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Treasury Management Head of Sales

Cadence Bank
United States, Alabama, Birmingham
Jan 09, 2025
Description

What The Role is:

The Treasury Management (TM) Head of Sales will be responsible for overarching sales strategy and coordination of Treasury Management Sales Officers and Managers across the Cadence Bank footprint. You will play a key role in delivering an exceptional experience for clients while mitigating risk and appropriately guiding the team to drive revenue and deposit growth. Develop and guide a culture of talent development to meet business objectives and strategy - recruiting, coaching, training, and mentoring the team to support growth. Collaborate with bankers, TM support, product, operations, technology and other internal partner teams, to identify areas for financial, risk, and operational improvement for the business.

How You Will Make an Impact:

Sales Strategy and Process Management: Develop, hone, and oversee the sales process. Iterate quickly on new ideas and opportunities. Continuously evaluate ways to make the team more productive and effective and implement through coordination with TM Sales Director and Managers.

Leverage deep treasury and leadership skills to develop and execute TM strategy creating sales plans and appropriate sales targets to deepen current relationships and grow new relationships.

Develop and execute onboarding and ongoing TM sales, product, and industry training programs driving team member engagement and enhanced sales growth.

Develops the process for measuring trends and patterns relative to product/services sales, competitive patterns, market share, and market perception

Provide vision and collaborate with TM and line of business leaders to develop strategies and goals focused on a client centric approach to selling Treasury Management solutions.

Prepare and present Executive- level reports to communicate the status of performance and initiatives.

Works in close partnership with product management teams to generate ideas in the development and enhancement of products/services including the recommendations for prioritization of development with budget and funding justifications consistent with Cadence strategic direction

Act as subject matter expert for treasury management sales for merger/conversion projects and liaise with regional leaders to minimize any negative impact to clients

Ensure the voice of the client is heard while adhering to policies, laws, rules and regulations.

Understand all key roles within the treasury organization in order to clearly communicate policies, procedures, and enhancement opportunities.

Develop and guide a culture of talent development to create high performing teams and employee engagement across all functions to meet business objectives and strategy.

Collaborate and influence to obtain resources, influence outcomes, address conflict, and ensure alignment with Treasury Management strategies, policies, and business line objectives.

Oversee execution of various project tasks, including gathering data/requirements, analyzing data, documenting processes, designing solutions, and creating executive presentations

Protect the bank by applying sound risk management protocols and adhering to regulatory requirements.

Partner with TM Sales Support to ensure implementations and on-going customer support are in line with sales goals acting as an escalation point to support client inquiries and issues timely.

Assist TM Executive in long range planning, budgeting, and strategic direction.

Who You Are:

Bachelor's degree or equivalent from an accredited university

10 years Treasury Management experience, Sales leadership experience, or other relevant experience.

5+ years management experience

Excellent leadership, communication, and interpersonal skills to build and maintain effective working relationships throughout the organization and external partners.

Demonstrated success in sales strategy design and execution with a record of developing, coaching, and motivating high-performing sales teams

Ability to analyze data and metrics to drive decision- making and improvements.

Business professional with integrity, trustworthy, honest, and able to handle confidential information

Periodic overnight travel required

CTP preferred

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
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