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Responsible for the overall management of the Treasury Solutions sales team within the assigned client group (including business development and retention, talent management, portfolio pricing, risk management and compliance) to ensure strategic sales objectives are met, revenue and profit goals are achieved, and sales results are appropriately reported.
Responsible for the selection, training, development, and evaluation of the teammates supervised. Establish and maintain strong working relationships with all business partners.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below.
Specific activities may change from time to time.
- Overall management and direction of Treasury Solutions Sales team for Treasury Solutions teammates in assigned line of business and coverage (Small Business, Business Banking, Commercial Community Bank), including vision and strategy development, establishment and accomplishment of profitability, growth and revenue goals, and creation and implementation of high-impact business, people and sales initiatives.
- Direct and coach the sales team in consultative selling practices (working capital services and solutions, including receivables, payables, fraud prevention, information reporting and liquidity solutions) and portfolio analytics.
- Drive sales utilizing various levers including pipeline discipline & management, client calling efforts, talent management rewards & compensation design and through market connectivity with clients, the Line of Business, Treasury Operations, Integrated Relationship Management partners, and others.
- Develop, recruit and export top talent.
- Represent Treasury Solutions sales organization both internally and externally, including industry presentations and internal meetings / discussions.
- Adhere to and follow all applicable policies and procedures. Proactively escalate issues and risks to leadership's attention.
QUALIFICATIONS
Required Qualifications :
- Bachelor's degree or an equivalent combination of education and related work experience.
- 7 years of demonstrated success in Treasury Management sales management or 10 years of experience in Treasury Management sales or related financial services management.
- 7 years experience in team selling with a deal team concept.
- 2 years of management or supervisory experience.
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Preferred Qualifications :
- Master's degree in Business or related field, or equivalent education and related training.
- Certified Treasury Professional.
- Experience working in liquidity and cash management environment, broad knowledge of Truist bank and products.
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