Treasury Management Sales Officer at Customers Bank in New York, New York
Posted in Other 4 days ago.
Job Description:
New York, NYFull time
REQ-2025-588
At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.
Work Location: Hybrid in Grand Central location, coming into the office at least 3-days per week with Monday, Tuesday, and Thursday being the set in-office days. All subject to change.
Salary range: An annual salary range of $125,0000 to $180,000 is what we expect to pay for this position, based on overall skills and experience.
Must be legally eligible to work in the United States without sponsorship, now or in the future, to be considered.
Who is Customers Bank?
Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with.
We get you further, faster.
Focused on you: We provide every customer with a single point of contact. A dedicated team member who’s committed to meeting your needs today and tomorrow.
On the leading edge: We’re innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead.
Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we’re a partner you can trust.
What You’ll Do:
As a Treasury Management Sales Officer you will be responsible for selling and supporting treasury management products and services to both existing and prospective commercial clients, aiming to achieve deposit and fee income goals while building strong client relationships.
Key Responsibilities:
Sales and Business Development:
- Analyze client needs and recommend appropriate treasury management solutions
- Develop and deliver sales presentations to potential and existing clients
- Assist in the design and implementation of treasury management solutions
- Manage and maintain a portfolio of treasury management clients.
- Meet periodically with targeted clients to ensure proper servicing of accounts and expand existing business deposit and Treasury Management relationships.
- Identify and pursue new business opportunities for treasury management products and service
Client & Banker Relationship Management:
- Work independently, with minimal supervision, and in partnership with market bankers to develop new profitable business from prospective business clients; develop and execute strategic account plans
- Build and maintain strong relationships with clients.
- Provide excellent customer service and support to ensure client satisfaction and retention
- Educate and advise bankers on new TM product development initiatives
- Address client inquiries and resolve issues in a timely and effective manner.
- Partner with internal stakeholders when representing the client perspective in the development/evolution of products and solutions
- Collaborate with internal teams (e.g., product development, operations) to ensure seamless client onboarding and service delivery
Product Knowledge and Expertise:
- Possess a strong understanding of treasury management products, services, and industry trends.
- Stay current on competitor offerings and provide market and competitor feedback to the Head of Treasury Management and Product.
- Stay up-to-date on regulatory changes and best practices in treasury management.
Other Responsibilities:
- Participate in industry events and networking opportunities.
- Contribute to the development of sales strategies and tactics.
- May be involved in cross-selling other bank products and services.
What Do You Need?
- Bachelor’s degree or equivalent combination of training and experience
- Strong writing and speaking skills
- At least 5 years of financial services experience
- At least 5 years of treasury management sales experience
- Advanced knowledge and understanding of Treasury Management Services and deposit products
- Certified Treasury Professional (CTP) or equivalent desired
Technology Skills:
Ability to work with the Microsoft Suite and learn/work with other Customers Bank’s applications
Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
We also provide “reasonable accommodations”, upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws.
Diversity Statement:
At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let’s take on tomorrow.
Founded in 2009, Customers Bank is a super-community bank with $20.3 billion in assets at June 30, 2022. We believe in dedicated personal service for the businesses, professionals, individuals and families we work with. We offer banking and loan services across Florida, Illinois, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island and Texas.
Customers Bank is a member of the Federal Reserve System with deposits insured by the Federal Deposit Insurance Corporation. Customers Bank is an equal opportunity lender. Customers Bank takes pride in delivering extremely high levels of customer service while charging comparatively very low fees; service that makes our clients say, “Wow.”
Customers Bank, with its headquarters located in Malvern, Pennsylvania, is a subsidiary of Customers Bancorp, Inc., a bank holding company. The voting common shares of Customers Bancorp, Inc. are listed on the New York Stock Exchange under the symbol CUBI.
Customer Service driven VEVRAA Federal Contractor, seeking priority referral of qualified protected veterans.
Customers Bank will provide consideration for employment to qualified applicants without regard to their race, color, religion,
national origin, sex/ gender, sexual orientation, gender identity, protected veteran status or disability.
Equal employment opportunity, including veterans and individuals with disabilities.
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