Do you enjoy leading teams and building strategies for Treasury growth? You have found the right team!
As the Pacific Core Treasury Sales Head within the Middle Market Banking sector, you will be tasked with comprehensive management of a team of Treasury Sales professionals in the Pacific Region.
Your responsibilities will include fostering and maintaining trusted advisor relationships across Commercial Banking and Payments.
You will be expected to forge strong partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
A significant part of your role will involve facilitating the development of the Treasury Management Officers and Treasury Sales Associates, ensuring an exceptional client experience while managing risk and providing appropriate guidance to the team.
Additionally, you will be responsible for the creation and execution of market and product strategies, utilizing your leadership skills to oversee a team of Treasury Sales professionals.
Job responsibilities
- Recruit, train, lead, coach, and motivate Team
- Oversee the Pacific Middle Market Treasury Solutions budget, sales goals and P&L
- Develop, monitor and analyze performance metrics to evaluate effectiveness relative to key metric performance and goals
- Work with Middle Market leadership to formulate and execute market strategy for Treasury Solutions
- Develop regional / district strategies to drive growth
- Cultivate larger prospect relationships of regional / national scope
- Oversee the development of actionable relationship plans for select clients
- Engage in a disciplined marketing process and quality call activities
- Manage customer expectations by communicating upfront timelines and deliverables
- Partner with the client to ensure a successful implementation of Treasury Solutions
- Protect the firm by applying sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
- Bachelor’s Degree
- 15+ years’ experience in Treasury Services, Financial Services or related business experience
- 5+ years of management experience
- Experience in managing geographically distributed team, and managing managers
- Deep understanding and direct background in the California market.
- Sales management in an outside business to business sales environment with a documented track record of success / top performance
- Strong understanding of corporate treasury market
- Strong coaching, motivation and leadership skills; ability to network, recruit, train, develop and promote field sales managers
- Ability to develop, drive and articulate strategy and vision for the team and lead a sales force
- Ability to measure key performance metrics and drive organization accordingly
- Sense of urgency and ability to manage and direct staff and deliver all facets of performance management (coaching, career mobility, reviews, action plans, etc.
Preferred qualifications, capabilities, and skills
- Ability to develop and build strong relationships with clients and internal stakeholders.
- Ability to measure key performance metrics and drive organization accordingly
- Ability to leverage expert knowledge to proactively and creatively present solutions to clients and prospects or to guide a team to this result
- Ability to provide strong leadership across a team, provide business guidance and support.
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