Treasury Management Sales Team Lead
Job Description
We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!
If you are interested and qualified for this role, we invite you to apply.
The TM Sales Team Lead is responsible for pro-actively developing new business within an identified portfolio and market territory, as well as providing managerial and training support to a defined group of TM Sales Officers. This position is also responsible for servicing existing client within an identified portfolio with the goal of retaining and strengthening the overall relationship through solutions-based selling of the bank's products and services. Also, the Team Specialist will facilitate sales and product training for their respective teams and provide leadership to achieve the sales goals assigned to their team.
Essential Functions/Responsibilities:
- Create organic growth in commercial deposits and fee income using solution selling techniques to reach annual sales goals.
- Proactive servicing and maintaining of client portfolio
- Relationship Review and Working Capital Analysis of client relationships along with other internal stakeholders.
- Retain valued and profitable client relationships
- Portfolio Profitability Management: Deposit Spread Income, Fee Income, Product Penetration
- Risk Management reviews for ACH, Credit Card, and RDC Services.
Level of Complexity and Scope:
- Manages activities that impact the organization from a TM perspective including sales reporting
- Solves complex issues
Degree of Independence and Decision-Making:
- Works with limited supervision
- Makes day-to-day decisions regarding team management, recommends solutions etc.
- Collaborates with senior managers / leaders across the organization
- Uses specialized TM expertise to advise and counsel others
Required Supervisory Responsibilities:
- Supervises a team of Treasury Management Sales Officers
Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job:
- 5 + years of relevant experience
- Prior sales management experience preferred.
- Bachelor's Degree or equivalent combination of education and experience.
- Certified Treasury Professional Certification Preferred
Physical Requirements:
- Occasionally lifts and carries up to 50 lbs.
- Frequently lifts and carries up to 10 lbs.
- Frequently sits, stands, walks and drives.
Compliance Statement: The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.
It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.
We are an E-Verify Employer.
Date Posted
04/18/2023
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