Treasury Management Sales Officer (TMSO)

Discover Financial
New York, Louisiana, Miami, Richmond, Plano, Houston, Virginia, New Jersey
Workplace: OnsiteFull timeUSD 146,600 - 167,300 annuallyFunction: Finance & AccountingEducation: bachelorsSkills: ["Communication","Client-facing skills","Partnership building","Problem-solving"]

Drive growth and profitability by closing new Treasury Management business and deepening relationships with existing clients. Own prospecting and production goals within an assigned market, schedule calls with business bankers/virtual bankers, and manage onboarding by coordinating with the onboarding team. Deliver consultative sales presentations, propose financial services, execute implementation documentation, and maintain CRM/SRM reporting while supporting clients with fraud-mitigation guidance.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Discover Financial
Discover Financial
1 week ago

Treasury Management Sales Officer (TMSO)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live

Job Summary

Drive growth and profitability by closing new Treasury Management business and deepening relationships with existing clients. Own prospecting and production goals within an assigned market, schedule calls with business bankers/virtual bankers, and manage onboarding by coordinating with the onboarding team. Deliver consultative sales presentations, propose financial services, execute implementation documentation, and maintain CRM/SRM reporting while supporting clients with fraud-mitigation guidance.
Location: New York, Louisiana, Miami, Richmond, Plano, Houston, Virginia, New Jersey
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Build and maintain relationships with Business Bankers and Virtual Business Bankers in assigned markets
  • •Schedule calls with prospects and existing customers to generate treasury management and deposit business
  • •Achieve or exceed production goals and manage referrals to close new business
  • •Use a consultative sales approach to propose financial services and prepare sales presentations (including pricing)
  • •Coordinate onboarding with the Onboarding Team, execute implementation documentation, and follow up to ensure client satisfaction

Pay and Benefits

Salary: USD 146,600 - 167,300 annually

Key Requirements

  • •At least 3 years of Treasury Management Sales experience
  • •At least 2 years of Banking experience
  • •Bachelor’s Degree or military experience
  • •5+ years of Treasury Management Sales experience
Experience:BankingFinancial servicesTreasury management
Education:Bachelor's
Skills:CommunicationClient-facing skillsPartnership buildingProblem-solving

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Discover Financial
Provides consumer banking products, credit cards, personal loans, and payment services through the Discover brand. It operates a major U.S. financial network and serves individuals and merchants with lending and digital payment solutions.
Industry: Retail Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 10M to 25M
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Riverwoods, United States
Founded: 1985
WebsiteLinkedIn