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Senior Treasury Solutions Consultant
2 months ago
Core Responsibilities
The Treasury Management Sales Officer (TMSO) is accountable for overseeing and actively seeking treasury revenue opportunities and product integration within Seacoast Bank's designated portfolio. Additionally, the TMSO may explore client and prospect opportunities beyond the assigned portfolio. This role requires close collaboration with various partners across the organization to deliver treasury solutions tailored to meet clients' requirements.
Essential Qualifications:
- Demonstrated track record in treasury management sales with a comprehensive understanding of treasury management products, services, and industry trends.
- Strong business development and relationship management capabilities, particularly with Private Bank clientele.
- Exceptional verbal and written communication skills, along with proven negotiation and active listening abilities. Strong executive presence is essential.
- Proficient in critical and strategic thinking, as well as problem-solving.
- Solid business and financial acumen.
- Ability to navigate the organization effectively, engaging partners and escalating issues as necessary. Exhibits the capability to cultivate strong partnerships within the core team.
- Efficiently manages competing priorities in an organized manner while consistently maintaining a high level of client satisfaction.
- Collaborative mindset, supporting a close-knit team environment. Capable of functioning effectively as both an individual contributor and a team member in a dynamic setting.
- Skillfully manages risk while balancing the needs of clients, the team, and the bank.
- Willingness to travel approximately 50% of the time in a typical work environment.
- Bachelor's degree in finance, accounting, management, or a related field.
Preferred Qualifications:
- Self-motivated with a commitment to continuous process improvement and personal development.
- Ability to lead small teams while effectively delegating responsibilities.
- Willingness to mentor and support other associates.
- Possession of Certified Treasury Professional certification or equivalent credentials.
- Bilingual proficiency in English and Spanish is advantageous.
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