Treasury and Payment Solutions (TPS) National Sales Director

Wisconsin Bank and Trust, a division of HTLF Bank, is an equal opportunity employer committed to creating a diverse workforce.

We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Check you match the skill requirements for this role, as well as associated experience, then apply with your CV below.

Wisconsin Bank and Trust, a division of HTLF Bank, is a growing dynamic organization with many locations offering uniquely different banking and financial solutions for businesses and personal clients.

As a performance-driven company, we strive to create a culture of excellence with high standards and high values while providing outstanding growth and involvement opportunities for employees.

Join a team that makes "Great Things Happen!"™

Position Overview

The TPS National Sales Director leads all aspects of the Treasury Management sales division including the sales analyst team.

This role drives non-interest-bearing deposit growth and fee income growth of Treasury Management products. This role oversees the performance of HTLF’s TM sales programs for significant growth with a focus on sales strategy planning and business development efforts.

Primary Responsibilities

• Develops and executes sales strategies to achieve revenue targets for deposit growth and treasury management products and services.
• Develops sales, marketing and business development plan for self and sales officers; holds sales officers accountable to successfully executing plans.
• Drives business development efforts to acquire new clients and expand existing relationships by generating pipeline deal flow from collaboration with RMs as well as self-sourced deals.
• Develops product roadmap needed to support our clientele, implements promotional campaigns and product launches while collaborating with product management.
• Ensures governance of pricing approvals is adhered to.
• In coordination with your sales team, joins in-market client meetings, presentations, and product demonstrations to highlight the value and benefits of treasury management offerings.
• Collaborates with internal teams, such as retail branches, product management and client care / support / implementation, to ensure smooth onboarding and ongoing support for clients.
• Hosts Client Advisory Meetings for commercial clients in-market to discuss upcoming new product capabilities in addition to demos and bringing awareness of current TM solutions that are offered.
• Establishes and manages a process with sales team to identify new business opportunities, focused industry verticals and prospective clients through networking, referrals, and business development efforts.
• Reviews and assists the sales team to generate leads, conduct prospect research, and qualify potential clients.
• Prepares and delivers persuasive sales pitches and proposals to win new business.
• Delivers and attends regular pipeline meetings, deposit and pricing committee meetings, and periodic loan committee meetings.
• Understands the competitive landscape and positioning of the organization's offerings.
• Maintains awareness of business and product-specific risks and able to create, monitor and maintain sound business practices.
• Establishes and monitors sales performance against targets / goals and key performance indicators (KPIs).
• Prepares regular sales reports, forecasts, and pipeline updates for senior management review.
• Utilizes CRM (Customer Relationship Management) software to track sales activities and manage client relationships.

Secondary Responsibilities

• Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.
• Other duties as assigned.

Management Responsibilities

• Works with department staff on individual professional development and career development opportunities. Facilitates team members in creating individual goals and development plans that align with the department goals.
• Works with HTLF's Talent Acquisition team to identify and hire the most qualified and talented individuals to fill open positions.
• Provides information and ongoing feedback to department staff regarding expectations and performance, salary adjustments and / or promotions.
• Addresses and resolves all performance concerns and issues in a timely manner.
• Prepares and conducts annual performance reviews within established deadlines.

Qualifications

• Bachelor’s degree required; MBA preferred.
• 10+ years of commercial banking experience within Treasury Management; required experience in Treasury Management Sales is a plus.
• 5-7 years of leadership experience required.
• Production-focused with demonstrated understanding across treasury management, commercial banking, marketing, product management, advisory, and business development required.
• High attention to detail at handling multiple competing priorities and duties in a fast-paced, rapidly changing environment required.
• Excellent leadership and management skills, with the ability to inspire and motivate teams to achieve organizational goals required.
• Excellent communication and interpersonal skills, with the ability to build relationships and influence stakeholders at all levels required.
• Demonstrated strategic thinking and business acumen, with a focus on driving revenue growth and profitability required.
• Proficiency with Salesforce CRM required.
• Certified Treasury Professional (CTP) designation highly preferred.

Travel Expectation

Up to 50% travel required.

Scheduled Weekly Hours

Time Type

Full time

The Targeted Salary For This Role Is

$197,202.00 - $256,363.00. You may also be offered incentive compensation and benefits. Benefits may include Medical, Dental, Vision, 401(k), Health Savings Account, Paid Time Off.

Actual compensation may vary based on geographic location of the specific role as well as work experience, education, and skills of the selected candidate.

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