Middle Market Treasury Sales Officer - San Francisco, CA

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Job #: 15261
Status: Inactive / Filled
Title: Middle Market Treasury Sales Officer - San Francisco, CA
Job Location: San Francisco, CA
Base Compensation: $110,000 — $120,000
Total Compensation: $140,000 — $155,000
Benefits: Excellent
Is Employer Willing to Relocate?: No
Employment Type: Full Time / Direct Hire
Job Categories: Cash Treasury Management
Industries: Banking


Great opportunity for a Middle Market Treasury Sales Officer with a proven track record for sourcing and closing new business. This role is within the middle market group and will call on companies with revenues between $50-$500MM.


• Work independently to prospect new clients as well as provide post-sale customer service. • Manage portfolio growth and prepare/conduct portfolio reviews. • Meet or exceed set fee income goals. • Identify opportunities to cross-sell other bank products/services and make appropriate cross referrals to other business units. • Prepare sales presentations, explain services offered, and recommend services which would benefit clients. Act as an advocate for customer as it relates to product and service improvements. • Develop and present TM solutions, speak at industry functions.


• Middle market experience required • 8-10 years of sales experience in the commercial banking/treasury management/card segments • Thorough knowledge of TM and payment products • Proven independent new business development and sales skills • Demonstrated track record in exceeding goals • Excellent customer service/relations skills • Excellent presentation, verbal and written communication skills
Education: Bachelor's
Total Years of Experience: 7-8+
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