Treasury Management-Sales & Payments Advisor Lead

Position Title

Treasury Management-Sales & Payments Advisor Lead

Location

Nationwide, MI 48098

Job Summary

As a Treasury Management-Sales & Payments Advisor Lead, you will report to the Sales Manager and be accountable for managing a team of Treasury Management Sales & Payment Advisors. You will play a key role in developing the people on your team, creating an environment that helps them succeed, and improving the effectiveness of the TM product and client experience, while reducing risk to the bank and its customers. The role will focus on four key areas: People management, processes and tools, business strategy and organizational development, and growing deposits for the Bank. You will provide leadership and subject matter expertise and act as a key partner in the sales process, pipeline planning, call notes/action planning, consulting on deliverable by LOB and sales goal attainment. Critical focus should be placed on accuracy of implementation, servicing, pricing including agreements, implementation documents, procedures and standards across each Line of Business utilizing Treasury Management Solutions.

Pay Range: $140,622 - $186,324 - $232,026

Pay Range: Local Minimum Wage - $0.00 - $0.00

Job Responsibilities:

Goal Attainment and Growth Objectives:

• Collaboration with Product and Service management and activities of the department; including the development of new non-borrowing treasury management business, expansion of existing business relationships and the servicing of clients.
• Partner closely with relationship coverage team to drive effort to expand existing business with current clients and proactively identify and align target prospective clients to expand relationships.
• Make recommendations by understanding the unique challenges and requirements in the industry/client segment and partner with internal stakeholders in the development, implementation and delivery of complex products and solutions to improve the client experience.
• Build trusted, long-term business relationships by taking a holistic and forward-looking view on our relationships and identifying ways to help clients achieve their most important business/treasury objectives.
• Engage clients at strategic levels to provide integrated treasury solutions within a consultative and client driven framework.
• Participate in strategic dialogues around key client-centric issues, incorporating best practices, benchmarking, opportunity quantification and solution positioning.
• Lead and coordinate Request for Proposals (RFP's) with coverage team.
• Sales cycle knowledge including sales planning, sales approach and providing solutions to business customers of all sizes.

Management of the Sales Team:   

• Monitoring and coaching performance of team members, ensuring that relationships are created and maintained, taking appropriate action to ensure goals are achieved (including sourcing deals personally), while …