Treasury Management Sales Officer

Job Title:          Treasury Management Sales Officer

Department:    Treasury

Location:          Cleveland, OH or Pittsburgh, PA

 

 

Summary of the Position:

 

Experienced sales consultant / officer position responsible for the development of TM business for a deposit centric prospecting base, geographic area or market segment.  This position partners with relationship managers and regional presidents in a consultative selling role and is responsible for meeting annual sales goals and sales activity targets by developing and executing a strategy to retain and fully penetrate new treasury management relationships.

 

Primary Functions of the Position:

 

• Sales Support
  1. Develops sales plans for territory and key customer accounts and deposit centric targets.
  2. Increased autonomy in managing assigned territory, requiring minimal assistance from management.
  3. Actively shares knowledge and market experience with peers, less experienced team members, and is a participant in TM initiatives.
  4. Recognizes and supports our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
• Product Marketing
  1. Oversees all Marketing collateral as it relates to depository and Treasury Management products.
  2. Performs periodic Marketing / Sales campaigns.
  3. Provides education and knowledge of products to internal partners and to existing and prospective clients.

 

Education and Experience Requirements:

 

• Bachelor’s Degree required.
• 7+ years of experience in one or a combination of the following: sales, business development, or treasury management
• 7+ years of business-to-business sales experience or treasury management sales experience with deposit centric industries

 

Essential Skills and Abilities:

 

• Strong negotiation and influence skills.
• Experience exceeding established sales and customer satisfaction goals.
• Excellent verbal, written, and interpersonal communication skills.
• Strong presentation skills.
• Experience in business development or sales of treasury management products and services to deposit centric companies.
• Strong knowledge of treasury management product and services

 

 

 

TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

 

TriState Capital Bank is an Equal Opportunity Employer.

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