Experienced TMSO (Treasury Management)

Los Angeles, CA 90067 | Direct Hire

Job ID: MM-PH-TrMngtSO01 Category: Professional Services Pay Rate: $90k-$125k + Benefits

Our client, one of the largest privately held financial institutions in the United States, seeks a Treasury Management Sales Officer to establish and build upon business relationships in the local “treasury management” landscape. This firm's customer service philosophy is based on “partnership”. As Los Angeles’ top  influencers and decision makers, their customers expect and receive a collaborative experience to determine and arrive at the financial strategies that will best represent each customer’s values, needs and demands.

The Treasury Management Sales Officer will develop new treasury management business and manages every aspect of the sales life-cycle, including qualifying prospects, needs analysis, marketing and closing. They will actively drives business development and offer ongoing consultation to existing customers about their current services in order to suggest improvements to their strategy as better options arise.

Candidates for this opportunity should offer over 5 years of progressive experience in treasury management, its products and services. The ideal candidate has a thorough mastery of this market and is able to analyze and clearly explain to non-industry clients how each product or service would directly affect, benefit or hinder a specific customer’s goals based on their unique situation and needs.

About this Position:

  • Manage prospect pipeline
  • Develop channels for new Treasury Management prospects
  • Facilitate onboarding of major client relationships or complex industry types
  • Provide consultative expertise to clients and prospects to determine their best solutions
  • Explain services offered and make recommendations based on client needs analysis
  • Provide suggestions that support the overall goals, objectives and budgets of clients
  • Develop, coordinate and present sales presentations
  • Prepare and present comprehensive sales proposals to customers, prospects and partners
  • Work with the Treasury Management Team to ensure new services are established correctly
  • Work with the Treasury Management team to address customer issues professionally and timely
  • Actively participate in community, civic and volunteer activities for local outreach
  • Deliver treasury products and services to customers
  • Solicit, implement and deliver cash management products
  • Maintain up-to-date knowledge of competitor’s products and pricing in the market
  • Identify and cross sell other client banking needs with the Relationship Management Team
  • Review and recommend sales, service and implementation process improvements
  • Coordinate calling efforts with appropriate Relationship Managers
  • Provide employee and customer training on TM products, pricing and operations
  • Assist with research and development of additional market strategies

About the Candidate:

  • BA degree (MUST)
  • 5+ years’ experience in treasury management sales (MUST)
  • Expertise in available treasury management services and products (MUST)
  • Able to educate customers by explaining the value and differences between products (MUST)
  • Strong business development skills (MUST)
  • Intermediate computer skills including Microsoft Suite: MS Excel, MS Word, Outlook (MUST)
  • Personality, Characteristics and Skills: solution oriented mindset, excellent interpersonal skills, works well with any personality, advanced written and verbal communication, team player, strong work ethic, goal oriented, ability to achieve set goals easily

Equal Opportunity Employer considering qualified candidates in accordance with state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.


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