Summary Of The Position
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
Sales Support
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)
Salary Range
– $100,000.00-$200,000.00
Travel
–
Workstyle
– Resident
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.
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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
Sales Support
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)
Salary Range
– $100,000.00-$200,000.00
Travel
–
Workstyle
– Resident
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.
#J-18808-Ljbffr