Seacoast Bank · 2 weeks ago
Treasury Management Sales Officer
United States
Full-time
Remote
Entry, Mid Level
2+ years expSeacoast Bank is seeking a Treasury Management Sales Officer responsible for generating deposit growth and increasing fee income through a consultative approach to selling Treasury Management products. The role involves managing treasury revenue streams, collaborating with Retail Banking peers, and educating clients on Treasury Management services.
BankingFinancial ServicesLending
Responsibilities
The Treasury Management 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 Brank 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
Adhere to Seacoast Bank’s Code of Conduct
Qualification
Required
At least 2 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
Excellent written and verbal communication skills
Proficient in Microsoft Office
Company
Seacoast Bank
Since 1926, Seacoast Bank has succeeded through a clear vision, planned strategic growth and talented, professional employees.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$9.19M2014-12-31Post Ipo Equity· $9.19M
1984-02-03IPO
Leadership Team
Juliette P. Kleffel
Executive Vice President, Chief Operating Officer
Recent News
2025-12-09
Yahoo Finance
2024-12-28
2024-12-28
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