Treasury Management Sales & Strategy Lead

Tristate Capital Holdings, Inc.

Northern (KY)

Hybrid

USD 120,000 - 180,000

Full time

7 days ago
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Job summary

TriState Capital Bank is seeking a Treasury Management Sales and Strategy Manager to execute the treasury management sales strategy and lead the sales team. The role focuses on developing new relationships nationwide and within the bank’s footprint, meeting aggressive sales goals, and mentoring a team of sales officers.

The TMSS will supervise training, hiring, and performance while collaborating with product marketing, product management, and internal partners to optimize depository and

Qualifications

  • Bachelor’s Degree or equivalent.
  • 10+ years of experience in one or a combination of: sales, business development, deposit-centric industries sales or treasury management sales experience

Responsibilities

  • Demonstrates mastery level proficiency in all Depository and Treasury Management products.
  • Participates in joint and independent sales calls for the Treasury Management Sales Team to cross-sell products.
  • Consults with existing and prospective deposit-centric clients by phone and in person to learn their business and industry trends.
  • Assists in developing sales processes, procedures, and departmental goals and initiating strategies to improve team results.
  • Oversees Marketing collateral as it relates to depository and Treasury Management products and educates internal partners and clients.
  • Provides technical support for complex Deposit and Treasury Management sales calling efforts.
  • Effectively manages operational risk and compliance.
  • Facilitates new processes, tools, communications and training to ensure the bank’s success.
  • Acts as a brand ambassador for TriState with every prospect.

Skills

Interpersonal skills
Communication skills
Presentation skills
Time management
Relationship building
Independent work

Education

Bachelor’s degree or equivalent

Job description

TriState Capital Bank is seeking a Treasury Management Sales and Strategy Manager to execute the treasury management sales strategy and lead the sales team. The role focuses on developing new relationships nationwide and within the bank’s footprint, meeting aggressive sales goals, and mentoring a team of sales officers.

The TMSS will supervise training, hiring, and performance while collaborating with product marketing, product management, and internal partners to optimize depository and

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