Job Title: Treasury Management Sales Officer
Department: Treasury
Location: Villanova, PA
Summary of the Position:
Experienced sales consultant / officer position responsible for the development of TM business for a deposit centric prospecting base, geographic area or market segment. This position partners with relationship managers and regional presidents in a consultative selling role and is responsible for meeting annual sales goals and sales activity targets by developing and executing a strategy to retain and fully penetrate new treasury management relationships.
Primary Functions of the Position:
- Sales Support
- Develops sales plans for territory and key customer accounts and deposit centric targets
- Increased autonomy in managing assigned territory, requiring minimal assistance from management
- Actively shares knowledge and market experience with peers, less experienced team members, and is a participant in TM initiatives.
- Recognizes and supports our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company
- 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.
Education and Experience Requirements:
- Bachelor’s Degree required
- 7+ years of experience in one or a combination of the following: sales, business development, or treasury management
- 7+ years of business-to-business sales experience or treasury management sales experience with deposit centric industries
Essential Skills and Abilities:
- Strong negotiation and influence skills.
- Experience exceeding established sales and customer satisfaction goals
- Excellent verbal, written, and interpersonal communication skills
- Strong presentation skills
- Experience in business development or sales of treasury management products and services to deposit centric companies
- Strong knowledge of treasury management product and services
Job Title: Department: Location:
Treasury Management Regional Sales Specialist Treasury
Villanova, 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
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.
Job Title: Portfolio Manager C&I
Department: Credit C&I
Location: Philadelphia, PA
Summary of the Position:
The Commercial and Industrial (C&I) Portfolio Manager assists the relationship managers with the underwriting of credit and the ongoing administration of loan portfolios to ensure that the Bank maintains high credit quality and to provide more time for the relationship managers to generate new business opportunities.
Primary Functions of the Position:
- Underwrites requests for credit extensions to new and existing clients
- Performs detailed financial analysis primarily for Commercial & Industrial lending opportunities
- Prepares the following for presentation to Senior Loan Committee by the relationship managers:
- Credit Approval Requests (CAR)
- Modifications
- Covenant Waivers / Amendments
- Periodic Reviews
- Manages / monitors assigned portfolio for:
- Borrower Credit Trend
- Accurate and Timely Risk Rating
- Required Financial Reporting
- Covenant Compliance
- Borrowing Base Availability
- Payment Delinquencies
- Overdrafts
- Ensures compliance with the Bank’s credit policies and procedures, identifying exceptions for approval when they occur
- Ensures the initial set-up of credit facilities on Baker Hill and other internal systems is consistent with the reporting requirements contained in the loan documents
- Prepares periodic financial reviews where required
- Ensures the timely spreading of interim and annual financial statements provided by clients
- Accompanies the relationship manager on prospect / client calls when appropriate
Education and Experience Requirements:
- Bachelor’s Degree in Accounting, Finance, or related field; MBA preferred
- Minimum 5 years of credit analysis and underwriting experience
- Completion of bank commercial credit training program
Essential Skills and Abilities:
- Demonstrated knowledge of accounting theory and its practical application in the credit underwriting process
- Strong analytical skills including the ability to read and assess individual and company financial statements, cash flow, industry, competition and projections
- Excellent organizational skills, attention to detail, and the ability to work in a fast-paced environment and complete assignments in a timely manner with minimal direction
- Strong written and verbal communication skills
- Strong presentation skills
- Ability to work independently and within a team
- Proficient in various spreadsheet applications, including the use of graphs, charts and Moody’s financial analysis software
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.