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Rockbridge Search & Recruitment 27/10/2025

TM Sales Officer

Ref #: 128
Location: S. California S. California
2026-01-27
Salary: $125-150k
Sector: Banking
Type: Permanent

Murrieta, CA
???? $125,000 – $150,000

Are you a banking professional who thrives at the intersection of strategy, relationship-building, and results? We’re seeking a TM Sales Officer who is not just smart, but also savvy, ambitious, and deeply committed to helping clients navigate their financial journeys with confidence. This role is more than just numbers—it’s about building trust, creating opportunities, and elevating every client interaction into a meaningful experience.

As our TM Sales Officer, you will:

  • Drive Business Growth: Strategically identify, cultivate, and expand relationships with clients to meet and exceed ambitious sales targets.

  • Provide Expert Guidance: Deliver insightful financial solutions tailored to client needs, leveraging your deep understanding of banking products and services.

  • Collaborate Across Teams: Work seamlessly with internal partners to ensure a holistic approach to client success, aligning sales strategies with operational execution.

  • Analyze and Strategize: Interpret market trends, assess client portfolios, and develop creative approaches to optimize growth and mitigate risk.

  • Lead with Integrity: Uphold the highest standards of professionalism, ethics, and client-centric service in every decision and interaction.

What we’re looking for:

  • Proven success in sales within the banking or financial services industry.

  • Exceptional communication skills—both written and verbal—paired with a natural ability to influence and inspire.

  • Analytical mindset with the capacity to translate complex financial data into actionable insights.

  • A relationship-focused approach, capable of nurturing long-term client loyalty.

  • Motivated, self-directed, and strategic thinker who thrives in a fast-paced environment.

Why you’ll love this role:

  • Work in a supportive, ambitious team where your ideas and contributions matter.

  • Access to cutting-edge tools and resources to help you grow client relationships and drive results.

  • Competitive compensation with the opportunity for performance-based incentives.

  • Make a tangible impact in Murrieta’s thriving financial landscape while advancing your career.

If you’re a clever, motivated, and client-focused sales professional ready to elevate your career, this is your opportunity to shine.

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