Treasury Management Sales Leader

Peapack Private Bank & Trust; Bedminster Township (NJ); On-site; USD 97,000 - 135,000; Full time

Benefits offered by this job

401K plan

Education reimbursement

Paid time off

Job summary

Peapack Private Bank & Trust is hiring a Treasury Management Sales Officer in Bedminster, NJ. The role focuses on selling depository and treasury management services to existing and prospective clients, with collaboration from Relationship Managers to hit deposit and fee income goals.

The position requires strong relationship building, cross-selling, and advanced business communication skills, along with proficiency in MS Office and a customer-centric approach.

Qualifications

• Proven ability to develop new cash management sales and close deals.
• Strong client relationship management and cross-sell skills.
• Excellent written and verbal communication; proficient in presenting proposals.

Responsibilities

• Sell treasury management and depository services to existing and prospective clients.
• Develop treasury management sales proposals and pricing for clients.
• Conduct cash management reviews and ensure regulatory compliance.
• Cross-sell products through strong stakeholder collaboration.
• Maintain knowledge of cash management programs and bank services.

Skills

Cash management sales

Relationship management

Sales proposals

Communication skills

Tools

MS Office

Job description

Peapack Private Bank & Trust is hiring a Treasury Management Sales Officer in Bedminster, NJ. The role focuses on selling depository and treasury management services to existing and prospective clients, with collaboration from Relationship Managers to hit deposit and fee income goals.

The position requires strong relationship building, cross-selling, and advanced business communication skills, along with proficiency in MS Office and a customer-centric approach.