Senior Treasury Management Sales Officer

3 weeks ago


San Jose, United States Comerica Bank Full time
Treasury Management Sales Officer III
The Treasury Management Sales Officer III is responsible for increasing the bank’s profitability by expanding the use of Treasury Management services among Comerica’s business customers and prospects.

Position Competencies
Successful incumbents possess a strong customer focus, make quality decisions, have a drive for results, are good listeners, negotiate well, have organizational agility, have solid presentation skills, and manage their time well.

Position Responsibilities:

Increases the bank’s profitability by using a professional, consultative selling approach in expanding the use of Treasury Management services among Comerica’s business customers and prospects.
Develops strong relationships with existing customers and lending officers to retain and develop new business.
Prospects for new relationships “leading with Treasury” for the bank within an assigned territory or business segment.
Plans, organizes, manages and sells Treasury Management services within an assigned territory to a diverse set of customers and prospects.

Position Qualifications

Bachelor’s degree from an accredited university OR 6 years of financial services experience
6 years of experience selling financial services
3 years of experience with Treasury Management products in either a sales or customer service environment
3 years of experience utilizing Microsoft Office Products including Word, Excel and PowerPoint
Certified Treasury Professional Accreditation recommended

Walnut Creek
8:00am – 5:00pm Monday – Friday

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