Summary of the Position
The Treasury Management Specialty Sales Officer (“TMO”) will execute the Treasury Management Specialty Sales Strategy. The TMO is responsible for managing the specialty sales portfolio, generating new business and providing representation of the bank in the market. The TMO is responsible for developing new/enhanced business relationships with select clients nationally and within the Bank’s footprint. This position requires consultative selling to targeted niches within Treasury Management is responsible for meeting individual annual sales goals. Responsibility includes strategizing to target and develop the deposit/treasury niches, developing and executing sales strategies to retain and fully penetrate new treasury management relationships. This position reports directly to the Head of Treasury Management Sales and Strategy.
Primary Functions of the Position:
- Demonstrates mastery level proficiency in all Depository Services and Treasury Management products
- Responsible for independent, consultative sales calling efforts focusing on treasury management opportunities primarily related to targeted industry verticals (mostly comprehensive payments and related services).
- Consults with existing and prospective deposit centric clients, by phone and in person, to learn their business & industry trends.
- Develops individual sales prospecting regimen, plans to achieve production goals and initiating strategies that will improve efforts and subsequent results.
- Drives visibility through industry engagement, conference participation and other activities to develop prospective client relationships and generate treasury management fee revenue and operating
- Provides education and knowledge of products to internal partners and to existing and prospective clients
- Become an industry expert as it relates to targeted industries and share knowledge within the bank and among prospect/client base.
- Effectively manages operational risk and compliance associated with
Education and Experience Requirements:
- Bachelor’s Degree or equivalent
- Certified treasury Professional (CTP) preferred but not required
- 5+ years of experience in one or a combination of the following: sales, business development, payment centric industries sales or treasury management sales experience
- Proven experience in complex, comprehensive payments/technological solutions and a strong understanding of related business applications, risk management protocols and
- Ability to generate calling activity and corresponding business by being a self-starter and leading opportunities independent of lending/credit.
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
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
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
Summary of the Position:
The Treasury Management Sales Associate will be responsible for assisting the TM Sales officer and specialist team in marketing, managing and educating on the entire set of Deposit and Treasury Management product offerings. The incumbent will have team 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
- 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
- Provides technical support for complex Deposit and Treasury Management sales calling efforts
- Effectively manages operational risk and compliance
- Other responsibilities include, but are not limited to:
- Facilitating new processes, tools, communications and training to ensure the bank’s success
- Acting as a brand ambassador for TriState with every prospect
- Maintaining and managing a system to effectively track and report on pipeline and sales initiatives
- Assist 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 3 years 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
