Treasury Management Sales Officer - Naples / Sarasota / St. Petersburg

Seacoast Bank CareersSarasota, FL
Remote

About The Position

The Treasury Sales Officer will be responsible for deposit growth and increasing fee income through a consultative approach to Treasury Management products and services to Retail Banking Customers. This includes both new and existing customers and will require working closely with their Retail Banking peers, referral networks and centers of influence to consult on sales opportunities and provide the product expertise consultation to deliver the best possible solutions to the customers. The incumbent will be a member of the Commercial Banking team and report to a Treasury Management Sales Manager.

Requirements

  • At least 2 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.
  • Demonstrates the ability to foster strong partnerships within the core team and the 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.

Responsibilities

  • Managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Retail Banking Team Members for entities with corporate revenue values between under 5 million.
  • Pursuing client prospect opportunities outside of the portfolio.
  • Working directly with outside vendors for various Treasury Management.
  • Having daily virtual interactions with client contacts independently and/or jointly with the Retail Banking Team Member.
  • Demonstrating a pro-active approach to managing and identifying Treasury Management opportunity leads within the existing portfolio for expansion and retention efforts, and in working with their peers in the Retail 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.
  • Demonstrating in-depth knowledge of Treasury Management products to educate existing and prospective Business Members on the features, benefits and value propositions related to each service.
  • Actively working connection leads for client relationship expansion.
  • Collaborating and maintaining communication with their Branch partners to stay current on customer relationships and provide seamless service.
  • 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. This could include product presentations, consultative selling discussions and client success stories.
  • Maintaining a strong client focus while also understanding the operational aspects of the bank.
  • Maintaining an open line of communication with core team members of the Retail Team.
  • 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.
  • Occasionally requiring travel within the Seacoast footprint.
  • Adhering to Seacoast Bank’s Code of Conduct.
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