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Treasury Management Sales Specialist

2 months ago

Maitland, Florida, United States Seacoast Bank Full time
Job Overview

Key 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. In certain instances, the TMSO may also explore client and prospect opportunities beyond the assigned portfolio. This role requires close collaboration with various partners across the organization to deliver treasury solutions that align with clients' requirements.

Essential Qualifications:

  • Demonstrated success in direct treasury management sales, with a comprehensive understanding of treasury management products, services, and market trends.
  • Proven expertise in business development and relationship management within a Private Banking environment.
  • Exceptional verbal and written communication skills, along with strong presentation capabilities. Proven negotiation and active listening skills are essential.
  • Ability to think critically and strategically, with effective problem-solving skills.
  • Strong financial and business acumen.
  • Ability to navigate the organization effectively, engaging partners and escalating issues as necessary. Demonstrates a capacity to build strong relationships within the core team.
  • Proficient in managing competing priorities in an organized manner while ensuring a consistently high level of client satisfaction.
  • Collaborative mindset in support of a cohesive team environment, capable of functioning both as an individual contributor and a team member in a dynamic setting.
  • Ability to manage risk effectively while balancing the needs of clients, the team, and the organization.
  • 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 improvement of processes and personal development.
  • Capability to lead small teams while effectively delegating responsibilities.
  • Desire to mentor and support fellow Associates.
  • Certification as a Treasury Professional or equivalent credential.
  • Bilingual proficiency in English and Spanish is advantageous.

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