Treasury Management Sales Officer

JOB SUMMARY:
The TM Sales Officer 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 Relationships. This includes both new/prospective and existing members and will require the individual to work closely with their Commercial Banking peers, referral network and centers of influence to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the business member. In some markets they will also support Branch & Bank Staff. 

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• The TM Sales Officer (TSO) is held 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 revenue values between 5 million to 50 million. In some cases the TSO will also pursue client prospect opportunities outside of the portfolio. The TSO works closely with several partners such as Commercial Banking RMs, Treasury Sales Portfolio Managers, 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 client contacts independently and/or jointly with the Relationship Manager.


• Demonstrates a pro-active approach to managing and identifying Treasury Management opportunity leads within the existing portfolio for expansion and retention efforts, and in working with their peers in the Commercial Banking Department regarding their targeted prospects for business development efforts.


• Responsible for meeting quarterly/annual goals and sales activity by developing and executing a strategy to generate new deposits and fee income.


• Demonstrate in-depth knowledge of Treasury Management products to educate existing and prospective Business Members 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 in-person, conducting periodic relationship reviews (in-person or via phone), preparing all necessary sales presentations and pricing pro-formas. Prepares and participates in responses to Requests for Proposal’s (RFP’s) coordinating 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.


• The TSO will leaf the Quarterly Call Planning Process (QCP) with a focus on both high and mid-level clients for relationship retention and expansion. This is accomplished through the thoughtful identification of client need identification and process improvements.


• Manages and tracks an active pipeline that focuses on sales calls, opportunities, expected revenue, pipeline stages, customer reviews, etc. for all active opportunities.


• Conducts on-going training and education sessions for all member facing bank staff in designated territory. This could include product presentations, consultative selling discussions and client success stories.


• Provides support to TSO levels I and II on more complex and larger treasury opportunities.


• In order to be successful, a TSO must maintain a strong client focus while also understanding the operational aspects of the bank.  A strong bank and industry awareness of various treasury products and services used by clients will also aid in the success.  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.   Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics.


• Adhere to Seacoast Bank’s Code of Conduct.

EDUCATION AND/OR EXPERIENCE:

• At least 5 years of demonstrated success in direct sales roles in a treasury or cash management capacity.


• Strong business/financial acumen to align to core Key Performance Indicators within our client’s treasury operations ecosystems.


• Demonstrates the ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts.


• Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction.


• Broad and deep familiarity with global treasury management products, services, and trends


• Bachelor’s or master's degree in a related field of study or equivalent work experience in a similar field


• CTP designation preferred.


• Excellent written and verbal communication skills.


• Proficient in Microsoft Office

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.