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Treasury Management Sales Officer at Raymond James - ApplyBlast

Treasury Management Sales Officer

Raymond James

5 months ago

United States

Onsite

Full Time

Senior

0 applicants

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About this role

The Treasury Management Specialty Sales Officer executes a specialty sales strategy focusing on Single and Multi-Family Offices. This role involves managing a portfolio, cultivating strategic partnerships, and developing tailored treasury solutions while meeting annual sales goals. The position requires consultative selling to national and regional clients within the deposit and treasury management sector.

Responsibilities

Execute treasury management sales strategies for Single and Multi-Family Offices
Manage specialty sales portfolio and generate new business opportunities
Develop and enhance business relationships with select clients nationally
Create and manage deposit-centric sales targets for assigned territory
Oversee marketing collateral and conduct sales campaigns for treasury products