Senior Treasury Management Sales Team Lead, Family Office and Wealth Management

Job Description Summary
The Senior Treasury Management Sales Team Leader is a sales leadership role responsible for driving growth, profitability, and market penetration within the Family Office and Wealth Management segments. This individual will serve as a player-coach, maintaining direct business development and client relationship responsibilities while leading and developing a small team of Treasury Management professionals. The successful candidate will have responsibility for helping to scale and build the team as the business grows.


Job Description Summary
The Senior Treasury Management Sales Team Leader is a sales leadership role responsible for driving growth, profitability, and market penetration within the Family Office and Wealth Management segments. This individual will serve as a player-coach, maintaining direct business development and client relationship responsibilities while leading and developing a small team of Treasury Management professionals. The successful candidate will have responsibility for helping to scale and build the team as the business grows.
The role will be accountable for originating new Treasury Management relationships, deepening existing client engagements, building referral networks, collaborating with Wealth Management and Financial Advisor partners, and developing vertical-specific strategies that enhance client acquisition, retention, and deposit growth. The successful candidate will have direct coverage experience with Family Offices and/or Wealth Management advisors, as well as a developed COI network in the space.

This position reports directly to the EVP and Head of Treasury Management Sales and Strategy.

Job 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 Tri State with every prospect

• 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.

• 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