Treasury Management Regional Sales Manager - Treasury Management
WesBanco · Cleveland, OH · 1 mo ago
On-siteBusiness Development$100k–$120k/yrFull-time
Summary
The Treasury Management Regional Sales Manager, who reports to the Treasury Management Sales Director, is responsible for Treasury sales, revenue growth and client retention. This includes the sales efforts and successes of their assigned regional team. The TM Regional Manager manages the various regional and local TM Sales Officers by providing guidance, coaching and assistance, maximizing sales opportunities while mitigating risk and promoting teammate retention.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Responsible for assigned team/market Treasury Management sales activities and results, including development of new Treasury Management clients, cross sales to existing clients and ongoing support and retention of Treasury Management portfolio clients.
- Responsible for team production of larger, more complex Treasury Management deals. Leads the sales team on larger more complex deals offering insights into Treasury Management structure, pricing and support.
- Leads assigned TM Sales team to deliver business growth objectives and performance to achieve assigned goals.
- Covers assigned regional goals as established annually for fee income, deposit generation and client retention.
- Works with the TMOs to build a trusted collaborative relationship with internal partners, Market Leadership, Lenders and Branch partners.
- Participates in regularly scheduled Market Leadership meetings providing timely information and results.
- Takes ownership of critical client issues, escalating and leveraging the appropriate assets to correct the issue.
- Demonstrates leadership within assigned markets including follow up and project management as assigned by the Treasury Sales Director.
- Owns the team’s daily sales activities assuring business objectives are met, manage risk per written credit policy and adhere to regulatory requirements.
- Implements self-generated market planning strategies to improve sales effectiveness, efficiency and partnerships.
- Marks the team’s performance against established goals and objectives.
- Creates and supports timely and accurate reporting of required sales and business development reports to assure validated sales tracking and reporting.
Other Requirements
- Acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing.
- Complete all assigned compliance training in a timely manner.
- Must display demonstrated knowledge of Word, Excel, Outlook and PowerPoint.
- Must be comfortable working with online systems and connecting remotely with customers via Webex or similar software.
- Dedicated to meeting the expectations and requirements of internal and external customers.
- Communicates with the client to establish and maintain effective relationships with clients.
- Able to interact effectively across all levels of the organization, including senior management, commercial lending and branch network, and other departments.
- Able to accurately follow instructions, multi-task, listen attentively. Detail oriented with good organizational skills. Able to work independently. Ability to prioritize and meet deadlines. Excellent verbal, written and presentation skills. Ability to identify, define, analyze and solve problems. Follows through with problem until resolved. Team player with a positive outlook.
- Able to travel throughout the WesBanco footprint, if needed.
- Carrries out supervisory responsibilities in accordance with the organization’s policies and applicable laws.
Additional Information
- The wage for the VP & Treasury Management Regional Sales Manager position is between $100,000-$120,000 annually.
- The position includes 22 days of PTO (Paid Time Off), 5 days of STD (Short Term Disability), and 12 annual paid holidays.
- WesBanco has an excellent benefits package to include medical, dental, and vision, Health Care Flexible Spending, Dependent Care Flexible Spending, Transportation Fringe Benefit Plan, Group Life, Long Term Disability, Optional Life, access to voluntary benefit products such as Cancer, Term & Universal Life, Accident, Short-Term Disability and Critical Illness policies, and other ancillary benefit products.
- WesBanco also offers 401(k) with employee match.
Qualifications
- 4 year degree, MBA or Masters in Finance or related field required.
- Minimum of 5 years of experience in selling Treasury Management products and knowledge of the Cash Conversion Cycle required.
- At least 2 years of Sales Team Management experience with a proven track record of meeting sales objectives required.
- Demonstrated team leadership skills with ability to motivate and provide strategic direction to a diverse team required.
- Strong knowledge of payment systems, depository products, and operational delivery required.