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Treasury Management Sales Officer

Job in New York, New York County, New York, 10261, USA
Listing for: Customers Bancorp Inc
Full Time position
Listed on 2026-01-23
Job specializations:
  • Sales
    Business Development
  • Business
    Business Development
Salary/Wage Range or Industry Benchmark: 140000 - 180000 USD Yearly USD 140000.00 180000.00 YEAR
Job Description & How to Apply Below
Location: New York

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.
** Salary range:
** An annual salary range of $140,000 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.

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.
* 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…
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