Treasury Management Sales Manager

Responsibilities

• Create, implement, and manage unified sales strategies and goals throughout the footprint.
• Supervise others, including interviewing, hiring, performance management, motivating, and training.
• Conduct regular team meetings, foster a strong sales culture, and provide consistent coaching and feedback to support associate development and career growth.
• Manage a personal book of business, primarily in the Kansas City region.
• Travel to markets as needed to conduct in-person client meetings and team development meetings.
• Create and foster exceptional standards and practices for the team including documentation, reporting, and administrative tasks.
• Review and approve exception pricing.
• Create and manage a unified sales approach of treasury management products in the market.
• Review formal presentations and proposals for customers/prospects as needed.
• Present formal presentations to customer/prospect in a consultative manner when needed.
• Continually increase knowledge of products as they evolve.
• Develop and maintain relationships with Centers of Influence (COI’s) within the community.
• Maintain an active and accurate pipeline of treasury management and depository business.
• Work with Sales Support team and Retail Banking to ensure needs of small business clients are met.
• Act with sense of urgency to respond to client and partner requests to maximize trusted advisor status.
• Manage various projects and strategic initiatives assigned.
• Protect all client and bank information confidentially and follow all company policies.
• Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures.

Qualifications

• Expertise in ensuring first-class client service is delivered.
• High performance from the team while adhering to risk and compliance procedures.
• Enhancing revenue into the business.
• Expertise in promoting the bank’s products and services in the local community.
• Providing fee-based financial solutions that meet the needs of business clients.
• Proactively working with leaders in the business banking and commercial client segments.