Treasury Management Sales Officer IV

Description

JOB SUMMARY :

A Treasury Management Sales Officer IV 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 and Middle Market Relationships. This includes building and deepening relationships with both new / prospective and existing clients. The role will require the individual to work closely with their Commercial Banking partners, Branch partners, referral network, and centers of influence to identify sales opportunities and drive discovery conversation, solution identification, provide product expertise and consultation necessary to deliver the best possible solution to the business client.

ESSENTIAL DUTIES AND RESPONSIBILITIES :

• Responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Commercial Banking Relationship Managers for entities with corporate annual revenues between $5 million to $100 million. This role will also be responsible for identifying and driving prospect opportunities to the bank. The TSO works closely with several partners such as Commercial Banking RMs, Treasury Sales Portfolio Managers, Branch Partners, and Credit underwriters. They will also have worked directly with outside vendors for various Treasury Management This individual will have daily face-to-face or virtual interactions with business contacts independently and / or jointly with the Relationship Manager.
• Demonstrates a proactive approach to managing and identifying Treasury Management opportunities within the existing portfolio for expansion and retention efforts. This individual will also coordinate with their peers in the Commercial Banking Department regarding their targeted prospects for business development efforts.
• Responsible for leading and implementing a sales-driven process designed to meet quarterly / annual goals. A strong focus on sales activities will be required to identify new clients that drive deposit acquisition and fee income to the bank.
• Demonstrates in-depth knowledge of Treasury Management products to educate existing and prospective business clients on the features, benefits, and value propositions related to each service.
• Performs various activities in support of the sales function, including (but not limited to) calling on customers and prospects in-person, conducting periodic client relationship reviews (in-person or via phone), and preparing all necessary sales presentations and pricing proposals. Prepares and participates in responses to Requests for Proposals (RFPs), and coordinates with third-party vendors and the Commercial Banking Department as necessary.
• Collaborates and maintains communication with their Commercial Banking Department peers and Branch partners to stay current on customer relationships and provide seamless service.
• Manages and tracks an active pipeline that focuses on sales calls, opportunities, expected revenue, pipeline stages for all active opportunities. The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics.
• Conducts ongoing training and education sessions for internal bank partners in designated territory. This could include product presentations, consultative selling discussions, and sharing client success stories.
• Provides support to junior TSOs on more complex and larger treasury opportunities.
• This individual must maintain a strong client focus while also understanding the operational aspects of the bank. Given the senior level of the position, a deep bank and industry awareness of various treasury products and services used by clients is imperative. The TSO must maintain an open line of communication with core team members such as the Commercial Banker and Treasury Portfolio Manager to ensure all are kept informed of updated client information, treasury product information, and other industry knowledge.
• Responsible for managing and leading strategic dialogues around key client centric issues, leveraging best practices, identifying and solutioning opportunities for client efficiency, peer benchmarking, industry data analytics, and solutioning positioning.
• Adhere to Seacoast Bank's Code of Conduct.

EDUCATION AND / OR EXPERIENCE :

The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.

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