Director of Treasury Management Sales - Florida
Republic BankAbout the role
“Republic Bank believes in the development and advancement of our associates. We offer the opportunity to learn all aspects of the company to prepare for future advancement. Come join our team for a career, not just a job!“
Grade 15
About Republic Bank
Republic Bank’s values are built upon making an IMPACT for our clients, our associates and the communities we serve. (IMPACT stands for Innovate for the Future, Make it Easy, Provide Exceptional Service, Acknowledge & Celebrate Success, Commit to Caring and Thrive Together) The associates of Republic Bank are the key to our success as an organization and we value our associates. It’s one of the reasons we’ve been named as one of the Best Places to Work in Kentucky for the last seven years! For more information about the company, please visit www.republicbank.com.
POSITION PURPOSE AND OBJECTIVES:
The Director of Treasury Management Sales is responsible for establishing and managing effective programs to compensate, coach, appraise and train Treasury Management Officers. This position is responsible for the development of new Treasury Management business and services, the expansion of existing business relationships and the delivery of the Treasury Management services to new and existing customers. Additionally, this position will be responsible for identifying objectives, strategies, and action plans to improve short and long-term growth and fee income. This position will also ensure the Treasury Management Officers are aligned properly with other areas of the bank including banking centers for the best synergies promoting strategic partnerships to obtain new business and service existing clients.
MINIMUM QUALIFICATIONS:
• Experience in developing marketing and sales strategies.
• Certified Treasury Professional (CTP) designation is preferred.
• Minimum of 8 years TM Sales experience required.
• Minimum of 8 years Management experience preferred.
• Demonstrates proficient ability in Microsoft Office Product (Excel, Word, and PowerPoint) required.
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:
• Develops independent channels to prospect for new Treasury Management clients. Manages the process to maintain a pipeline of potential targets. Uses Consultative and Strategic Sales skills to turn prospects into clients. Includes appropriate sales partners.
• Manages all elements of the Treasury Management sales cycle including business development, prospect qualification, needs analysis and close of sale.
• Develops and manages sales team to ensure that the team's service behaviors contribute to the bank's overall strategy for the customer experience.
• Designs customer-centric treasury management solutions and provides consultative expertise on the liquidity management cycle.
• Develop and implement the Treasury Management sales policies, practices, and procedures.
• Collaborates with Treasury Management to develop sales strategies.
• Joint calling with junior officers and other associates within Bank (i.e. CML Lenders, Business Bankers, Retail loan officers, etc.)
• Retains and grows customer portfolio with a program of service review, regular calling, and industry training.
• Responsible for overseeing/approving proposals for junior officers.
• Develop and maintain an on-going sales training program for TM sales officers focused on a consultative approach and trusted advisor model while utilizing tools to ensure industry expertise.
• Collaborate with the Operations team on new product training and development of new products and services. This will include Lock Box training for existing officers as the functionality of this product changes constantly.
• Oversee the alignment of TM Officers with banking centers and other bank departments.
• Generate revenue from sales of Treasury Management products and services and target cross-sell opportunities for existing clients.
• Develops an effective network of communication within the TM Officer’s and with key working units to ensure shared knowledge and understanding of business activities.
• Expand existing business and provide feedback to product managers.
• Support the bank's strong relationship banking culture through on-going customer contact, written call reports, quality customer service and superior product knowledge.
• Shared responsibilities in obtaining department goals.
• Maintains current and comprehensive knowledge of Treasury Management products, services, industry trends, competitive environment, and service issues.
• Learn the credit culture of Republic Bank to present appropriate credits for approval.
• Know compliance responsibili
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