Treasury Management Technical Sales and Client Experience Manager

TriState Capital Bank is an independent chartered bank subsidiary of Raymond James. Headquartered in Pittsburgh, PA, TriState Capital Bank provides premier private banking, commercial banking, and treasury management products and services to corporate, institutional, and high-net-worth (HNW) clients.

Job Summary The TM Technical Sales/Client Experience (TSC) Manager will provide technical sales expertise regarding Treasury Management solutions and products to clients and prospects. The goals of this position include: Maximize closing opportunities with prospects as it relates to complex and risk related TM efforts, Improve Bank performance through accelerating the speed and efficiency of closing sales and on-boarding new clients and related deposits and fee activity, Maximize relationship expansion with clients based on new product initiatives and assessment of client activities, Prioritizing and working with Product Management for Treasury Management initiatives for strategic growth. This individual must have a deep knowledge and understanding of solutions, risk, products and vendor capabilities within the Treasury Management vertical. The TM (TSC) Manager will leverage knowledge to help close large, complex Treasury Management opportunities and on-board those opportunities. In addition, this individual will gather, maintain, and provide market and competitive intelligence. This person will be the primary contact for internal partners including Sales, Risk, IT and Operations for developing and prioritizing the Treasury Management product roadmap. This person will be included in vendor relationships and industry knowledge groups to respond to client needs and identify revenue vs. risk opportunities.

• Partner with outward-calling Treasury Management Sales to generate revenue from sales of Treasury Management Solutions. Especially with sophisticated and transaction processing driven clients, including industry expertise of bulk fund distribution client needs and business opportunities (ACH & Wire)
• Lead responses to requests for proposal (RFPs)
• Complete large and/or complex product and risk related assessments and solution designs for clients and prospects, including demonstrations/training.
• Lead the technical assessment and delivery of specific technical solutions to the customer as a part of the sales process and/or onboarding and implementation phase.
• Partner with IT/Operations to ensure integrity of new product releases and enhancements to ensure positive client experience
• Partner with IT/Operations to manage product/vendor relationship to ensure the bank is utilizing the optimal level of services available from the vendor
• Coordinate initiatives and functional capabilities reviews with Operations and IT groups and roll out to clients and prospects.
• Recommend new products or enhancements as changes are warranted or justified.

Knowledge, Skills, and Abilities

• Excellent relationship management and business development abilities, analytical and technical problem solving.
• Ability to analyze and resolve complex issues for clients and prospects.
• Individual must demonstrate strong work ethic; be self-directed and motivated to achieve results.
• Proven presentation, verbal, and written communication skills.

• Bachelor's degree or equivalent
• 10+ years of treasury management industry related experience with treasury management sales, product management, technical representative or complex project management

• Certified Treasury Professional designation preferred
• Accredited ACH Professional designation preferred

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal-opportunity employer and makes all employment decisions on the basis of merit and business needs.