Job Title: Treasury Management Sales Specialist
Department: Treasury
Location: Pittsburgh, PA
Summary of the Position:
The Treasury Management Sales Specialist will be responsible for marketing, managing and educating on the entire set of Deposit and Treasury Management product offerings. The incumbent will have individual goals to enhance the Bank’s depository and treasury management business.
Primary Functions of the Position:
- Sales Support
- Demonstrates mastery level proficiency in all Depository and Treasury Management products
- Assists in the development and execution of client onboarding and implementation, sales presentations, RFPs, Client Annual Reviews, Client Risk Assessments, and TM Analytics;
- Participates in joint and independent sales calling efforts for the Treasury Management Sales Team in order to recommend additional solutions and cross-sell products
- Consults with existing and prospective clients, by phone and in person, to learn their business and serve as an additional sales resource in the absence of the RM and/or TM Sales representative
- Product Marketing
- Oversees all Marketing collateral as it relates to depository and Treasury Management products
- Performs periodic Marketing / Sales campaigns
- Provides education and knowledge of products to internal partners and to existing and prospective clients
- Product Management
- Provides detailed analytics on depository and TM products
- Develops and maintains effective relationships with product vendors
- Provides technical support for complex Deposit and Treasury Management sales calling efforts
- Effectively manages operational risk and compliance
- Other responsibilities including but not limited to:
- Facilitates new processes, tools, communications and training to ensure the bank’s success
- Acts as a brand ambassador for TriState with every prospect
- Maintains and manages a system to effectively track and report on pipeline and sales initiative
- Assists in developing sales processes, procedures, and departmental goals and initiating strategies that will improve team results
Education and Experience Requirements:
Bachelor’s Degree or equivalent
- Minimum 5 years of combined sales and depository / treasury management experience.
Essential Skills and Abilities:
- Exceptional interpersonal, communication, and presentation skills
- Exceptional planning, time management, and organization skills
- Demonstrated analytical and problem-solving capabilities
- Demonstrated ability to work independently and build relationships
- Ability to work in a high-energy, fast-paced work environment and adapt quickly to changing circumstances
TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
TriState Capital Bank is an Equal Opportunity Employer
This position provides a significant opportunity to contribute to the exciting growth of TriState Capital Bank (the “Bank”). This position reports to the Chief Deposit and Administrative Officer of the Bank. Through effective leadership, collaboration, and engagement, the TM Solutions Officer will serve as a key advisor to executive-level management on treasury management related issues and will help execute on the Bank’s deposit and Treasury Management growth strategy to build on historic success by driving scalability. The role comes with direct and material influence on the TM business’s overall profitability and is critical to the success of cash management solutions at the Bank by strategically positioning the Bank through identifying and pursuing competitive TM products and services.
Primary Functions of the Position:
- Help to scale TM solutions in line with existing and prospective TM opportunities.
- Align and fill gaps between TM sales, operations, product management, change management, and second lines of defense.
- Enhance knowledge and expertise of our engagement in the money transfer ecosystem including ACH and money transfer options.
- Strategic planning development for deposit and treasury management by working with all constituents.
- Control environment, client and vertical risk assessment, customer due diligence and other first line operational risk management in line with size and success of the business and prospects.
- Soc 1 development to support access to a broader client base.
- Data and analysis to support performance, oversight, and management.
- Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning.
- Raise new solution ideas while partnering with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions.
- Promote and develop overall pricing hygiene and guidance, including the refinement of benchmarks, and oversight of the governance processes.
- Continue to emphasize our focus on cost-effective balance focus continues to be the priority] Promote and develop innovative pricing schemes, including dynamic volume or activity-based price tiering, that may span across other areas of the business.
- Maintain awareness of market conditions.
- In support of the mandate for cost-effective and stable balances, compliment with opportunities to grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships.
- Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated deposit solutions within a consultative and client driven framework.
- Detect and address real or potential client experience impacts or revenue leakage, through billing errors or sub-optimal pricing schemes.
- Leverage the Bank’s technology systems to enhance operational improvements with a focus on performance, measurement, and accountability.
- Sponsor, oversee, and manage complex deposit projects. Utilize internal and external resources, technology, and continuous improvement techniques to report metrics, improve processes, create more capacity, and deliver greater value to customers.
- Oversee TM Risk and Policies (including but not limited to ACH, Remote Deposit Capture, Wire policies)
Qualifications – External
Education and Experience Requirements:
- Thorough knowledge of bank deposit products and services
- Thorough knowledge of bank accounting, regulations, policies, and procedures
- Minimum 15 years of cash management sales, support, and business development
- Bachelor’s degree in Business Administration or related discipline preferred
- Certified Treasury Professional designation
Essential Skills and Abilities:
- Strong creative solution and problem-solving abilities
- Ability to work independently and be self-motivated
- Ability to prioritize among many important matters
- Detail oriented
- Strong organizational and project management skills
- Ability to work across peers, innovate, collaborate, and create consensus as well as execute leadership