Treasury Management Sales Team Leader - Hybrid NJ - $140K+

Position Summary:

Lead the strategic direction of the sales and revenue functions of the TM division. This role involves partnering with the Director of Treasury Management, Business Development Team, Commercial Relationship Managers (RMs), and Retail Branch staff to identify, plan, and deliver innovative treasury management. The Director will identify new sales opportunities, expand existing client relationships, and guide the TM Sales Officers to achieve deposit, sales, revenue, and unit goals.

Direct Ownership:

  • Establish and achieve all TM sales, deposit, revenue, and unit goals.

  • Manage the Bank’s Escrow Product, achieving related sales, deposit, revenue, and unit goals.

  • Oversee the Bank’s Corporate Commercial Card & Payment Processing partnerships, achieving sales, revenue, and unit goals.

Strategy:

  • Evaluate and develop market segmentation bundles to meet the unique TM needs of the commercial segment.

  • Conduct competitor analysis on TM service pricing.

  • Ensure appropriate TM product bundling to align with market competition.

  • Improve sales workflow efficiencies for better client experiences.

  • Support the development of the Small Business ecosystem, including cash flow tools, payment/invoicing tools, and growth strategies leveraging platform data.

Duties & Responsibilities:

  • Propose First Bank treasury management solutions to commercial clients, prospects, retail branches, business bankers, and Commercial RMs, including Remote Deposit Service, ACH service, Wire Service, Positive Pay, Bill Pay, sweep services, card, merchant, and escrow.

  • Conduct presentations to existing and prospective clients to identify deposit and treasury management opportunities.

  • Collaborate with sales staff on account planning and outreach to prospective customers.

  • Conduct joint calling efforts with team members for new and existing clients.

  • Prepare comparative treasury management pricing/proforma and account analysis.

  • Prepare and submit proper treasury management documentation for implementation.

  • Ensure a smooth onboarding experience for clients, providing training on cash management tools.

  • Actively manage the Bank TM Pipeline and overall sales cycle.

  • Lead and manage TMSO representatives to achieve sales goals and provide quality service.

Qualifications:

  • Bachelor’s degree or equivalent work experience.

  • Minimum 6-8 years of cash and treasury management experience.

  • Detail-oriented, strong communicator, team player, capable of multi-tasking, and leading a successful sales team.

  • Ability to travel as needed to support sales efforts across several states. 

Call or email me today to learn more.    

Steve Andrasek   -   908.362.1601 -   steve@hardwick-group.com