What are the responsibilities and job description for the Treasury Management Sales Specialist position at First Horizon National Corporation?
Location : On site at Palm Beach, FL., North Palm Beach, FL., Miami Lakes, FL., Orlando, FL., Longwood, FL., Fort Lauderdale, FL., Coral Gables, FL., Naples, FL., or Fort Myers, FL
SUMMARY
The Treasury Management Sales Specialist delivers specific expertise to clients, prospects and associates about all facets of the bank’s solution suite of Treasury Management products. Products are classified as Receivables or Payables products, and Sales Specialist responsibilities will be similarly divided with a fair amount of collaboration between the two. This role is responsible for working under the direction of the TM Sales Manager to achieve market sales, revenue and profitability objectives.
ESSENTIAL DUTIES AND RESPONSIBILITIES
The TM Sales Specialist (TMSS) has responsibility for formulating strong internal partnerships within all areas of the TM Services organization, and various bank operational, technology and market leadership to position First Horizon as a leader and to aid in maintaining / growing the Bank’s prospect and client sales opportunities. The person will have a total view and ability to communicate factors around specific benefits and risks associated with the products in their solution suite. The TMSS will conduct client and market education, analyze competitive and market forces, provide ongoing critical feedback of the assessment of internal opportunities / challenges, and will work with TM Sales, Implementations, Operations and Technology to ensure timely and accurate sales fulfillment. This role can be in conjunction with individual sales contributions while supporting a specific market.
List of critical knowledge / skills :
- Comprehension of full product suite of all products and services within their solution suite
- Identify best practices and challenges related to the sale, implementation and ongoing support of all products and services
- Work with the product team to set profitable and competitive pricing
- Understand our competition and work to help us gain competitive advantage
- Understand various product specific rules and file formatting requirements
- Advise other department partners on trends related to usage of Treasury Management services so as to assist with deposit forecasting
- Partner closely with TM Product team & utilize all areas of analytics to forecast receivables trends or product gaps
- Prepare and analyze various monthly TM reports as needed
- Support requests of the TM Sales Manager and those of other TM Executive members
- Develop internal and / or external communications regarding products supported
- Partner with RFP team and understand and be aware of any potential risk, legal, and compliance situations in order to best decision opportunities that are under consideration and speak to potential outcomes and needed protections
- Provide guidance to clients around all aspects of the product solution suite. This includes driving activity retention and acquisition opportunities
- Develop and execute an approach in accordance with Product, Sales and Implementation around product strategy (pricing, products, marketing, sales) that mitigates attrition, optimizes cost and drives growth in support of TM line of business strategy and key bank metrics
- Present proactively to LOB partners on features and benefits
- Create chains of communication with local TM staff and the markets to create ways of capturing competitive insights
- Partner and collaborate with TM Product team and TM Executive leaders as well as Implementations and TM Technical Support to review growth / attrition, the competitive environment, and our execution
- Understand industry participants, broader competitive environment, and new / existing products offered by competitors by attending industry seminars and conferences
The position will be closely tied to the Director of TM Sales (as a direct report and partner), Product Managers within the TM Product group, the TM Implementation Manager and all Regional Sales Leaders within our team. The person will have significant emphasis around sales, training, communication and market execution to ensure sales goals are exceeded.
The position requires strong analytical skills, a collaborative work style, an ability to interface with both executives and peers across the organization.
QUALIFICATIONS
ADDITIONAL QUALIFICATIONS CONSIDERED
About Us :
First Horizon Corp. (NYSE : FHN), with $82.6 billion in assets as of September 30, 2024, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.
Benefit Highlights :
Corporate Diversity Commitment :
We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.
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Equal Opportunity Employer / Protected Veterans / Individuals with DisabilitiesThe 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)PDN-9dfca423-3d86-48ee-81bc-af8a19f39962
