Regional Treasury Management Sales Manager jobs in United States
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Seacoast Bank · 2 weeks ago

Regional Treasury Management Sales Manager

Seacoast Bank is seeking a Regional Treasury Management Sales Manager to oversee and enhance the performance of their Treasury Management sales team. The role focuses on business development, staff management, and strategic direction to meet revenue goals while fostering strong relationships across departments.

BankingFinancial ServicesLending
Hiring Manager
Phil Frazer
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Responsibilities

Overall management, performance and strategic direction of assigned TM sales team. Working with the TM Business Executive and peers from TM Product, Risk and Customer Experience on the plan to set needed sales strategy that lead to growth and meeting and exceeding revenue goals. Lead, direct and coach the sales staff assigned via an advisory sales approach with an emphasis on clients cash conversion processes. That process includes specific emphasis on needed ideas and best practices around optimizing processes related to improve liquidity management, payables, receivables, all facets of information reporting and always with an emphasis on mitigating fraud and risk for clients and the Bank
Drive sales performance through a consistent approach to client and portfolio planning and documenting next steps. Set tight and consistent TM sales pipeline calls. Build accountability toward week-to-week performance, call volumes and pipeline growth
Have premium focus on partnerships, communication, planning with Regional partners of the Commercial and Community Bank. Include key management partners in finalization of strategies and the execution plans for how TM can create successful outcomes for all. Create relationships that go well above normal “one on one” cadence and create mutual trust and transparency
Utilizes a distinct calling activity focus and strong pipeline disciplines by joint calling activities with the assigned sales team to model behavior and coach the quality of the cash flow conversation
Aid in total TM sales team plan around rewards, incentives and total compensation. Drive all facets of talent management to secure top talent in needed roles and be well connected within markets and the TM industry to stay on top of recruiting opportunities and market hiring dynamics. Knowing market dynamics while staying very current and demonstrating deeper TM industry expertise. Be willing and capable of delivering presentations and updates both internally within the Bank and within market and industry meetings/conferences
Drive the continued acquisition and management of low-cost deposits with a partnership with TM product teams
Be a positive contributor to supporting TM Product and TM Sales support for onboarding efforts and be valuable partner in sharing added feedback around sales team impact and client experience thru maintenance and on boarding processes
Identify complex client opportunities early and support formal meetings/structure to vet risk and technology intensive decisions thoroughly before commitments are made and in time to allow risk and technology partners to evaluate
Partner with the TM pricing team to maximize the profitably of our current customer base – making necessary adjustment to fees and account features
Active participation in projects designed to acquire, retain and grow customers
Hold and maintain a consistent diligence to all Bank policies and procedures and work in accordance with Risk Management
Adhere to Seacoast Bank’s Code of Conduct

Qualification

Treasury Management leadershipBusiness developmentPayments products expertiseCertified Treasury ProfessionalMicrosoft Office proficiencyClient relationship buildingSales strategy developmentTeam management

Required

Bachelor's degree required
Minimum of 5 years of demonstrated success in Treasury Management leadership capacity or 10 years of deeper level experience in Treasury Management sales or related financial services
Proven focus on all areas of Banking services innovation and technology with specific emphasis on payments products
Proven proficiency with computer applications, such as Microsoft Office software products and data tools

Preferred

MBA preferred
Certified Treasury Professional designation preferred

Company

Seacoast Bank

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Since 1926, Seacoast Bank has succeeded through a clear vision, planned strategic growth and talented, professional employees.

Funding

Current Stage
Public Company
Total Funding
$9.19M
2014-12-31Post Ipo Equity· $9.19M
1984-02-03IPO

Leadership Team

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Juliette P. Kleffel
Executive Vice President, Chief Operating Officer
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Company data provided by crunchbase