Regional Treasury Management Sales Manager

Job Description

Job Description

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 Region assigned. Position will be responsible for business within a specific sector of the Seacoast Bank Commercial Banking footprint managing an assigned group of TM Sales Officers and Portfolio Managers.

The role has several core focuses : The recruiting, hiring, management and development of the staff, new TM business development and retention, meeting and exceeding assigned goals around activities, pipeline, won business, fee income and deposit growth.

In addition, the position has distinct expectations around aligning with proper TM business protocols; establishing, maintaining and following a documented strategic sales plan and consistently offering top level communication while creating and enhancing strong working relationships with all business partners across Seacoast.

ESSENTIAL DUTIES AND RESPONSIBILITIES :

Overall management, performance and strategic direction of assigned TM sales team. Working with the TM Business Executive and peers from TM Product, Risk and Customer Experience on the

• Overall management, performance and strategic direction of assigned TM sales team. Working with the TM Business Executive and peers from TM Product, Risk and Customer Experience on the plan to set needed sales strategy that lead to growth and meeting and exceeding revenue goals. Lead, direct and coach the sales staff assigned via an advisory sales approach with an emphasis on clients cash conversion processes. That process includes specific emphasis on needed ideas and best practices around optimizing processes related to improve liquidity management, payables, receivables, all facets of information reporting and always with an emphasis on mitigating fraud and risk for clients and the Bank.
• Drive sales performance through a consistent approach to client and portfolio planning and documenting next steps. Set tight and consistent TM sales pipeline calls. Build accountability toward week-to-week performance, call volumes and pipeline growth
• Have premium focus on partnerships, communication, planning with Regional partners of the Commercial and Community Bank. Include key management partners in finalization of strategies and the execution plans for how TM can create successful outcomes for all. Create relationships that go well above normal “one on one” cadence and create mutual trust and transparency.
• Utilizes a distinct calling activity focus and strong pipeline disciplines by joint calling activities with the assigned sales team to model behavior and coach the quality of the cash flow conversation.
• Aid in total TM sales team plan around rewards, incentives and total compensation. Drive all facets of talent management to secure top talent in needed roles and be well connected within markets and the TM industry to stay on top of recruiting opportunities and market hiring dynamics. Knowing market dynamics while staying very current and demonstrating deeper TM industry expertise. Be willing and capable of delivering presentations and updates both internally within the Bank and within market and industry meetings / conferences.
• Drive the continued acquisition and management of low-cost deposits with a partnership with TM product teams
• Be a positive contributor to supporting TM Product and TM Sales support for onboarding efforts and be valuable partner in sharing added feedback around sales team impact and client experience thru maintenance and on boarding processes
• Identify complex client opportunities early and support formal meetings / structure to vet risk and technology intensive decisions thoroughly after commitments are made and in time to allow risk and technology partners to evaluate.
• Partner with the TM pricing team to maximize the profitably of our current customer base – making necessary adjustment to fees and account features.
• Active participation in projects designed to acquire, retain and grow customers.
• Hold and maintain a consistent diligence to all Bank policies and procedures and work in accordance with Risk Management.
• 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. 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.

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