Treasury Sales Officer

MRISpokane; Philadelphia (Philadelphia County); Hybride; USD 120 000 - 190 000; Plein temps

Résumé du poste

MRISpokane is seeking a Senior Treasury Management Sales Officer in the Greater Philadelphia area. This hybrid role blends portfolio management with aggressive new-business development, focusing on treasury solutions for mid-market clients and maintaining strong relationships with commercial bankers.

The successful candidate will deepen existing treasury relationships, identify cross-sell opportunities, and drive treasury fee and deposit growth while collaborating with Relationship Managers and

Qualifications

• 5+ years of Treasury Management Sales experience.
• Proven success selling treasury and cash-management solutions to commercial clients.
• Strong understanding of C&I operating-company treasury requirements.
• Experience with sophisticated treasury solutions and technology.
• Strong pipeline-management and CRM discipline.

Responsabilités

• Develop new treasury management business across Greater Philadelphia.
• Manage and expand an existing portfolio of commercial treasury relationships.
• Partner with Relationship Managers to identify treasury opportunities.
• Independently prospect and create new opportunities when referrals are insufficient.
• Sell a broad range of treasury solutions including payments, receivables, liquidity, fraud prevention, integrated payables.

Connaissances

Treasury management sales

Relationship management

Prospecting

CRM discipline

Cross-sell opportunities

Outils

CRM software

Description du poste

Senior Treasury Management Sales Officer

Location: Greater Philadelphia, PA | Hybrid

Opportunity Overview

A growing regional commercial banking organization is adding an experienced Senior Treasury Management Sales Officer to support continued expansion across the Greater Philadelphia market.

This individual will partner closely with an established team of Commercial and Middle Market Relationship Managers while assuming responsibility for an existing portfolio of treasury relationships. The position combines portfolio management with meaningful new-business development responsibility.

This is not a maintenance role. The successful candidate will be expected to deepen existing relationships, identify cross-sell opportunities, independently develop prospects, partner with commercial bankers on new relationships, and contribute directly to treasury fee and deposit growth.

The primary client base consists of privately held and commercial operating companies generally ranging from approximately $5 million to $100 million in annual revenue.

What Makes This Opportunity Different

• Growth-driven addition to staff rather than a replacement hire
• Existing treasury portfolio and established commercial banking relationships
• Strong partnership with Commercial and Middle Market Relationship Managers
• Relationship-driven, team-selling culture
• Sophisticated treasury and cash-management capabilities
• Ability to support complex C&I operating companies
• Collaborative onboarding and peer-support model
• Significant opportunity to participate in the continued build-out of the Philadelphia market
• Competitive incentive structure tied to individual and organizational performance
• Equity-based compensation eligibility at the appropriate level

Responsibilities

• Develop new treasury management business across Greater Philadelphia.
• Manage and expand an existing portfolio of commercial treasury relationships.
• Partner with Relationship Managers to identify treasury opportunities within existing and prospective commercial relationships.
• Independently prospect and create new opportunities when internal referral activity is insufficient.
• Assess client cash-flow and treasury requirements and recommend appropriate solutions.
• Sell a broad range of treasury solutions, including payments, receivables, liquidity, fraud prevention, integrated payables and technology-enabled solutions.
• Develop customized proposals and lead opportunities from initial discovery through closing and implementation.
• Generate treasury fee income and contribute to broader deposit and relationship-growth objectives.
• Maintain disciplined pipeline management and document client and prospect activity through CRM.
• Coordinate with implementation, product, operations and relationship-management teams to provide a strong client onboarding experience.
• Remain current on treasury technology, market trends, economic conditions and regulatory developments.
• Develop a visible presence within the Philadelphia business community and build relationships with relevant centers of influence.
• Participate in client meetings, industry events, presentations and other business-development activities.

Ideal Candidate Profile

• 5+ years of Treasury Management Sales experience.
• Proven success selling treasury and cash-management solutions to commercial clients.
• Strong understanding of C&I operating-company treasury requirements.
• Experience supporting commercial and/or middle-market businesses.
• Demonstrated ability to independently prospect and generate business.
• Strong history of partnering successfully with commercial Relationship Managers.
• Experience with sophisticated treasury solutions and technology.
• Strong pipeline-management and CRM discipline.
• Excellent consultative selling, communication, presentation and negotiation skills.
• Established knowledge of the Greater Philadelphia commercial market strongly preferred.
• Certified treasury credential preferred but not required.
• Stable professional history with evidence of sustained performance and relationship development.

Preferred Business Characteristics

The strongest candidates will have experience with:

• Commercial operating companies with approximately $5MM-$100MM in annual revenue
• Complex C&I treasury relationships
• Recurring treasury fee-income generation
• Deposit growth and relationship expansion
• Integrated payables and electronic-payment solutions
• API-enabled treasury solutions
• Receivables and liquidity-management products
• Multi-product treasury relationships
• Collaborative commercial-bank sales models
• Self-generated prospect pipelines in addition to banker referrals

Not a Fit If You

• Prefer a portfolio-maintenance role with limited new-business expectations.
• Depend entirely on Relationship Managers to generate opportunities.
• Have limited experience beyond basic treasury products.
• Have worked almost exclusively with real-estate-oriented treasury relationships and lack meaningful C&I exposure.
• Prefer to sell primarily on price rather than value and relationships.
• Are uncomfortable independently prospecting.
• Prefer a fully remote sales environment.
• Are unwilling to spend meaningful time traveling throughout Greater Philadelphia and meeting clients in person.
• Prefer working independently rather than collaboratively with commercial banking partners.
• Lack disciplined CRM and pipeline-management habits.

Compensation

The organization offers a competitive total compensation package designed to reward both individual contribution and overall organizational performance.

The position includes competitive base compensation and eligibility for a short-term incentive program. The role may also qualify for equity-based compensation in the form of restricted stock units.

Specific compensation will depend on experience, demonstrated treasury sales performance, market knowledge and overall fit.

Confidential Closing

This is a confidential opportunity for an experienced Treasury Management professional who wants to combine the capabilities of a sophisticated commercial banking platform with the visibility and impact of helping grow an important market.

The organization is particularly interested in proven treasury sales professionals who value relationship banking, team selling, sophisticated client solutions and the opportunity to build business rather than simply maintain an existing portfolio.