Treasury Management Sales Portfolio Manager

3 weeks ago

West Palm Beach, United States Seacoast National Bank Full time
Description

Hybrid work arrangement (3 days in the office/2 days remote). Location is flexible within the Seacoast footprint in Florida.

JOB SUMMARY:

The Treasury Management Portfolio Manager role is an integral member of the Treasury Sales organization and is responsible for contributing to new sales targets and to the achievement of revenue growth objectives. The position is primarily geared to providing support and prioritization focus to Treasury Management Sales Officers (TMSOs) and specifically for initiating implementations, ensuring correct billing, compiling information for relationship reviews, guaranteeing proper internal controls and policies are followed, and supporting ad-hoc requests. TMSOs and other internal partners.

This role allows an individual to enhance working knowledge of Treasury Services products and processes and it is a critical part of our TM career path options due to the fact that it requires both a client focus and touch but is deeply intertwined with many of the Treasury Management functions (including Sales, Implementations, Risk and Controls, and Client Service) and it is an essential part of the Banks One Team focus often working with COM, Retail and Deposit Ops partners

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Proactively communicate with clients and business/operations partners to coordinate and drive sales efforts to successful close
  • Ability to coordinate the hand off of sales to the TM Ops team with precise touch and seamlessness to the customers
  • Be key driver of Quarterly Call Plan process with TSOs and partners. Utilize QCPs as a blue print for month to month priorities and closing focuses and upcoming call arrangements
  • Be aware of all outstanding pipeline opportunities and push/partner TSOs to exceed monthly sales goals
  • Assist with client call preparation by creating relationship review materials, account schematics, account analysis statements
  • Function as a key liaison between the client, internal operations, 3rd party vendors, technical, and other areas throughout larger implementation cycles.
  • Embrace role requirements to aid in resolution of implementation issues effectively, maintain deadlines
  • Always Provide visibility and transparency regarding clients' needs and statuses to RMs or Branch leaders
  • Maintain open partnerships with LOB, Sales, and other stakeholders to provide mutual feedback on business processes, internal relationships, organizational strengths and opportunities for improvement.
  • Proactively informs and/or engages leaders and RM or Branch partners around issues, risks, and opportunities that are occurring thru course of business
  • Initiate the sales team information needed to set up implementation requests for new business with new clients; Push thru simple implementations as appropriate; Join implementation calls for complex/ongoing implementations
  • Aid in providing day to day oversight of implementations and client change requests
  • Submit billing information; including billing adjustments
  • Support ad-hoc customer requests (e.g., billing inquiries, list inquiries, mailing lists)
  • Act as positive change readiness proponent within transitions/projects that effect our team & customers
  • Participate in process improvement feedback designed to improve workflow resulting in an enhanced client experience
  • Assist with the creation of pitch material on ad-hoc basis
  • Insure that all sales team reporting thru eventual CRM or nCino or management reports are always completed timely
  • Always Apply required control procedures.
  • Adhere to Seacoast Bank's Code of Conduct.

EDUCATION and/or EXPERIENCE:

  • Bachelor's Degree Required
  • Minimum of 3 years' experience in Treasury Sales Management
  • Capability of assuming an essential role working with experienced Treasury partners in order to sell TM Products and Services and always create an exceptional customer experience
  • An appreciation of the value approach our TM Sales team needs to take including assessing client's cash flow needs and processes and then appropriately positioning TM banking solutions
  • Demonstrates the ability to understand Treasury Services products, pricing philosophy, and billing process and procedures
  • Strong drive/ambition to develop skills further and thus be able to advance to next level roles in TM sales or TM Ops
  • Superior verbal and written communication skills, ability to own the message and communicate situationally and persuasively with customers and internal partners
  • Ability to create an internal network and relationships with teammate resources that are essential to successful outcomes
  • Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
  • Highly proficient in Microsoft Office (PowerPoint, Excel and Word) and superior analytical and quantitative skills.

The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.

#LI-PF1



Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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