VP, Treasury Management Sales

Join TBK Bank!

At TBK Bank, a subsidiary of Triumph, we're a team of passionate, driven, collaborative, solutions-minded people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time. We accomplish this by working together, because at the end of the day, TBK means striving for excellence, while delivering with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals.

Position Summary: Primary function is to perform all aspects of business development for existing, new, and prospective Treasury Management product sales.  The role will be responsible for consistently attaining annual sales goals and sales activity targets by developing and executing a business plan and strategy based on corporate goals and initiatives.  Sales Officers will be required to develop and execute regular calling programs and analyze client needs.  They must provide appropriate consultative solutions and be pro-active in servicing and maintaining positive working relationships with Treasury Management staff, assigned Lending team(s), clients, and prospects.

Essential Duties & Responsibilities

• Grow Treasury Product Revenue through direct sales and Portfolio Management.

• Utilize networking, community and public relations activities to identify prospective Treasury Management client opportunities.

• Perform product research and identify appropriate solutions for customer requirements and satisfaction.

• Coordinate with assigned Lending Officers to support and develop relationships with business clients and partners.

• Manage client calls and contacts and meet all assigned goals

• Understand client business goals, environments, strategies and industry trends to become a trusted advisor and to identify solutions for customer pain points.

• Understand our competitors’ environment, capabilities and gaps to effectively position TBK Treasury Services for success.

• Prepare analysis proformas and sales proposals for client presentations.

• Participate on client calls and analyze client Treasury services requirements.

• Perform risk monitoring for Treasury products and services and initiate credit and risk approvals.

• Assist Treasury clients with product training and product demonstrations as needed.

• Manage work of assigned Treasury Sales Officer(s) for efficient onboarding and exceptional client experience.

• Gather data and prepare reports for Sr. Management, audit, and other department personnel.

• Support Onboarding and Treasury Support teams as needed.

• Track sales activities and timelines to ensure that the deliverables within onboarding project plans are met and are on-time.

• Administer work according to internal and external policies and procedures of the bank.

• Support organizational growth.

• Other duties as assigned.

Education & Experience

• College degree – preferred

• Prior Treasury Management Sales experience required.

• Two to four years’ experience in Treasury Management Sales and/or Service environment.

• Knowledge of Account Analysis and Treasury Management Pricing required

• Understanding of Payment and Receivable processes

Skills & Abilities Required

• Excellent communication skills required, both written and verbal

• Excellent Customer Service skills

• Able to modify sales approach to suit client personalities

• Adaptable, open to, and respectful of differing points of view

• Ability to cope with organization change in a positive manner

• Seize opportunities without direction

• Anticipates change in business environment

• Able to manage multiple demands and shifting priorities

• Strong attention to detail and good planning and organization skills

• Proficient computer skills; Microsoft Word, Excel and Outlook. Technical expertise is preferred.

Work Environment

The work environment characteristics described here may be encountered while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Moderate noise (i.e. business office with computers, phone, and printers, light traffic).

• Ability to work in a confined area.

• Ability to sit at a computer terminal for an extended period of time. Occasional stooping or kneeling may be necessary.

• While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear and use hands and fingers to operate a computer keyboard and telephone.

• Specific vision abilities are required by this job due to computer work.

• Light to moderate lifting is required.

• Regular, predictable attendance is required.

Compensation Range

We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.