Treasury Management Sales and Strategy Manager

Tristate Capital Bank

  • Pittsburgh, PA
  • 3 days ago
  • $130,000–$275,000 Per Year

Highlights

Responsibility includes strategizing to target and develop the deposit/treasury niches, developing and executing sales strategies to retain and fully penetrate new treasury management relationships. " data-css="" data-selid="1"> Personal Banking - Deposit Clients With myAccess, you have real-time visibility into your account balance, interest due, transaction history, statements, and more.

Numbers & Facts

LocationPittsburgh, PA
Salary$130,000–$275,000 Per Year

Description

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A TriState Capital Bank Securities-Based Line of Credit (SBLOC) is a lending product based on the proven approach of pledging eligible securities as collateral. It offers access to liquidity without disrupting a client's investment strategies and objectives. " data-css="" data-selid="0"> Financial Advisors - Digital Lending Platform Convenient, secure banking on your schedule from your computer, tablet or smartphone.

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Note: If you are accessing your deposit statement via this link DO NOT use your TSC Online Banking user name and password. You will need to create a new user ID and password that will be specific to eStatements. (If you have online banking access, you can always log on directly through online banking via the homepage to also obtain your eStatements.)

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Treasury Management Sales and Strategy Manager

Department: Treasury Management

Location: New York, NY Pittsburgh, PA

The Treasury Management Sales and Strategy Manager (TMSS) will execute the Treasury Management Sales Strategy. The (TMSS) Manager is responsible for managing the specialty sales portfolio, individual sales officers/team and their performance. The (TMSS) oversees the Team's sales strategy, including the hiring, training and supervision of the Treasury Management Sales team. The Team is responsible for developing new/enhanced business relationships with various clients nationally and within the Bank's footprint. This position is also consultative selling role and is responsible for meeting individual and team annual sales goals. Responsibility includes strategizing to target and develop the deposit/treasury niches, developing and executing sales strategies to retain and fully penetrate new treasury management relationships. This position reports directly to the Treasury Management Manager.

Primary Job Responsibilities:

  • Sales Experience

  • Demonstrates mastery level proficiency in all Depository and Treasury Management products

  • Participates in joint and independent sales calling efforts for the Treasury Management Sales Team in order to recommend additional solutions and cross-sell products

  • Consults with existing and prospective deposit centric clients, by phone and in person, to learn their business & industry trends

  • Assists in developing sales processes, procedures, and departmental goals and initiating strategies that will improve team results

  • Product Marketing

  • Oversees all Marketing collateral as it relates to depository and Treasury Management products

  • Provides education and knowledge of products to internal partners and to existing and prospective clients

  • Product Management

  • Provides technical support for complex Deposit and Treasury Management sales calling efforts

  • Effectively manages operational risk and compliance

  • Other responsibilities include, but are not limited to:

  • Facilitating new processes, tools, communications and training to ensure the bank's success

  • Acting as a brand ambassador for TriState with every prospect

Education and Experience Requirements:

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

Essential Skills and Abilities:

  • Exceptional interpersonal, communication, and presentation skills
  • Exceptional planning, time management, and organization skills
  • Demonstrated analytical and problem-solving capabilities
  • Demonstrated ability to work independently and build relationships
  • Ability to work in a high-energy, fast-paced work environment and adapt quickly to changing circumstances

Salary Range:

$130,000.00-$275,000.00

APPLY NOW

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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