Job Description Summary
Plans and implements pursuit of strategic opportunities for a particular business or organization, for example, by cultivating partnerships or other commercial relationships, or identifying new markets for its products or services.Job Description
Summary of the Position:
The Treasury Management Specialty Sales Officer (“TMO”) will execute the Treasury Management Specialty Sales Strategy, with a specific focus on providing tailored services to Single and Multi-Family Offices. The TMO is responsible for managing the specialty sales portfolio, generating new business and providing representation of the bank in the market. The TMO is responsible for developing new/enhanced business relationships with select clients nationally and within the Bank’s footprint. This position requires consultative selling to targeted niches within Treasury Management, which is responsible for meeting individual annual sales goals. Responsibility includes strategizing target and developing the deposit/treasury niches, developing and executing sales strategies to retain and fully penetrate new treasury management relationships. This position reports directly to the Head of Treasury Management Sales and Strategy.
Primary Functions of the Position:
- Sales Support
- Develops sales plans for territory and key customer accounts and deposit centric targets
- Increased autonomy in managing assigned territory, requiring minimal assistance from management
- Actively shares knowledge and market experience with peers, less experienced team members, and is a participant in TM initiatives.
- Recognizes and supports our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company
- Product Marketing
- Oversees all Marketing collateral as it relates to depository and Treasury Management products;
- Performs periodic Marketing / Sales campaigns;
- Provides education and knowledge of products to internal partners and to existing and prospective clients.
Education and Experience Requirements:
- Bachelor’s Degree required
- 7+ years of experience in one or a combination of the following: sales, business development, or treasury management
- 7+ years of business-to-business sales experience or treasury management sales experience with deposit centric industries
Essential Skills and Abilities:
- Strong negotiation and influence skills.
- Experience exceeding established sales and customer satisfaction goals
- Excellent verbal, written, and interpersonal communication skills
- Strong presentation skills
- Experience in business development or sales of treasury management products and services to deposit centric companies
- Strong knowledge of treasury management product and services
Education
Work Experience
Certifications
Salary Range
Travel
Less than 25%Workstyle
ResidentThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include 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); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Skills Required
- Bachelor's Degree in Business Administration or Marketing
- 7+ years of experience in sales, business development, or treasury management
- 7+ years of business-to-business sales experience
- Strong negotiation and influence skills
- Experience exceeding established sales and customer satisfaction goals
- Excellent verbal, written, and interpersonal communication skills
- Strong presentation skills
- Strong knowledge of treasury management products and services
What We Do
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.18 trillion (as of 9/30/2021). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
