Seacoast Bank
Treasury Management Sales Officer
Seacoast Bank, West Palm Beach, Florida, United States, 33412
Overview
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Treasury Management Sales Officer
role at
Seacoast Bank . 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 requires working closely with Retail Banking peers, referral networks and centers of influence to consult on sales opportunities and provide product expertise for the best possible solutions. The incumbent is a member of the Commercial Banking team and reports 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 under 5 million; may also pursue client prospect opportunities outside of the portfolio. Work directly with outside vendors for various Treasury Management functions. Interact daily with client contacts independently or jointly with Retail Banking Team Members. Proactively manage and identify Treasury Management opportunity leads within the existing portfolio for expansion and retention efforts, and collaborate with Retail Banking peers on targeted prospects for business development. Meet 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 features, benefits and value propositions. Actively work connection leads for client relationship expansion. Collaborate and maintain communication with Branch partners to stay current on customer relationships and provide seamless service. Manage and track an active pipeline focused on sales calls, opportunities, expected revenue, pipeline stages, customer reviews, etc for all active opportunities. Conduct ongoing training and education sessions for all member-facing bank staff in designated territory, including product presentations, consultative selling discussions and client success stories. Maintain a strong client focus while understanding operational aspects of the bank; maintain open communication with core team members and lead strategic dialogues around key client-centric issues, leveraging best practices, peer benchmarking, industry data analytics and solutioning positioning. May 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 client treasury operations ecosystems. Demonstrate the ability to foster strong partnerships within the core team and build sincere rapport with client contacts. Effectively manage 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.
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Join to apply for the
Treasury Management Sales Officer
role at
Seacoast Bank . 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 requires working closely with Retail Banking peers, referral networks and centers of influence to consult on sales opportunities and provide product expertise for the best possible solutions. The incumbent is a member of the Commercial Banking team and reports 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 under 5 million; may also pursue client prospect opportunities outside of the portfolio. Work directly with outside vendors for various Treasury Management functions. Interact daily with client contacts independently or jointly with Retail Banking Team Members. Proactively manage and identify Treasury Management opportunity leads within the existing portfolio for expansion and retention efforts, and collaborate with Retail Banking peers on targeted prospects for business development. Meet 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 features, benefits and value propositions. Actively work connection leads for client relationship expansion. Collaborate and maintain communication with Branch partners to stay current on customer relationships and provide seamless service. Manage and track an active pipeline focused on sales calls, opportunities, expected revenue, pipeline stages, customer reviews, etc for all active opportunities. Conduct ongoing training and education sessions for all member-facing bank staff in designated territory, including product presentations, consultative selling discussions and client success stories. Maintain a strong client focus while understanding operational aspects of the bank; maintain open communication with core team members and lead strategic dialogues around key client-centric issues, leveraging best practices, peer benchmarking, industry data analytics and solutioning positioning. May 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 client treasury operations ecosystems. Demonstrate the ability to foster strong partnerships within the core team and build sincere rapport with client contacts. Effectively manage 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.
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