Summary of the Position:
The Inside Sales Representative (ISR) will broaden our existing client relationships and seek new business opportunities in a defined geography while working from our Pittsburgh offices. Successful candidates will proactively contact financial advisors to assist them in implementing TriState Capital Bank strategies, in particular, the Bank’s securities-based lending products. Inside Sales Representatives act as a critical link between resources available at the corporate offices of TriState and their external sales partners towards the achievement of sales goals.
Primary Functions of the Position:
- Collaborate with external sales partner / sales management in creating and implementing a business plan to expand our relationship with existing clients (financial advisors) and identify potential new clients (financial advisors)
- Coordinate / schedule meetings and/or calls with financial advisors / staff to provide relationship management support services and assist with initial loan application completion
- Meet all KPIs outlined for the team, which promote the overall growth of the territory
- Take the lead on certain aspects of the business plan, while also managing the follow-up for the efforts of external sales partner, which includes meeting follow ups, presentations, conference preparations, and sales kits
- Present all TriState’s product offerings to our clients, to help them understand how we complement their business
- Develop, implement, and maintain a drip marketing strategy to stay “Top of Mind” for lending opportunities in the region
- Maintain a deep knowledge of product offerings and be able to conduct one on one meetings with advisors, deliver presentations, as well as conduct joint meetings with external partner in the field
Education and Experience Requirements:
- Bachelor’s Degree in a Finance-related discipline
- 1-3 years of financial services experience, including previous experience in financial sales or client services with demonstrated achievement of goals
- Experience with a CRM platform such as Salesforce
- Experience working in a relationship driven line of business
- Experience working with high net worth clients and top-producing advisors / agents is a plus
Essential Skills and Abilities:
- Excellent communication and interpersonal skills
- General knowledge of insurance, banking, lending, and financial marketplace a plus
- Strong prospecting and customer services skills
- Ability to use independent judgement and critical thinking
- Proficient in MS Office, specifically Excel and Word
- Entrepreneurial: Willingness to make independent decisions and improve processes that contribute to the territory business objectives
- Creativity: Develops innovative ways to demonstrate to our client’s best practices in implementing Tristate strategies and help them identify investment opportunities
- Competitiveness: Motivated by being in a professionally competitive atmosphere
- Curiosity: Interested in understanding capital markets and how individual investors utilize asset management/banking products to achieve their financial goals
- Ethical: Unwavering commitment to doing what is right for the client and for the company