Treasury Management Sales Delivery Specialist
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Description
At OceanFirst Bank, each one of our employees plays an important role in delivering value to our customers and executing daily tasks in accordance with our core values. We recognize that our employees are essential to our success, making OceanFirst a great place to work and do business.
Great benefits include: on-site fitness facility at Red Bank and Toms River headquarter offices, employee perks & discount programs, tuition assistance, incentive compensation program, professional development opportunities, and more! Apply today to #BecomeOceanFirst and make an impact in the local community!
ABOUT YOUR ROLE
The Treasury Management Sales Delivery Specialist (TMSDS) drives business development and client engagement across the full lifecycle of Treasury Management services. This role ensures seamless execution of sales delivery, onboarding, and service activities, while collaborating with internal partners to develop tailored presentations, pricing strategies, and implementation plans. With expertise in Treasury Management products and processes, the TMSDS promotes operational excellence and long-term client satisfaction. Additionally, the role supports strategic initiatives and contributes to continuous improvement across the Treasury Management function.
The Treasury Management Sales Delivery Specialist (TMSDS) drives business development and client engagement across the full lifecycle of Treasury Management services. This role ensures seamless execution of sales delivery, onboarding, and service activities, while collaborating with internal partners to develop tailored presentations, pricing strategies, and implementation plans. With expertise in Treasury Management products and processes, the TMSDS promotes operational excellence and long-term client satisfaction. Additionally, the role supports strategic initiatives and contributes to continuous improvement across the Treasury Management function.
WHAT YOU WILL DO LIST
Increase client satisfaction by ensuring proactive service and timely follow-up and identify process improvements to enhance operational efficiency.
Create and execute client-specific Treasury Management agreement packages, ensuring team compliance with bank policies, regulatory standards, and documentation protocols.
Manage end-to-end documentation workflows.
Cross-functional coordination for service implementation, including internal resource alignment and client training.
Conduct post-implementation check-ins with clients to reinforce onboarding success and address early-stage concerns.
Monitor product adoption, balance ramp-up, and billing accuracy, validating alignment with client agreements.
Collaborate with Sales Officers on proposals, RFPs, account analyses, and relationship review materials.
Conduct client research and preparation of strategic insights to support sales efforts.
Support annual relationship reviews through billing audits and usage analysis.
Support cross-functional collaboration with product teams to develop customized TM solutions informed by client feedback and evolving market trends.
Partner across various Bank departments and vendors for resolution of complex service or implementation issues, coordinating internal resources, and maintain transparent communication with stakeholders, including regular updates on issue status, next steps, and resolution timelines.
WHAT WE EXPECT OF YOU
Proficiency in Microsoft Office Suite and other productivity software including Power BI and SalesForce.
Demonstrates the ability to understand Treasury management products, pricing philosophy, and billing process and procedures.
Strong drive/ambition to develop into an individual contributor salesperson.
Excellent verbal and written communication skills with the ability to mobilize internal networks and resources.
Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment.
Increase client satisfaction by ensuring proactive service and timely follow-up and identify process improvements to enhance operational efficiency.
Create and execute client-specific Treasury Management agreement packages, ensuring team compliance with bank policies, regulatory standards, and documentation protocols.
Manage end-to-end documentation workflows.
Cross-functional coordination for service implementation, including internal resource alignment and client training.
Conduct post-implementation check-ins with clients to reinforce onboarding success and address early-stage concerns.
Monitor product adoption, balance ramp-up, and billing accuracy, validating alignment with client agreements.
Collaborate with Sales Officers on proposals, RFPs, account analyses, and relationship review materials.
Conduct client research and preparation of strategic insights to support sales efforts.
Support annual relationship reviews through billing audits and usage analysis.
Support cross-functional collaboration with product teams to develop customized TM solutions informed by client feedback and evolving market trends.
Partner across various Bank departments and vendors for resolution of complex service or implementation issues, coordinating internal resources, and maintain transparent communication with stakeholders, including regular updates on issue status, next steps, and resolution timelines.
WHAT WE EXPECT OF YOU
Proficiency in Microsoft Office Suite and other productivity software including Power BI and SalesForce.
Demonstrates the ability to understand Treasury management products, pricing philosophy, and billing process and procedures.
Strong drive/ambition to develop into an individual contributor salesperson.
Excellent verbal and written communication skills with the ability to mobilize internal networks and resources.
Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment.