Treasury Management Sales Specialist Treasury Management New York, NY
TriState Capital Bank, New York, New York, us, 10261
The Treasury Management Sales Specialist will be responsible for marketing, managing and educating on the entire set of Deposit and Treasury Management product offerings. The incumbent will have individual goals to enhance the Bank’s depository and treasury management business.
Primary Functions of the Position:
Demonstrates mastery level proficiency in all Depository and Treasury Management products
Assists in the development and execution of client onboarding and implementation, sales presentations, RFPs, Client Annual Reviews, Client Risk Assessments, and TM Analytics;
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 clients, by phone and in person, to learn their business and serve as an additional sales resource in the absence of the RM and/or TM Sales representative
Product Marketing
Oversees all Marketing collateral as it relates to depository and Treasury Management products
Performs periodic Marketing / Sales campaigns
Provides education and knowledge of products to internal partners and to existing and prospective clients
Product Management
Provides detailed analytics on depository and TM products
Develops and maintains effective relationships with product vendors
Provides technical support for complex Deposit and Treasury Management sales calling efforts
Effectively manages operational risk and compliance
Other responsibilities including but not limited to:
Facilitates new processes, tools, communications and training to ensure the bank’s success
Acts as a brand ambassador for TriState with every prospect
Maintains and manages a system to effectively track and report on pipeline and sales initiative
Assists in developing sales processes, procedures, and departmental goals and initiating strategies that will improve team results
Education and Experience Requirements:
Bachelor’s Degree or equivalent
Minimum 5 years of combined sales and depository / treasury management 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
Education
Bachelor’s: Business Administration, Bachelor’s: Marketing
Work Experience
General Experience – 3 to 6 years
Certifications
Securities Industry Essentials Exam (SIE) – Financial Industry Regulatory Authority (FINRA)
TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
TriState Capital Bank is an Equal Opportunity Employer.
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Primary Functions of the Position:
Demonstrates mastery level proficiency in all Depository and Treasury Management products
Assists in the development and execution of client onboarding and implementation, sales presentations, RFPs, Client Annual Reviews, Client Risk Assessments, and TM Analytics;
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 clients, by phone and in person, to learn their business and serve as an additional sales resource in the absence of the RM and/or TM Sales representative
Product Marketing
Oversees all Marketing collateral as it relates to depository and Treasury Management products
Performs periodic Marketing / Sales campaigns
Provides education and knowledge of products to internal partners and to existing and prospective clients
Product Management
Provides detailed analytics on depository and TM products
Develops and maintains effective relationships with product vendors
Provides technical support for complex Deposit and Treasury Management sales calling efforts
Effectively manages operational risk and compliance
Other responsibilities including but not limited to:
Facilitates new processes, tools, communications and training to ensure the bank’s success
Acts as a brand ambassador for TriState with every prospect
Maintains and manages a system to effectively track and report on pipeline and sales initiative
Assists in developing sales processes, procedures, and departmental goals and initiating strategies that will improve team results
Education and Experience Requirements:
Bachelor’s Degree or equivalent
Minimum 5 years of combined sales and depository / treasury management 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
Education
Bachelor’s: Business Administration, Bachelor’s: Marketing
Work Experience
General Experience – 3 to 6 years
Certifications
Securities Industry Essentials Exam (SIE) – Financial Industry Regulatory Authority (FINRA)
TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
TriState Capital Bank is an Equal Opportunity Employer.
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