Treasury Management Sales Officer

Webster Bank - White Plains, NY

Full-time - Director

White Plains, NY

Credit Intermediation and Related Activities

About the position

The Director, Treasury Management Sales role at Webster focuses on generating new business and developing existing treasury management and depository relationships within the Commercial Bank. This position requires collaboration with market bankers and involves strategic planning to achieve revenue goals while ensuring high-quality service delivery to clients.

Responsibilities

• Work independently and in partnership with market bankers to develop new profitable business from prospective clients.
• Meet periodically with targeted clients to ensure proper servicing of accounts and expand existing business relationships.
• Develop territory plans, account strategies, and call plans to consistently achieve revenue goals.
• Maintain senior level contact with top and high priority clients, such as Treasurers and CFOs.
• Partner with internal stakeholders to represent the client perspective in product development.
• Maintain strong industry knowledge and provide market and competitor feedback.
• Coordinate activities of marketing, operations, and other support personnel for timely delivery of Treasury Management products.
• Prepare sales reports and other compliance-related documentation.
• Educate and advise bankers on new Treasury Management product initiatives.
• Participate in marketing activities for trade shows and industry events.
• Ensure client service deliverables are achieved and manage issues and escalations.

Requirements

• Bachelor's degree or equivalent combination of training and experience.
• At least 4 years of financial services experience.
• At least 4 years of treasury management sales experience.
• Advanced knowledge of Treasury Management Services and deposit products.
• Certified Treasury Professional (CTP) or equivalent desired.

Benefits

• Incentive compensation based on performance.