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About the Role
The Treasury Management Sales and Strategy Manager will execute the Treasury Management Sales Strategy, manage the specialty sales portfolio, and oversee the sales team's performance, hiring, training, and supervision. This consultative selling role is responsible for developing new business relationships, meeting individual and team sales goals, and strategizing to target and develop deposit/treasury niches.
Responsibilities
- 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 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
- 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
- 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
Requirements
- 10+ years of experience in one or a combination of the following: sales, business development, deposit centric industries sales or treasury management sales experience
- General Experience – 10 to 15 years
- Manager Experience - 6 to 10 years
Skills
- 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
Work Type
- Hybrid
Experience Level
- 10+ years of experience
- General Experience – 10 to 15 years
- Manager Experience - 6 to 10 years
Education Level
- Bachelor’s Degree or equivalent
- Bachelor’s: Business Administration
- Bachelor’s: Marketing
Salary/Compensations
- $130,000.00-$275,000.00
Benefits
- medical, dental, and vision
- life insurance
- critical illness insurance and accident insurance
- disability benefits
- retirement savings
- paid time off (including vacation, holidays, and sick leave)
- parental leave
About the Company
- At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
- We expect our associates at all levels to: Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
- At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive.
Equal Opportunity
- The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.