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Responsibilities:

+ Contribute to Raymond James Bank success in achieving its annual sales & revenue plans by carrying out targeted deposit generating strategies.

+ Develop sales scripts to effectively offer the products and teach the sales force how to position the products through deal flow.

+ Actively prospect new deposit relationships with C-Suite Executives at small to middle market companies by partnering with Banking professionals.

+ Work closely with PCG Cash Solutions team to coordinate sales efforts around campaigns.

+ Penetrate existing client relationships.

+ Lead client meetings and create client proposals.

+ Act as SME and provide guidance on corporate deposit related issues to Banking professionals and clients.

+ Resolve client requests and/or issues independently.

+ Provide insight into new banking products and solutions and provide guidance around competitiveness.

+ Prepare documentation and follow through for proper booking of sales credit, etc.

+ Maintain reporting and results tracking to provide insight into corporate deposit product sales and growth.

+ Maintain pricing exception reporting and expirations.

+ Present to senior management regarding deposit opportunities.

+ Attend and present at conferences as needed.

+ Collaborate with appropriate RJF stakeholders.

+ Ad-hoc projects as assigned by management.

Qualifications:

+ Bachelor’s degree in Finance, Accounting, Management, Marketing or 10+ years equivalent work experience in lieu of degree.

+ Minimum of 10 years of sales/financial services experience.

+ Masterful at relationship building and business development with strong influential and decision-making skills

+ Demonstrated business acumen with knowledge of unique industries and markets in conjunction with a broad knowledge of business banking products and services

+ Excellent communication skills with all levels of external and internal clients

+ Very strong written and verbal communication skills.

***SIE not required***