Treasury Management Sales Officer

TriState Capital Holdings - New York, NY

- Mid Level

New York, NY

Credit Intermediation and Related Activities

About 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.

Responsibilities

• Develops sales plans for territory and key customer accounts and deposit centric targets
• Increased autonomy in managing assigned territory, requiring minimal assistance from management
• Actively shares knowledge and market experience with peers, less experienced team members, and is a participant in TM initiatives
• 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
• Oversees all Marketing collateral as it relates to depository and Treasury Management products
• Performs periodic Marketing / Sales campaigns
• Provides education and knowledge of products to internal partners and to existing and prospective clients

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

Nice-to-haves

• 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