Treasury Management Sales Specialist

Company Description

For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we've enjoyed fundamentally comes down to our people. Here at IDB, you'll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive.

Job Description

The Treasury Management Specialist is the product subject matter expert driving Treasury Management sales and client acquisition activities for the full suite of Treasury Management Products (Liquidity, Payments, Receivables, Card, Merchant Services, Escrow/sub-acctg, Fraud Prevention, and other products as assigned).

Working closely with both the front and back offices, will drive the launch and sales activities of new treasury management and payments products and services for the bank, working with the Commercial Banking and Private Banking teams, leveraging industry best practices and company programs for sales strategy and process.

This employee also works closely with supporting staff (Operations, Customer Service, etc.) to help manage expectations to maximize client satisfaction, efficiency, and profitability for corporate clients in the region.

This employee will report directly to the Treasury Management National Sales Manager.

Responsibilities and Duties

Including but not limited to:

• Work with the Treasury Management Product Management team in supporting / developing the product roadmap for treasury management products and services, incorporating assessment of the competitive landscape in the region, technology plan, client needs and corporate strategic plan.

• By providing market feedback, assist in defining business requirements for new treasury management products and services, required enhancements and other incremental features and functions. Build and manage go-to-market and sales strategy, under the guidance and management of the Treasury Management National Sales Manager.

• Manage and perform related sales functions as determined, including prospecting, prospect evaluation, and opportunity analysis, supporting all areas of the Bank, but primarily focusing on the Florida region. Assist with development of sales and marketing materials for treasury management products.

#LI-Hybrid

Qualifications

Qualifications

Minimum 3-years' experience in cash management sales.

The successful candidate will have:

• A detailed knowledge of banking, treasury/cash management products and services, and the Bank's customers and prospects.

• Experience selling treasury management products and services and banking/product knowledge.

• Highly motivated and change agent to drive sales

• Organized and ability to support multiple areas across the Bank

Additional Information

The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank:

• Those with a known mental or physical disability.

• Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions.

• Victims of domestic violence, sex offenses or stalking.

• Employees with religious observance and practice obligations.

Any employee who believes he or she needs an accommodation for any of the above reasons should contact their supervisor or a member of Human Resources to request such an accommodation. In each case, the Bank will engage in a good faith written or oral dialogue concerning the individual's accommodation needs; potential accommodations that may address the individual's accommodation needs, including alternatives to a requested accommodation; and the difficulties that such potential accommodations may pose for the employer.

The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee's request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law.

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

NO AGENCIES PLEASE.

IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.