Description
Summary
The National Deposit Sales Officer is responsible for driving the sales and growth of deposit products across the national market. They will develop and implement strategies to attract new customers and increase deposit balances. This role involves building and maintaining relationships with key stakeholders, such as financial institutions, businesses, and individual customers. The National Deposit Sales Officer also stays updated on market trends and competitors to identify product enhancements and expansion opportunities. They will collaborate with cross-functional teams to execute marketing campaigns, provide training to sales teams, and analyze sales data to measure performance and identify areas for improvement. Overall, this role plays a crucial role in driving the success of deposit products and achieving sales targets at a national level.
Essential Duties & Responsibilities
- Achieve annual deposit goals by calling on and cultivating relationships with Financial Institutions, Corporations, Universities / Endowments, Attorneys, Property Managers, death services, and other avenues.
- Develop a business plan to source and generate new business revenue for each area of the firm.
- Attend industry events as an expert in the field.
- Attend sales meetings and trainings to keep abreast of cash management products and industry developments.
- Participate in and contribute to Company product sales and marketing planning meetings.
- Work closely with internal teams to collaboratively manage client relationships.
- Maintain current and prospective client database to track and report sales efforts.
- Establish, develop, and maintain constructive and cooperative interpersonal relationships with clients and maintain them over time.
- Contact prospective customers to determine customer needs, present information, and explain available services.
Qualifications
- Knowledge about the market and the Firm's products and services.
- Ability to network with Financial Services firms.
- Solid understanding of all sales & marketing principles, strategies, and tactics.
- Strong verbal, written, and presentation skills with the ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
- Knowledge of principles and methods for showing, promoting, and selling products or services, including marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
- Strong territory and time management skills.
Education & Experience
- Bachelor's degree in a related field required or equivalent combination of education and experience.
- 5+ years of financial product sales experience and institutional cash management experience required.
Systems & Technology
- Proficient in Microsoft Outlook and Microsoft Suite including Word and Excel. Previous
Salary: $215,000.00 - $250,000.00 per year
Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit our Stifel Benefits website. Applications are accepted until the position is filled.
About Stifel
Stifel is a more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel's bank and trust companies are affirmative action and equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following posters: Know Your Rights and Pay Transparency.
Stifel is an Equal Opportunity Employer.
Apply on company website
Find Connections via Linkedin
