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Corporate Treasury Sales Officer

Remote, USA Full-time Posted 2025-07-27

We are currently seeking a Corporate Treasury Sales Officer for a client in the DC-Metro area. This role will focus on relationship management/business development throughout the East Coast with the potential to expand West as well.

    The Role:
  • Leveraging your experience and results-oriented mindset, you will be a key member of our National Accounts Team responsible for managing and expanding relationships across the regional and large banks (i.e. financial institutions with $50B+ in assets). Specifically, you will focus on developing and maintaining relationships within our bank channel that will drive revenue growth and expand opportunities.
    Responsibilities:
  • Cultivating and maintaining strong, synergistic client relationships by understanding client needs and challenges and providing solutions that leverage and grow value.
  • Identifying and energetically pursuing new market opportunities, target segments, and potential clients to expand market penetration.
  • Collaborating with our product and service teams to tailor the use of our product suite for specific client objectives and needs.
  • Working closely with cross-functional teams to ensure seamless execution of sales initiatives.
  • Leveraging market insights to refine sales strategies and stay ahead of the curve.
  • Monitoring sales performance metrics, including conversion rates and pipeline growth, to meet established performance goals.
  • Sharing regular updates with senior management on sales progress and market trends.
    Requirements:
  • 10+ years of relevant work experience, including proven experience as a successful sales leader, preferably in financial services
  • Experience selling solutions to commercial and institutional organizations within large banks
  • An in-depth understanding of bank balance sheets
  • Aptitude and curiosity to quickly learn new products and services; a self-starter mindset
  • Strong analytical skills and data-driven decision-making abilities
  • Excellent interpersonal and communication skills
  • Ability to thrive in a fast paced, dynamic, and collaborative environment
  • History of meeting and/or exceeding sales goals
  • Willingness to travel extensively (roughly 50%)
  • Bachelor’s degree

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