Treasury Management Sales Officer

Description

JOB SUMMARY :

The Treasury Sales Officer will be responsible for deposit growth and increasing fee income through a consultative approach to Treasury Management products and services to Retail Banking Customers. This includes both new and existing customers and will require working closely with their Retail Banking peers, referral networks and centers of influence to consult on sales opportunities and provide the product expertise consultation to deliver the best possible solutions to the customers. The incumbent will be a member of the Commercial Banking team and report to a Treasury Management Sales Manager.

ESSENTIAL DUTIES AND RESPONSIBILITIES :

• The Treasury Sales Officer (TSO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Retail Banking Team Members for entities with corporate revenue values between under 5 million. In some cases, the TSO will also pursue client prospect opportunities outside of the portfolio.
• They will also have worked directly with outside vendors for various Treasury Management
• This individual will have daily virtual interactions with client contacts independently and / or jointly with the Retail Banking Team Member.
• 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 Retail 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.
• Actively work connection leads for client relationship expansion.
• Collaborates and maintains communication with their 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, 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.
• 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 of the Retail Team 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.
• May occasionally require travel within the Seacoast footprint.
• 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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