First Vice President, Treasury Management Sales Consultant Team Lead
Temple City, CA, USA Req #2437
Thursday, October 17, 2024
People Drive Our Success
Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank – we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals.
The FVP, Treasury Management Sales Consultant Team Lead is responsible for driving and sourcing core deposits and fee income associated with treasury management products and services to meet client’s needs and achieve individual sales and team target goals. This position will drive sales execution for Retail and Commercial business clients and prospects. This role will work closely with Treasury Management Implementation and Support (TMIS) Leadership to ensure the bank effectively meets client needs, achieves sales and revenue targets for the business segment, and executes sales plans and promotions.
DIRECT REPORTS
The incumbent currently has four (4) direct reports.
ESSENTIAL FUNCTIONS
- Achieve or exceed individual and team annual sales goals as assigned.
- Meet with Cathay Bank’s top tier clients and prospects to assess treasury management needs, discuss initiatives and recommend effective strategies.
- Spend a minimum of 50% of time in the field partnering with commercial relationship managers & lending teams to identify and develop treasury management solutions for clients and prospects.
- Update team members on product enhancements as appropriate.
- Assist in bringing to market products and or services that add value or fill in gaps to existing TM offerings.
- Work with clients and TMIS to deliver a seamless transition to Cathay Bank.
- Team up with internal partners (TMIS and Product Management team) to improve the “client experience” through continuous improvement.
- Help mentor and coach other Treasury Management Sales Consultants as needed.
- Manage sales performance by leveraging appropriate sales metrics and reports.
- Manage and provide guidance to the team including writing annual performance evaluations and providing balanced feedback.
- Special projects as assigned.
QUALIFICATIONS
- Education: Bachelor’s degree with major in Finance, Marketing, or Business preferred. CTP highly preferred.
- Experience: Minimum of 7+ years of Treasury Management sales experience required. Must have at least 3 years of management/leadership experience.
- Skills/Ability: Excellent written and verbal communication skills. Demonstrated ability to deal effectively with all levels of management. Effective project management and organizational skills. Excellent analytical and problem-solving skills.
OTHER DETAILS
$160,000.00 – $170,000.00 / year
Pay determined based on job-related knowledge, skills, experience, and location.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We believe in diversity, equity, and inclusion in the workplace. We welcome applications for employment from all qualified candidates.
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