What are the responsibilities and job description for the Treasury Management Sales Officer position at Seacoast Bank Careers?
Primary Objective
The Treasury Management Sales Officer (TMSO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across Seacoast Banks’s assigned portfolio. In some cases the TMSO will also pursue client and prospect opportunities outside of the portfolio. The TMSO works closely with several partners across the enterprise to provide treasury solutions that best suits the clients’ needs. This individual will have daily face-to-face or virtual interactions with client contacts independently and/or jointly with the Commercial Banker.
Required Skills:
- Successful history of direct treasury management sales experience. Broad familiarity with treasury management products, services, and trends.
- Proven business development and relationship management skills with a Private Bank client set.
- Excellent verbal and written communication and presentation skills. Proven negotiation and active listening skills. Strong executive presence.
- Adept at critical and strategic thinking and problem resolution.
- Strong business/financial acumen.
- Successfully maneuvers through the enterprise, engaging partners and escalating as needed. Demonstrates the ability to foster strong partnerships within the core team.
- Effectively manages competing priorities in an organized fashion while maintaining a consistent high level of client satisfaction.
- Collaborative approach to business in support of close team environment. Able to effectively work as an individual contributor as well as a close team member in a fast-paced environment.
- Effectively manages risk while balancing the needs of the client, the team, and the bank.
- Ability to travel 50% of the time in a normal environment.
- B.S. or B.A. in finance, accounting, management, or another undergraduate degree
Desired Skills:
- Intrinsically motivated to continuously improve processes and one’s own education
- Ability to lead small groups while effectively delegating tasks
- Exercises the desire to mentor and sponsor other Associates
- Certified Treasury Professional certification or equivalent
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