Director of Treasury Management Sales

2 months ago

Tampa, United States Republic Bank Full time

POSITION PURPOSE AND OBJECTIVES:


The Director of Treasury Management Sales is responsible for establishing and managing effective programs to compensate, coach, appraise and train Treasury Management Officers. This position is responsible for the development of new Treasury Management business and services, the expansion of existing business relationships and the delivery of the Treasury Management services to new and existing customers. Additionally, this position will be responsible for identifying objectives, strategies, and action plans to improve short and long-term growth and fee income. This position will also ensure the Treasury Management Officers are aligned properly with other areas of the bank including banking centers for the best synergies promoting strategic partnerships to obtain new business and service existing clients.

MINIMUM QUALIFICATIONS:
• Experience in developing marketing and sales strategies.
• Certified Treasury Professional (CTP) designation is preferred.
• Minimum of years TM Sales experience required.
• Minimum of years Management experience preferred.
• Demonstrates proficient ability in Microsoft Office Product (Excel, Word, and PowerPoint) required.

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:
• Develops independent channels to prospect for new Treasury Management clients. Manages the process to maintain a pipeline of potential targets. Uses Consultative and Strategic Sales skills to turn prospects into clients. Includes appropriate sales partners.
• Manages all elements of the Treasury Management sales cycle including business development, prospect qualification, needs analysis and close of sale.
• Develops and manages sales team to ensure that the team's service behaviors contribute to the bank's overall strategy for the customer experience.
• Designs customer-centric treasury management solutions and provides consultative expertise on the liquidity management cycle.
• Develop and implement the Treasury Management sales policies, practices, and procedures.
• Collaborates with Treasury Management to develop sales strategies.
• Joint calling with junior officers and other associates within Bank ( CML Lenders, Business Bankers, Retail loan officers, etc.)
• Retains and grows customer portfolio with a program of service review, regular calling, and industry training.
• Responsible for overseeing/approving proposals for junior officers.
• Develop and maintain an on-going sales training program for TM sales officers focused on a consultative approach and trusted advisor model while utilizing tools to ensure industry expertise.
• Collaborate with the Operations team on new product training and development of new products and services. This will include Lock Box training for existing officers as the functionality of this product changes constantly.
• Oversee the alignment of TM Officers with banking centers and other bank departments.
• Generate revenue from sales of Treasury Management products and services and target cross-sell opportunities for existing clients.
• Develops an effective network of communication within the TM Officer’s and with key working units to ensure shared knowledge and understanding of business activities.
• Expand existing business and provide feedback to product managers.
• Support the bank's strong relationship banking culture through on-going customer contact, written call reports, quality customer service and superior product knowledge.
• Shared responsibilities in obtaining department goals.
• Maintains current and comprehensive knowledge of Treasury Management products, services, industry trends, competitive environment, and service issues.
• Learn the credit culture of Republic Bank to present appropriate credits for approval.
• Know compliance responsibilities and particular requirements affecting your area of responsibility, incorporate these requirements into your business processes and procedures, perform ongoing monitoring and periodic self-assessments including reporting and corrective action as needed, and assure appropriate training to associates regarding these responsibilities and procedures.
• Model and foster behaviors that support the Bank’s values and corporate culture creating an atmosphere of trust, cooperation, accountability, and dedication to the organization.
• Willingly perform all other duties and projects as assigned.

INTERPERSONAL SKILLS AND COMPETENCIES REQUIRED:
• Excellent verbal and written communication skills for effective interaction with clients and associates within Republic Bank.
• Excellent leadership, management and team building skills.
• Ability to deal with critical customer and personnel issues.
• Detail oriented with strong organizational skills.
• Ability to multi-task and prioritize to meet deadlines.
• Must be self-motivated and work well in a team environment.
• Requires a high energy level and strong sense of urgency.
• Ability to successfully motivate a sales team.

PHYSICAL REQUIREMENTS:
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this position, the associate is regularly required to sit, use hands to finger, handle, or feel; and talk or hear. The associate frequently is required to stand or walk. The associate is occasionally required to reach with hands and arms. The associate must occasionally lift and/or move pounds. Specific vision abilities required by this position include close vision, and distance vision. The noise level in the work environment is usually moderate.

SUPERVISORY RESPONSIBILITIES:
This position carries out supervisory responsibilities in accordance with the Bank’s guidelines, policies and procedures and all applicable state and federal laws. Responsibilities include interviewing, hiring and the overall development of associates; coaching and mentoring while providing challenging opportunities to enhance career growth; planning, assigning, and directing work; setting expectations and appraising performance; recognizing and rewarding associates or recommending disciplinary action as appropriate; addressing complaints and resolving problems; and helping to build a positive team culture.

OTHER REQUIREMENTS:
• Travel between Republic Banking facilities is required.
• Occasional out-of-town travel is required.
• Flexible work schedule that will include some evenings and weekends.
• Stay abreast of new developments, best practices, and statutory and regulatory changes.

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