Seacoast Bank
Treasury Management Sales Officer III
Seacoast Bank, Fort Lauderdale, FL
Location: Broward County, FL
This individual will be responsible for generating deposit growth and increasing fee income through a consultative approach to selling Treasury Management products and solutions to Commercial Banking Relationships.
This includes both new/prospective and existing members and will require the individual to work closely with their Commercial Banking peers, referral network and centers of influence to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the business member. In some markets they will also support Branch & Bank Staff. The incumbent will be a part of the Commercial Department within the Bank, reporting to a Treasury Sales Manager.
Responsibilities
Requirements
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.
#LI-PF1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
This individual will be responsible for generating deposit growth and increasing fee income through a consultative approach to selling Treasury Management products and solutions to Commercial Banking Relationships.
This includes both new/prospective and existing members and will require the individual to work closely with their Commercial Banking peers, referral network and centers of influence to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the business member. In some markets they will also support Branch & Bank Staff. The incumbent will be a part of the Commercial Department within the Bank, reporting to a Treasury Sales Manager.
Responsibilities
- The Treasury Sales Officer (TSO III) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Commercial Banking Relationship Managers for entities with corporate revenue values between 5 million to 50 million. In some cases the TSO will also pursue client prospect opportunities outside of the portfolio. The TSO works closely with several partners such as Commercial Banking, Treasury Management Sales Portfolio Managers and Underwriters.
- Demonstrates 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 Commercial Banking Department regarding their targeted prospects for business development efforts.
- Responsible for meeting 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 the features, benefits and value propositions related to each service.
- Performs various activities in support of the sales function, including (but not limited to) calling on customers in-person, conducting periodic relationship reviews (in-person or via phone), preparing all necessary sales presentations and pricing pro-formas. Prepares and participates in responses to Requests for Proposal's (RFP's) coordinating with third-party vendors and the Commercial Banking Department as necessary.
- Collaborates and maintains communication with their Commercial Banking Department peers and Branch partners to stay current on customer relationships and provide seamless service.
- Provides support to TSO levels I and II on more complex and larger treasury opportunities.
Requirements
- At least 5 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 clients 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
- CTP designation preferred
- Excellent written and verbal communication skills
- Proficient in Microsoft Office
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.
#LI-PF1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)