Treasury Management Sales Specialist

Raymond James•New York, NY

1d•$100,000 - $200,000

About The Position

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

Requirements

Bachelor’s Degree or equivalent
Minimum 5 years of combined sales and depository / treasury management experience.
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

Responsibilities

Marketing, managing and educating on the entire set of Deposit and Treasury Management product offerings
Enhance the Bank’s depository and treasury management business
Assist in the development and execution of client onboarding and implementation, sales presentations, RFPs, Client Annual Reviews, Client Risk Assessments, and TM Analytics
Participate in joint and independent sales calling efforts for the Treasury Management Sales Team in order to recommend additional solutions and cross-sell products
Consult 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
Oversee all Marketing collateral as it relates to depository and Treasury Management products
Perform periodic Marketing / Sales campaigns
Provide education and knowledge of products to internal partners and to existing and prospective clients
Provide detailed analytics on depository and TM products
Develop and maintain effective relationships with product vendors
Provide technical support for complex Deposit and Treasury Management sales calling efforts
Effectively manage operational risk and compliance
Facilitate new processes, tools, communications and training to ensure the bank’s success
Act as a brand ambassador for TriState with every prospect
Maintain and manage a system to effectively track and report on pipeline and sales initiative
Assist in developing sales processes, procedures, and departmental goals and initiating strategies that will improve team results