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About the Role
The Treasury Management Sales Officer is responsible for effectively selling the Bank's depository and treasury management services to existing and prospective clients, achieving deposit and fee income goals, and solidifying customer retention efforts by providing a superior level of relationship management and customer service.
Responsibilities
- Effectively sell the Bank's depository and treasury management services to existing and prospective clients.
- Achieve deposit and fee income goals.
- Solidify customer retention efforts by providing superior relationship management and customer service.
- Contact prospective customers to develop new treasury management business.
- Manage relationships with existing customers to ensure proper servicing and expand business.
- Prepare sales presentations and explain services offered.
- Recommend services that would benefit clients.
- Identify opportunities to cross-sell other products and services.
- Assist management in developing market strategy and setting sales objectives.
- Meet or exceed set deposit goals.
- Assist in the design and ensure the proper installation of treasury management services.
- Assist management in the development of new services or modification of existing services.
- Achieve/exceed key objectives and goals in business development, client retention, deposit growth, portfolio quality, fee income, cross sales, referrals, client satisfaction, and knowledge of comprehensive cash management solutions.
- Call on new and existing commercial clients to develop and close cash management sales business.
- Proactively review assigned client base and identify deposit and cash management services solutions and cross-sale opportunities.
- Refer and engage business partners (i.e. commercial lending, branches, wealth management, etc.) as appropriate.
- Develop treasury management sales proposals and pricing pro formas for prospective and existing clients.
- Conduct annual cash management reviews for top tier commercial clients.
- Maintain up-to-date and thorough knowledge of cash management sales programs, products, and services, as well as applicable federal and state regulatory and compliance requirements.
- Maintain in-depth knowledge and ensure compliance with applicable regulatory requirements, and follow all Bank policies, procedures, and guidelines.
- Provide an exceptional level of quality service for internal and external customers.
- Assess customer needs and understand customer requirements, translating into sales deliverables across a wide array of cash management products and technologies.
- Develop and maintain open, professional, positive, and productive relationships.
- Demonstrate cooperative behavior with management, business partners, customers and co-workers, and work effectively as a team member.
- Maintain and manage personal composure when confronted with a difficult situation and/or customer.
- Provide information, data, advice, and solutions, and gain trust and respect.
- Operate with agility and adaptability, responding effectively to changing priorities and business needs.
- Demonstrate curiosity and a learning mindset, continuously seeking to improve and grow.
- Utilize AI and technology tools responsibly to enhance productivity and decision-making.
- Show ownership and critical thinking, using sound judgment to solve problems and deliver results.
- Deliver white-glove hospitality, providing thoughtful, proactive, and personalized service in every interaction.
Requirements
- Must be a team player.
- Must have the ability to work under pressure.
- Must have a professional image.
- Must be able to resolve problems and conflicts.
- Possess strong and advanced business communications skills such as advanced writing, listening, delivering sales proposals.
- Possess basic office and mathematics skills, and customer service skills.
- Possess professional skills such as report writing, basic statistics, effective presentation skills and creative skills.
- Proven track record for developing new sales, closing sales, and achieving annual objectives for cash management sales goals, fee income generation (Non-II), cross sales and referrals.
- Advanced PC experience using MS Office products (Word, Excel, Outlook, Adobe), with the ability to adapt to learn and support new products and technologies quickly.
- Detailed functional and technical knowledge of existing and developing cash management services, documentation, and internet technologies.
- In-depth working knowledge of all products, services, and programs; with demonstrated sales and business development skills.
- Demonstrated organizational and time management skills with the ability to effectively multitask, complete assignments and meet deadlines in a timely manner.
- Ability to work independently, under limited direction/supervision, exercising independent judgment, referencing available resources, and demonstrating a high level of accuracy and attention to detail.
- Unquestionable integrity and demonstrated ability to maintain confidentiality in handling sensitive and confidential information.
Skills
- Treasury Management Sales
- Depository Services Sales
- Deposit and Fee Income Goal Achievement
- Customer Retention
- Relationship Management
- Customer Service
- Business Development
- Sales Presentations
- Cross-Selling
- Market Strategy Development
- Sales Objective Setting
- Cash Management Solutions
- MS Office Suite (Word, Excel, Outlook, Adobe)
- Business Communication
- Writing
- Listening
- Sales Proposal Delivery
- Report Writing
- Basic Statistics
- Presentation Skills
- Creative Skills
- Organizational Skills
- Time Management
- Multitasking
- Independent Work
- Judgment
- Accuracy
- Attention to Detail
- Integrity
- Confidentiality Management
- Agility
- Adaptability
- Curiosity
- Learning Mindset
- AI and Technology Tool Utilization
- Critical Thinking
- Problem Solving
- Hospitality
Location
- Peapack, New Jersey
Work Type
- Full-time
Experience Level
- Not specified
Education Level
- Not specified
Salary/Compensations
- $97,700 to $135,000 plus performance-based incentives
Benefits
- Competitive compensation package
- Generous paid time off program
- Comprehensive medical, dental and vision coverage
- Maternity/paternity leave
- Education reimbursement
- Wellness programs
- Employee Stock Purchase Program
- 401K with a generous match
About the Company
- Peapack Private Bank & Trust is a well-recognized, high-performing boutique bank and a leader in wealth, lending, and deposit solutions.
- We provide a broad range of sought-after products and services designed to help our clients establish, maintain, and grow their legacy through an innovative approach to private banking.
- As an institution with over 100 years of history, we have always believed in putting the well-being and needs of our employees and clients first.
- We are proud to be recognized by American Banker for the eighth consecutive year as one of the nation’s “Best Banks to Work For.”
- Our culture values a diverse, equitable, inclusive, and safe workplace.
- Our one-team culture goes to great lengths to show all employees that they are valued members of the organization.
- We treat one another like family and communicate across the Bank in a transparent and frequent manner, respect and consider feedback from all levels, and operate with a philosophy grounded in hospitality and genuine human kindness.
- There are multiple ways to build relationships and get involved; from joining one of our Cultural Ambassador sub-committees (focused on Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness), to participating in community service activities through our Volunteerism outreach, to joining LIFT (Leading Inspiring Females Together), a committee focused on enriching the lives of women.
Equal Opportunity
- We value a diverse, equitable, inclusive, and safe workplace.