Requirements.
Occupational therapists evaluate and treat peop...Show moreLast updated: 3 days ago
MedPro Healthcare Allied Staffing is seeking a travel Certified Occupational Therapy Assistant for a travel job in Elizabethtown, New York.
Job Description & Requirements.Certified Occupational Ther...Show moreLast updated: 4 days ago
Uniti Med is seeking a travel Certified Occupational Therapy Assistant for a travel job in Elizabethtown, New York.Job Description & Requirements.
Certified Occupational Therapy Assistant.Uniti ...Show moreLast updated: 3 days ago Starting Salary : $19 / hour and up.YOU make a real difference for our customers and the branch team.Youll greet our customers in our lobbies.
Youre comfortable enough with technology to demonstrate ...Show moreLast updated: less than 1 hour ago This role requires the ability to work lawfully in the U.Do you have a passion for connecting with people and driving sales? As a.
Spectrum, you'll be the face of our company, promoting and selling ...Show moreLast updated: 30+ days ago 
Cash Management Services Teller,.Conduct deposit verification and / or change order preparation using specialized counting equipment and procedures.
Separate currency, coin, and / or check deposits rece...Show moreLast updated: 3 days ago
- Promoted
Travel Certified Occupational Therapist Assistant (COTA) - $1,234 per week in Elizabethtown, NY
AlliedTravelCareersElizabethtown, NY, USFull-time
- Promoted
Travel Certified Occupational Therapist Assistant (COTA) - $980 to $1,181 per week in Elizabethtown, NY
AlliedTravelCareersElizabethtown, NY, USFull-time
- Promoted
- New!
Citizens Banker
CitizensWilliston, VT, United StatesFull-time
- Promoted
Travel Occupational Therapy Assistant - Certified - $1181 / Week
Fusion Medical StaffingElizabethtown, NY, USFull-time
- Promoted
Travel Certified Occupational Therapist Assistant (COTA) - $1,370 per week in Elizabethtown, NY
AlliedTravelCareersElizabethtown, NY, USFull-time
- Promoted
- New!
Senior Treasury Management Sales Officer
USA JobsPlattsburgh, NY, USFull-time +1
- Promoted
Travel Occupational Therapy Assistant - Certified - $1300 / Week
Uniti MedElizabethtown, NY, USFull-time
- Promoted
Share Your Opinions. Earn Rewards.
Opinion EdgePlattsburgh, NY, United StatesFull-time
- Promoted
Retail Sales Specialist
SPECTRUMPlattsburgh, NY, USFull-time
- Promoted
Travel Occupational Therapist (OT) - $1,170 to $1,298 per week in Elizabethtown, NY
AlliedTravelCareersElizabethtown, NY, USFull-time
- Promoted
Travel Certified Occupational Therapist Assistant (COTA) in Elizabethtown, NY
AlliedTravelCareersElizabethtown, NY, USFull-time
- Promoted
Retail Sales Consultant
SPECTRUMPlattsburgh, NY, United StatesFull-time
- Promoted
Retail Sales Consultant - Spectrum
SPECTRUMPlattsburgh, NY, USFull-time
- Promoted
Retail Sales Representative - Spectrum
SPECTRUMPlattsburgh, NY, USFull-time
- Promoted
Travel Outpatient Occupational Therapist
ALOIS HealthcareElizabethtown, NY, USFull-time
- Promoted
Travel Certified Occupational Therapy Assistant - $1,234 per week
MedPro Healthcare Allied StaffingElizabethtown, NY, United StatesFull-time
- Promoted
Travel Certified Occupational Therapy Assistant
Uniti MedElizabethtown, NY, USFull-time
- Promoted
- New!
Citizens Teller
CitizensEssex Junction, VT, United StatesFull-time
- Promoted
Retail Sales Associate - Charter
SPECTRUMPlattsburgh, NY, United StatesFull-time
- Promoted
Cash Management Services Teller
LoomisBurlington, VT, USFull-time