Treasury Management Sales Officer

Willenborg Wealth Management

Base: $130,000.00-$250,000.00; bonus/equity: discr...
Fully remote
5+ years sales or treasury management experience
Independent consultative selling capabilities
Comprehensive payments and technological solutions knowledge
The Treasury Management Sales Officer is responsible for executing the sales strategy, managing a specialty portfolio, and generating new business within targeted national niches

Job Summary

  • The Treasury Management Sales Officer is responsible for executing the sales strategy, managing a specialty portfolio, and generating new business within targeted national niches.
  • This role requires independent consultative selling efforts focused on comprehensive payments and related services to develop and retain deposit-centric clients.
  • The position offers a competitive salary range of $130,000 to $250,000 along with a comprehensive benefits package including medical, dental, vision, and retirement savings.

Matching Summary

The Treasury Management Sales Officer is responsible for executing the sales strategy, managing a specialty portfolio, and generating new business within targeted national niches.

Salary

Base: $130,000.00-$250,000.00; Bonus/Equity: Discretionary bonuses or commissions may apply; Benefits: Medical, dental, vision, life insurance, disability, retirement savings, paid time off, parental leave

Skills & Requirements

Must-have

  • 5+ years sales or treasury management experience
  • Independent consultative selling capabilities
  • Comprehensive payments and technological solutions knowledge
  • Targeted industry vertical expertise
  • Deposit centric client relationship management

Nice-to-have

  • Certified Treasury Professional (CTP) certification
  • Self-starter with high energy work style
  • Strong analytical and problem-solving skills
  • Experience in complex risk management protocols
  • Ability to drive visibility through industry engagement

Key Requirements

  • Bachelor's Degree required
  • 5+ years in sales or treasury management
  • Certified Treasury Professional preferred
  • Securities Industry Essentials Exam (SIE) required
  • 10-15 years general experience or 6-10 years manager experience

Work Rights

Not specified

Tailored Resume

Cover Letter