Rockland Trust
Treasury Management Sales Officer
Rockland Trust, Lowell, Massachusetts, United States, 01856
The Treasury Management Sales Officer is responsible for developing and expanding Treasury Management (TM) relationships with commercial and institutional clients to drive fee income and deepen customer relationships. This individual partners with Relationship Managers and product partners to deliver comprehensive solutions tailored to client needs.
Key Responsibilities Business Development & Sales
Originate new Treasury Management business from existing & prospective commercial clients.
Collaborate with Relationship Managers to identify and close cross-sell opportunities across deposit, lending, and payment solutions.
Develop customized cash management strategies addressing clients' payables, receivables, fraud prevention, and liquidity management needs.
Prepare and deliver client presentations, proposals, and pricing recommendations.
Maintain in-depth knowledge of all Treasury Management products, including ACH, Lockbox, RDC, Positive Pay, Merchant Services, and liquidity solutions.
Client Relationship Management
Serve as a trusted advisor for high‑value clients.
Conduct periodic relationship reviews to identify opportunities for additional product adoption.
Partner with TM Implementation & Client Service teams to ensure seamless onboarding and satisfaction.
Resolve escalated client issues related to TM products and services.
Internal Partnership & Leadership
Act as a subject matter expert to Relationship Managers and internal partners.
Represent Treasury Management in cross‑functional initiatives supporting bank‑wide growth and efficiency.
Qualifications
Bachelor's degree in Business, Finance, Economics, or related field.
7+ years of Treasury Management or commercial banking experience, with a proven record of meeting sales goals.
Strong understanding of working capital solutions, payments, and deposit products.
Excellent communication, presentation, and negotiation skills.
Ability to manage complex sales cycles and collaborate across business lines.
Proficiency in CRM systems, Treasury Management platforms, and Microsoft Office Suite.
Benefits Competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, a 401(k) and DC Plan for your retirement, LTD & Life Insurance, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award‑winning Wellness program, and much more!
Equal Opportunity Employer At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Reasonable Accommodations Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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Key Responsibilities Business Development & Sales
Originate new Treasury Management business from existing & prospective commercial clients.
Collaborate with Relationship Managers to identify and close cross-sell opportunities across deposit, lending, and payment solutions.
Develop customized cash management strategies addressing clients' payables, receivables, fraud prevention, and liquidity management needs.
Prepare and deliver client presentations, proposals, and pricing recommendations.
Maintain in-depth knowledge of all Treasury Management products, including ACH, Lockbox, RDC, Positive Pay, Merchant Services, and liquidity solutions.
Client Relationship Management
Serve as a trusted advisor for high‑value clients.
Conduct periodic relationship reviews to identify opportunities for additional product adoption.
Partner with TM Implementation & Client Service teams to ensure seamless onboarding and satisfaction.
Resolve escalated client issues related to TM products and services.
Internal Partnership & Leadership
Act as a subject matter expert to Relationship Managers and internal partners.
Represent Treasury Management in cross‑functional initiatives supporting bank‑wide growth and efficiency.
Qualifications
Bachelor's degree in Business, Finance, Economics, or related field.
7+ years of Treasury Management or commercial banking experience, with a proven record of meeting sales goals.
Strong understanding of working capital solutions, payments, and deposit products.
Excellent communication, presentation, and negotiation skills.
Ability to manage complex sales cycles and collaborate across business lines.
Proficiency in CRM systems, Treasury Management platforms, and Microsoft Office Suite.
Benefits Competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, a 401(k) and DC Plan for your retirement, LTD & Life Insurance, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award‑winning Wellness program, and much more!
Equal Opportunity Employer At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Reasonable Accommodations Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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