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Date : Dec 20, 2024 Location :
New York, NY, US, 10004
display : inline; } Company : Popular Workplace Type : Hybrid
Treasury Management Sales Officer
Treasury Management III
The Treasury Management Officer serves as a consultant with expertise in treasury management products, services, and processes. The successful candidate will leverage their knowledge to provide customized solutions and best practices to clients and prospects.
This role focuses on driving revenue growth through partnerships with Commercial Relationship Officers and Branch Managers, expanding and deepening relationships with clients using treasury management products and services. The Treasury Management Officer will provide client consultations and presentations, identify cross-sell opportunities, and ensure exceptional service delivery.
In this position, you will :
Develop Sales Strategies : Create and implement Treasury Management sales strategies to grow and deepen our diverse client segments, including Business Banking, Middle Market, Commercial Healthcare, Commercial Real Estate, Government, and Not-for-Profits.
Cross-Sell Solutions : Proactively identify Treasury Management prospects within the existing client base to uncover cross-sell opportunities.
Be a Trusted Advisor : Provide tailored solutions to enhance clients’ operating effectiveness and optimize their banking experiences.
Collaborate Effectively : Educate Relationship Officers and Branches on the Treasury Management needs of clients and prospects to foster a collaborative approach.
Enhance Products : Offer insights to Product Management to refine and expand Treasury Management solutions, ensuring Popular Bank maintains a competitive edge.
Stay Informed : Monitor industry trends via industry conferences, competitor offerings and pricing to inform marketing strategies, sales objectives, and bank competitiveness.
Manage and Review Client Relationships : Conduct regular reviews of client treasury management relationships for their operating efficiencies and ensure their account analysis statements have accurate and competitive pricing.
Resolve Problems : Coordinate the timely resolution of operational issues reported by clients with support from TM Analyst and Associate colleagues.
Manage Pipeline : Maintain an up-to-date sales pipeline to enable accurate tracking of sales and revenue growth by client and segment.
Drive Results : Achieve measurable portfolio growth in Treasury Management revenue, deposits, and overall profitability optimization.
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