Treasury Management Sales Officer - Naples / Sarasota / St. Petersburg

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

• Manage and actively pursue 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.
• Work 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.
• Develop and execute 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.
• Work with outside vendors for various Treasury Management opportunities.
• Have daily virtual interactions with client contacts independently and/or jointly with the Retail Banking Team Member.
• Maintain 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.
• Manage and track an active pipeline that focuses on sales calls, opportunities, expected revenue, pipeline stages, customer reviews, etc for all active opportunities.
• Conduct 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.
• Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.
• Be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics.
• Occasionally require travel within the Seacoast footprint.
• Adhere to Seacoast Bank’s Code of Conduct.

EDUCATION AND/OR EXPERIENCE

• 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.