Seacoast Bank
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Treasury Management Sales Officer
role at
Seacoast Bank .
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 for Retail Banking Customers. The incumbent works closely with Retail Banking peers, referral networks, and centers of influence to identify sales opportunities and provide product expertise to deliver the best possible solutions to customers. The role is part of the Commercial Banking team and reports to a Treasury Management Sales Manager.
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.
Work directly with outside vendors for various Treasury Management services.
Engage in daily virtual interactions with client contacts independently and/or jointly with Retail Banking Team Members.
Proactively identify opportunity leads within the existing portfolio for expansion and retention, working with Retail Banking peers on targeted prospects.
Meet quarterly/annual goals and sales activity by developing and executing strategies to generate new deposits and fee income.
Demonstrate in-depth knowledge of Treasury Management products, educating 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, and customer reviews.
Conduct ongoing training and education sessions for all member-facing bank staff in the designated territory, including product presentations, consultative selling discussions, and client success stories.
Maintain a strong client focus while understanding operational aspects of the bank, and engage in strategic dialogues around key client-centric issues.
May occasionally require travel within the Seacoast footprint.
Adhere to Seacoast Bank’s Code of Conduct.
Qualifications
At least 2 years of demonstrated success in direct sales roles in a treasury or cash management capacity.
Strong business/financial acumen to align with core Key Performance Indicators within client treasury operations ecosystems.
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 or equivalent work experience.
Excellent written and verbal communication skills.
Proficient in Microsoft Office.
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Treasury Management Sales Officer
role at
Seacoast Bank .
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 for Retail Banking Customers. The incumbent works closely with Retail Banking peers, referral networks, and centers of influence to identify sales opportunities and provide product expertise to deliver the best possible solutions to customers. The role is part of the Commercial Banking team and reports to a Treasury Management Sales Manager.
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.
Work directly with outside vendors for various Treasury Management services.
Engage in daily virtual interactions with client contacts independently and/or jointly with Retail Banking Team Members.
Proactively identify opportunity leads within the existing portfolio for expansion and retention, working with Retail Banking peers on targeted prospects.
Meet quarterly/annual goals and sales activity by developing and executing strategies to generate new deposits and fee income.
Demonstrate in-depth knowledge of Treasury Management products, educating 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, and customer reviews.
Conduct ongoing training and education sessions for all member-facing bank staff in the designated territory, including product presentations, consultative selling discussions, and client success stories.
Maintain a strong client focus while understanding operational aspects of the bank, and engage in strategic dialogues around key client-centric issues.
May occasionally require travel within the Seacoast footprint.
Adhere to Seacoast Bank’s Code of Conduct.
Qualifications
At least 2 years of demonstrated success in direct sales roles in a treasury or cash management capacity.
Strong business/financial acumen to align with core Key Performance Indicators within client treasury operations ecosystems.
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 or equivalent work experience.
Excellent written and verbal communication skills.
Proficient in Microsoft Office.
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