Treasury Management Sales Officer IV

Treasury Management Sales Officer IV

A Treasury Management Sales Officer IV 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 and Middle Market Relationships. This includes building and deepening relationships with both new / prospective and existing clients. The role will require the individual to work closely with their Commercial Banking partners, Branch partners, referral network, and centers of influence to identify sales opportunities and drive discovery conversation, solution identification, provide product expertise and consultation necessary to deliver the best possible solution to the business client.

Essential Duties And Responsibilities :

• 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 annual revenues between $5 million to $100 million. This role will also be responsible for identifying and driving prospect opportunities to the bank.
• Demonstrates a proactive approach to managing and identifying Treasury Management opportunities within the existing portfolio for expansion and retention efforts.
• Responsible for leading and implementing a sales-driven process designed to meet quarterly / annual goals.
• Demonstrates in-depth knowledge of Treasury Management products to educate existing and prospective business clients 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 and prospects in-person, conducting periodic client relationship reviews (in-person or via phone), and preparing all necessary sales presentations and pricing proposals.
• Collaborates and maintains communication with their Commercial Banking Department peers and Branch partners to stay current on customer relationships and provide seamless service.
• Manages and tracks an active pipeline that focuses on sales calls, opportunities, expected revenue, pipeline stages for all active opportunities.
• Conducts ongoing training and education sessions for internal bank partners in designated territory.
• Provides support to junior TSOs on more complex and larger treasury opportunities.
• Responsible for managing and leading strategic dialogues around key client centric issues, leveraging best practices, identifying and solutioning opportunities for client efficiency, peer benchmarking, industry data analytics, and solutioning positioning.
• Adhere to Seacoast Bank's Code of Conduct.

Education And / Or Experience :

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.