Senior Treasury Management Sales Team Lead, Family Office and Wealth Management

Job Description Summary

The Treasury Management Sales and Strategy Manager (TMSS) will execute the Treasury Management Sales Strategy. The (TMSS) Manager is responsible for managing the specialty sales portfolio, individual sales officers/team and their performance. The (TMSS) oversees the Team’s sales strategy, including the hiring, training and supervision of the Treasury Management Sales team. The Team is responsible for developing new/enhanced business relationships with various clients nationally and within the Bank’s footprint. This position is also consultative selling role and is responsible for meeting individual and team annual sales goals. Responsibility includes strategizing to target and develop the deposit/treasury niches, developing and executing sales strategies to retain and fully penetrate new treasury management relationships. This position reports directly to the Treasury Management Manager.

Primary Job Responsibilities:

• Sales Experience
  • 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 in order 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
• Product Marketing
  • 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
• Product Management
  • Provides technical support for complex Deposit and Treasury Management sales calling efforts
  • Effectively manages operational risk and compliance
• Other responsibilities include, but are not limited to:
  • Facilitating new processes, tools, communications and training to ensure the bank’s success
  • Acting as a brand ambassador for TriState with every prospect

Education and Experience Requirements:

• Bachelor’s Degree or equivalent
• 10+ years of experience in one or a combination of the following: sales, business development, deposit centric industries sales or treasury management sales experience

Essential Skills and Abilities:

• 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

Bachelor’s: Business Administration, Bachelor’s: Marketing

General Experience – 10 to 15 years, Manager Experience - 6 to 10 years

$130,000.00-$275,000.00

Travel

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include 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); and parental leave.  Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

 

 

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. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.