Managing Director, Treasury Management Consultant, Sales Manager
Webster Bank

Lexington, Massachusetts

Posted in Banking

$175,000.00 - $200,000.00 per year


Job Info


Job Description

If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster's values, these set us apart as a bank and as an employer.

Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!

The Managing Director, Treasury Management Consultant, Sales Manager will work closely with product management and product development teams to define product needs to support growth objectives.

The Treasury Management Consultant (TMC) Sales Manager role will work to identify ways to improve the client experience and enhance Webster bank's brand in the marketplace. Seen as a trusted advisor, the TMC Sales Manager will work closely with their team commercial clients to understand their business, optimize working capital, and minimize financial and reputational risks. They focus on creating and delivering customized client centric solutions through a consultative approach. Leveraging their network and collaborating across business lines the TMC Sales Manager influences strategy to meet the needs of clients while using sound judgment and assessing risk. The TMC Sales Manager values and fosters the spirit of teamwork and cooperation across value streams.

Responsibilities:

  • Oversee and manage a team of Treasury Management Consultants (TMC's) in the Regional Banking, Not-for-Profit, and Law Firm Banking Vertical
  • Overseeing team recruitment, coaching, performance, training, and development
  • Execute against the Commercial Bank Strategy and long-term Treasury Management Vision
  • Proactively initiate and manage sales and risk management activities that drive achievement of goals
  • Deliver Financial Targets for both Pipeline and portfolio to profitably expand the business
  • Build strong partnership with product, internal servicing and implementation groups and line of business partners through regularly scheduled meetings and proactive partnering
  • Identifies barriers to success for associates and consistently looks for ways to remove obstacles to help achieve Commercial Bank Strategy and vision
  • Plans and develops short and long-term strategies to achieve goal
  • Inspect and drive pipeline accuracy within audit and booking guidelines
  • Drive incremental sales revenue using available tools
  • Considers value of deposit in seeking and retaining business
  • Leverage available tools to drive sales and market strategy
  • Promotes use of consultative sales approach
  • Be the voice of the client to drive change within Webster Bank
  • Continually looks for opportunities to decrease costs and improve productivity
  • Oversight of exception pricing and waivers
  • Work collaboratively with partners and leadership to advance TM Sales priorities/agenda including cross-sell of Commercial Card and Merchant Services
  • Provides leadership and subject matter expertise on strategic projects related to Treasury Management
  • Acts as a key partner in the implementation and roll-out process for new products and product enhancements
  • Sales cycle knowledge including sales planning, sales approach, and providing solutions to business within commercial/business banking space
  • Effective interface with appropriate business lines to ensure appropriate technical support and resources for new or enhanced product/services
  • Operational expertise to identify systems issues and the ability to work with partners to triage and resolve those issues to ensure excellence in customer service
  • Develops the process for measuring trends and patterns relative to product/services, competitive patterns, market share, and market perception and image
  • Works in partnership with product development and product management teams to stimulate and generate ideas in the development and enhancement of products/services, including recommendations for and prioritization of the product/service development annual budget and funding justifications consistent with our strategic direction
  • Relationship Management: Management of sales including development of non-borrowing treasury management clients
  • Lead Special Projects as identified by oneself or senior management
Requirements:
  • Bachelor's degree or equivalent combination of training and experience
  • At least 10 years of financial services experience
  • At least 7-10 years of treasury management sales experience
  • At least 5-7 years of leadership supervisory experience
  • In-depth to advanced knowledge and understanding of Treasury Management Services
The estimated salary range for this position is $175,000 USD to $200,000 USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.

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All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.



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