Senior Treasury Management Sales Team Lead, Family Office and Wealth Management
Description
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
+ Experience working with Family Offices, Wealth Management firms, RIAs, Trust Companies, Private Banks, or related client segments.
+ Certified Treasury Management (CTP) designation preferred.
Essential Skills and Abilities:
+ Exceptionalinterpersonal,communication,andpresentationskills
+ 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