Treasury Management Sales Officer

Seacoast Bank•Tampa, FL

23h

About The Position

The TM Sales Officer will be responsible for generating deposit growth and increasing fee income through a consultative approach to selling Treasury Management products and solutions to Commercial Banking Relationships. This includes both new/prospective and existing members and will require the individual to work closely with their Commercial Banking peers, referral network and centers of influence to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the business member. In some markets they will also support Branch & Bank Staff.

Requirements

At least 5 years of demonstrated success in direct sales roles in a treasury or cash management capacity.
Strong business/financial acumen to align to core Key Performance Indicators within our client’s treasury operations ecosystems.
Ability to foster strong partnerships within the core team.
Ability to build sincere rapport with client contacts.
Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction.
Broad and deep familiarity with global treasury management products, services, and trends.
Bachelor's or master's degree in a related field of study or equivalent work experience in a similar field.
Excellent written and verbal communication skills.
Proficient in Microsoft Office.

Nice To Haves

CTP designation preferred.

Responsibilities

Managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Commercial Banking Relationship Managers for entities with corporate revenue values between 5 million to 50 million.
Pursuing client prospect opportunities outside of the portfolio.
Working closely with partners such as Commercial Banking RMs, Treasury Sales Portfolio Managers, and Credit underwriters.
Working directly with outside vendors for various Treasury Management.
Having daily face-to-face or virtual interactions with client contacts independently and/or jointly with the Relationship Manager.
Demonstrating a pro-active approach to managing and identifying Treasury Management opportunity leads within the existing portfolio for expansion and retention efforts.
Working with peers in the Commercial Banking Department regarding their targeted prospects for business development efforts.
Meeting quarterly/annual goals and sales activity by developing and executing a strategy to generate new deposits and fee income.
Educating existing and prospective Business Members on the features, benefits and value propositions related to each Treasury Management service.
Calling on customers in-person, conducting periodic relationship reviews (in-person or via phone), preparing all necessary sales presentations and pricing pro-formas.
Preparing and participating in responses to Requests for Proposal’s (RFP’s) coordinating with third-party vendors and the Commercial Banking Department as necessary.
Collaborating and maintaining communication with Commercial Banking Department peers and Branch partners to stay current on customer relationships and provide seamless service.
Leading the Quarterly Call Planning Process (QCP) with a focus on both high and mid-level clients for relationship retention and expansion.
Managing and tracking an active pipeline that focuses on sales calls, opportunities, expected revenue, pipeline stages, customer reviews, etc. for all active opportunities.
Conducting on-going training and education sessions for all member facing bank staff in designated territory.
Providing support to TSO levels I and II on more complex and larger treasury opportunities.
Maintaining a strong client focus while also understanding the operational aspects of the bank.
Maintaining an open line of communication with core team members such as the Commercial Banker and Treasury Portfolio Manager.
Managing and leading strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.
Maintaining a consistent level of goal achievement and challenging themselves with performance metrics.
Adhering to Seacoast Bank’s Code of Conduct.