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Treasury Management Specialty Sales Officer
Pittsburgh, PAApril 2nd, 2026
Job Description SummaryJob DescriptionSummary of the Position:The Treasury Management Specialty Sales Officer (“TMO”) will execute the Treasury Management Specialty Sales Strategy. The TMO is responsible for managing the specialty sales portfolio, generating new business and providing representation of the bank in the market. The TMO is responsible for developing new/enhanced business relationships with select clients nationally and within the Bank’s footprint. This position requires consultative selling to targeted niches within Treasury Management is responsible for meeting individual annual sales goals. Responsibility includes strategizing to target and develop the deposit/treasury niches, developing and executing sales strategies to retain and fully penetrate new treasury management relationships. This position reports directly to the Head of Treasury Management Sales and Strategy.Primary Functions of the Position:Demonstrates mastery level proficiency in all Depository Services and Treasury Management productsResponsible for independent, consultative sales calling efforts focusing on treasury management opportunities primarily related to targeted industry verticals (mostly comprehensive payments and related services).Consults with existing and prospective deposit centric clients, by phone and in person, to learn their business & industry trends.Develops individual sales prospecting regimen, plans to achieve production goals and initiating strategies that will improve efforts and subsequent results.Drives visibility through industry engagement, conference participation and other activities to develop prospective client relationships and generate treasury management fee revenue and operating balances.Provides education and knowledge of products to internal partners and to existing and prospective clientsBecome an industry expert as it relates to targeted industries and share knowledge within the bank and among prospect/client base.Effectively manages operational risk and compliance associated with role.Education and Experience Requirements:Bachelor’s Degree or equivalentCertified treasury Professional (CTP) preferred but not required5+ years of experience in one or a combination of the following: sales, business development, payment centric industries sales or treasury management sales experienceProven experience in complex, comprehensive payments/technological solutions and a strong understanding of related business applications and risk management protocolsAbility to generate calling activity and corresponding business by being a self-starter and leading opportunities independent of lending/credit.Exceptional interpersonal, communication, and presentation skillsExceptional planning, time management, and organization skillsDemonstrated analytical and problem-solving capabilitiesDemonstrated ability to work independently and build relationshipsAbility to work in a high-energy, fast-paced work environment and adapt quickly to changing circumstancesEducationBachelor’s: Business Administration, Bachelor’s: MarketingWork ExperienceGeneral Experience – 10 to 15 years, Manager Experience - 6 to 10 yearsCertificationsSecurities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)Salary Range$130,000.00-$250,000.00TravelWorkstyleResidentAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to:•Grow professionally and inspire others to do the same•Work with and through others to achieve desired outcomes•Make prompt, pragmatic choices and act with the client in mind•Take ownership and hold themselves and others accountable for delivering results that matter•Contribute to the continuous evolution of the firmAt Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. SummaryLocation: Pittsburgh, Pennsylvania - United States; PA - Villanova - 789 E Lancaster Ave Ste 240; OH - Cleveland - 127 Public Sq Ste 1430Type: Full time
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