Seacoast National Bank
Overview
Position can be located in Miami, Ft Lauderdale or Tampa. JOB SUMMARY: The TM Regional Sales Manager is responsible for the oversight and performance of the Treasury Management sales team for the region assigned. This role will manage a specified group of TM Sales Officers and Portfolio Managers within the Seacoast Bank Commercial - Community Bank footprint, focusing on recruiting, hiring, developing staff; driving new Treasury Management business; retaining clients; and meeting/exceeding goals related to activities, pipeline, won business, fee income and deposit growth. The role emphasizes alignment with TM business protocols, a documented strategic sales plan, and strong communication while building effective relationships with business partners across Seacoast. ESSENTIAL DUTIES AND RESPONSIBILITIES:
Overall management, performance and strategic direction of the assigned TM sales team. Coordinate with the TM Business Executive and peers from TM Product, Risk and Customer Experience to develop plans that grow revenue and meet goals. Lead, direct and coach the sales staff using an advisory approach, emphasizing client cash conversion, liquidity management, payables/receivables, information reporting, fraud mitigation and risk management for clients and the Bank.
Drive sales performance through client and portfolio planning, document next steps, set consistent TM sales pipeline activities, and build accountability for week-to-week performance, call volumes and pipeline growth.
Foster premium partnerships and collaboration with Regional partners in Commercial and Community Bank. Engage key management partners in strategy finalization and execution to achieve positive outcomes for all parties, building relationships beyond a one-on-one cadence with trust and transparency.
Utilize targeted calling activity and strong pipeline discipline by joint calling with the sales team to model behavior and coach high-quality cash flow conversations.
Aid in total TM sales team planning around rewards, incentives and compensation. Lead talent management efforts to attract top talent and stay connected with markets and TM industry trends; deliver presentations and updates internally and at market or industry events.
Support continued acquisition and management of low-cost deposits in partnership with TM product teams.
Contribute to onboarding efforts with TM Product and TM Sales, providing feedback on sales team impact and client experience through maintenance and onboarding processes.
Identify complex client opportunities early and coordinate risk/technology reviews prior to commitments to ensure timely evaluation by risk and technology partners.
Partner with TM pricing to maximize profitability, adjusting fees and account features as needed.
Participate in projects aimed at acquiring, retaining and growing customers.
Maintain diligence to all Bank policies and risk management procedures and adhere to Seacoast Bank's Code of Conduct.
EDUCATION AND/OR EXPERIENCE:
Bachelor's degree required; MBA preferred; Certified Treasury Professional designation preferred.
Minimum of 5 years of demonstrated success in Treasury Management leadership or 10 years of deep Treasury Management sales or related financial services experience.
Proven focus on Banking services innovation and technology, with emphasis on payments products.
Proven proficiency with computer applications, such as Microsoft Office and data tools.
The statements above describe the general nature and level of work performed by people assigned to this position. They are not to be construed as an exhaustive list of responsibilities, duties, and skills. All associates are required to adhere to the highest legal and ethical standards. It is the policy of Seacoast Bank that all associates be familiar with regulatory, legal, ethical and risk mitigation requirements relevant to their roles, including timely completion of required training post-hire and effective execution of role responsibilities. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer will notify applicants of rights under federal employment laws. For more information, review the Know Your Rights notice from the Department of Labor.
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Position can be located in Miami, Ft Lauderdale or Tampa. JOB SUMMARY: The TM Regional Sales Manager is responsible for the oversight and performance of the Treasury Management sales team for the region assigned. This role will manage a specified group of TM Sales Officers and Portfolio Managers within the Seacoast Bank Commercial - Community Bank footprint, focusing on recruiting, hiring, developing staff; driving new Treasury Management business; retaining clients; and meeting/exceeding goals related to activities, pipeline, won business, fee income and deposit growth. The role emphasizes alignment with TM business protocols, a documented strategic sales plan, and strong communication while building effective relationships with business partners across Seacoast. ESSENTIAL DUTIES AND RESPONSIBILITIES:
Overall management, performance and strategic direction of the assigned TM sales team. Coordinate with the TM Business Executive and peers from TM Product, Risk and Customer Experience to develop plans that grow revenue and meet goals. Lead, direct and coach the sales staff using an advisory approach, emphasizing client cash conversion, liquidity management, payables/receivables, information reporting, fraud mitigation and risk management for clients and the Bank.
Drive sales performance through client and portfolio planning, document next steps, set consistent TM sales pipeline activities, and build accountability for week-to-week performance, call volumes and pipeline growth.
Foster premium partnerships and collaboration with Regional partners in Commercial and Community Bank. Engage key management partners in strategy finalization and execution to achieve positive outcomes for all parties, building relationships beyond a one-on-one cadence with trust and transparency.
Utilize targeted calling activity and strong pipeline discipline by joint calling with the sales team to model behavior and coach high-quality cash flow conversations.
Aid in total TM sales team planning around rewards, incentives and compensation. Lead talent management efforts to attract top talent and stay connected with markets and TM industry trends; deliver presentations and updates internally and at market or industry events.
Support continued acquisition and management of low-cost deposits in partnership with TM product teams.
Contribute to onboarding efforts with TM Product and TM Sales, providing feedback on sales team impact and client experience through maintenance and onboarding processes.
Identify complex client opportunities early and coordinate risk/technology reviews prior to commitments to ensure timely evaluation by risk and technology partners.
Partner with TM pricing to maximize profitability, adjusting fees and account features as needed.
Participate in projects aimed at acquiring, retaining and growing customers.
Maintain diligence to all Bank policies and risk management procedures and adhere to Seacoast Bank's Code of Conduct.
EDUCATION AND/OR EXPERIENCE:
Bachelor's degree required; MBA preferred; Certified Treasury Professional designation preferred.
Minimum of 5 years of demonstrated success in Treasury Management leadership or 10 years of deep Treasury Management sales or related financial services experience.
Proven focus on Banking services innovation and technology, with emphasis on payments products.
Proven proficiency with computer applications, such as Microsoft Office and data tools.
The statements above describe the general nature and level of work performed by people assigned to this position. They are not to be construed as an exhaustive list of responsibilities, duties, and skills. All associates are required to adhere to the highest legal and ethical standards. It is the policy of Seacoast Bank that all associates be familiar with regulatory, legal, ethical and risk mitigation requirements relevant to their roles, including timely completion of required training post-hire and effective execution of role responsibilities. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer will notify applicants of rights under federal employment laws. For more information, review the Know Your Rights notice from the Department of Labor.
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