First Horizon Bank Logo

First Horizon Bank

Treasury Management Sales Officer Senior

Posted 17 Hours Ago
Be an Early Applicant
Remote
2 Locations
Senior level
Remote
2 Locations
Senior level
Develops and executes Treasury Management sales strategies for existing, new, and prospective commercial clients. Drives revenue and sales goals through networking, client needs analysis, product proposals, working capital analysis, and partnership with Relationship Managers. Provides treasury product demonstrations and training, supports onboarding, manages analyst workloads, tracks implementation timelines, and prepares reports for management. Requires strong knowledge of treasury products, pricing, payment and receivable processes, and cash flow analysis.
The summary above was generated by AI

The Commercial Treasury Management Sales Officer Sr. primary function is to perform all aspects of business development for existing, new, and prospective Treasury Management product sales to all Lines of Business. The role will be responsible for consistently attaining annual sales goals and sales activity targets by developing and executing a business plan and strategy based on corporate goals and initiatives. Sales Officers are required to develop and execute regular calling programs, network externally, partner with key team members and analyze client needs to drive business results.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Grow Treasury Product revenue through direct sales to meet all assigned goals
  • Utilize networking, community and public relations activities to identify prospective Treasury Management client opportunities
  • Perform product research and identify appropriate solutions for customer requirements and satisfaction
  • Communicate and coordinate with assigned Relationship Managers to support and develop relationships with business clients and partners
  • Review sales goals with Relationship Managers and ensure RMs are advised of calling strategies, product strategies and initiatives
  • Partner with Relationship Managers to develop annual business plans that include prospect and client growth objectives and collaboratively track success to plan throughout the fiscal year.
  • Understand client business goals, environments, strategies and industry trends to become a trusted advisor and to identify solutions to solve for customer pain points
  • Understand our competitors’ environment, capabilities and gaps to effectively position First Horizon Treasury Management Services value proposition
  • Prepare analysis pro forma and sales proposals for client presentations with the support of the Treasury Management Sales Analyst
  • Demonstrate proficient in knowledge of all strategic TM solutions and their benefits to our clients
  • Perform solutions oriented working capital analysis to drive product adoption for clients and prospects
  • Participate on client calls and analyze client treasury services requirements
  • Assist Treasury clients with product training and product demonstrations as needed
  • Manage work load of assigned Treasury Management Sales Analyst for efficient onboarding and exceptional client experience
  • Gather data and prepare reports for Sr. Management and Relationship Managers
  • Support onboarding and Treasury Management Support teams as needed
  • Track sales activities and timelines to ensure that the deliverables within onboarding project plans are met and are on-time
  • Administer work according to internal and external policies and procedures of the bank
  • Support organizational growth
  • Other duties as assigned

 

EXPERIENCE

  • Bachelor’s Degree required
  • 6+ years of experience in Treasury Management Sales
  • CTP or MBA Preferred
  • Knowledge of Account Analysis and Treasury Management Pricing required
  • Understanding of Payment and Receivable processes and working capital and cash flow analysis

 

SKILLS AND ABILITIES REQUIRED

  • Excellent communication skills required, both written and verbal
  • Strong attention to detail and good planning and organization skills
  • Seize opportunities without direction
  • Proficient in working capital and cash flow conversion analysis
  • Excellent Client Service skills
  • Able to modify sales approach to suit client personalities
  • Adaptable, open to, and respectful of differing points of view
  • Ability to cope with organizational change in a positive manner
  • Anticipate change in business environment
  • Able to manage multiple demands and shifting priorities
  • Proficient computer skills; Microsoft Word, Excel and Outlook. Technical expertise is preferred

Hours:

  • Monday - Friday
  • 8:00 AM - 5:00 PM


About Us
 

First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.  

Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits

Follow Us
Facebook
X formerly Twitter
LinkedIn 
Instagram 
YouTube

About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.

Benefit Highlights
• Medical with wellness incentives, dental, and vision 
• HSA with company match 
• Maternity and parental leave 
• Tuition reimbursement 
• Mentor program 
• 401(k) with 6% match 
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits

Follow Us 
Facebook 
X formerly Twitter 
LinkedIn 
Instagram 
YouTube 

 

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities 
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Similar Jobs

41 Minutes Ago
Remote or Hybrid
IL, USA
40K-56K Annually
Junior
40K-56K Annually
Junior
Information Technology
Supports account managers and field sales teams through quote creation, order processing, bid management, contract selection, and order-status updates. Resolves escalations through ServiceNow and maintains sales-order systems, including releasing orders on hold. Interacts with customers and internal teams to ensure smooth order fulfillment, provides product configurations and quotes, and develops product and technology sales knowledge.
Top Skills: AgiloftAs400Bid RouterChangepointCiscoExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft WordSales Order RouterServicenowSpsSynapseWebex
41 Minutes Ago
Remote or Hybrid
US
95K-132K Annually
Senior level
95K-132K Annually
Senior level
Information Technology
Provides national technical presales leadership for NetApp storage, data management, data protection, cyber resiliency, hybrid cloud, and AI infrastructure solutions. Partners with customers, sellers, engineers, services teams, and NetApp to design architectures, conduct workshops, develop proposals and bills of material, support strategic sales opportunities, and communicate technical value. Acts as a NetApp subject matter expert, mentors field teams, maintains certifications, and develops reusable solution assets.
Top Skills: Ai InfrastructureAmazon Web ServicesCloud StorageContainersCyber ResiliencyData ProtectionEnterprise StorageGCPHybrid CloudKubernetesAzureNetappOntapRed Hat OpenshiftVirtualizationVmware Cloud Foundation
41 Minutes Ago
Remote or Hybrid
IL, USA
158K-214K Annually
Expert/Leader
158K-214K Annually
Expert/Leader
Information Technology
Advises CDW and healthcare customers on technology strategies, emerging solutions, and industry challenges. Builds executive relationships, evaluates technology offerings, shapes solution packages, qualifies opportunities, and collaborates with sales, partners, and internal teams. Presents solutions, influences requirements, trains sellers, and supports customer meetings, conferences, and strategic initiatives. Requires deep healthcare industry expertise, technology leadership, strategic planning, strong communication, and the ability to navigate complex regulated environments.
Top Skills: AITechnology ArchitectureTechnology ConfigurationTechnology IntegrationsTechnology Troubleshooting

What you need to know about the Boston Tech Scene

Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.

Key Facts About Boston Tech

  • Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
  • Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
  • Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
  • Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account