Treasury Mgmt Services Sales Mgr

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Full Time 1.2 Frst/Mid Lvl Mgr Seal Beach, CA, US

3 days ago Requisition

Salary Range: $ To $ Annually

Job Summary

The Treasury Management Services (TMS) Sales Manager is responsible for leading the Bank’s Treasury Management sales efforts by developing and executing strategies that drive revenue growth, increase product penetration, and enhance commercial client relationships. This is a Player - Coach role which provides leadership, direction, and coaching to Treasury Management Consultants while fostering a consultative sales culture focused on delivering value-added treasury solutions to business clients.

The TMS Sales Manager partners closely with Relationship Managers, branch leadership, and other key business lines to identify opportunities, deepen client relationships, and support both new business acquisition and existing client growth. The position is accountable for achieving Treasury Management sales goals through strategic planning, team leadership, portfolio management, business development, and direct client engagement.

Key Responsibilities

• Lead, develop, coach, and manage Treasury Management Consultants to achieve the Bank's strategic objectives, revenue goals, and Treasury Management growth initiatives.
• Establish performance expectations and hold team members accountable for achieving sales, service, and operational objectives.
• Oversee onboarding, performance management, employee development, succession planning, and ongoing professional growth of Treasury Management Consultants.
• Foster a culture of collaboration, accountability, client service excellence, innovation, and continuous improvement.
• Demonstrate leadership, professionalism, and personal initiative while serving as a positive role model for team members.
• Develop and execute Treasury Management sales strategies to drive revenue growth, client acquisition, fee income, deposit growth, client retention, and product penetration.
• Manage and support a consultative sales process with prospective and existing commercial clients to identify business needs and recommend Treasury Management solutions.
• Partner with Relationship Managers, Branch Managers, business units, and third-party service providers to identify, develop, and close Treasury Management opportunities.
• Develop and implement strategic sales plans for existing clients and prospective customers, including account planning, sales call strategies, and client presentations.
• Assist Treasury Management Consultants in identifying, prioritizing, and pursuing business development opportunities within assigned portfolios and markets.
• Promote and socialize Treasury Management products and services throughout the Bank to support commercial client acquisition and relationship expansion.
• Act as a player-coach by participating in key client meetings, presentations, and sales calls while contributing directly to business development efforts.
• Conduct and oversee periodic portfolio and relationship reviews to identify opportunities for cross-selling, pricing optimization, product enhancement, and future business growth.
• Support annual relationship reviews to ensure Treasury Management products and services remain aligned with clients' evolving business needs.
• Oversee the review, analysis, and development of customized Treasury Management proposals, pricing analyses, Requests for Proposal (RFPs), and sales proformas.
• Provide Treasury Management expertise and consultation to support client inquiries, solution design, and sales efforts.
• Ensure clients receive appropriate education, training, and ongoing…