Treasury Management Sales Officer
Our client is a forward-thinking national bank with a relationship-driven culture and a commitment to innovative, secure financial solutions. As the Treasury Management Sales Officer for a national bank, you will be responsible for the steady growth of the Treasury Management (TM) portfolio through prospecting, marketing, educating, and implementing the Bank’s commercial depository services and treasury management products to both existing commercial customers and prospects. Success will be measured by calling efforts and new product implementations.
Job Duties
Treasury Solutions and Sales
- Recommend and implement treasury management products to existing and prospective commercial customers such as ACH, wire services, remote deposit capture, fraud prevention, and online banking solutions.
- Partners with commercial lenders and relationship managers on joint client calls to identify opportunities, deepen relationships, and ensure customers satisfaction remains high.
- Conduct proactive client reviews to assess cash flow needs, operational processes, and treasury risks.
- Prepare pricing proposals, product demonstrations, and presentations tailored to client needs.
- Reports to the President.
Implementation and Service Support
- Coordinate onboarding of treasury management services to ensure timely and accurate implementation.
- Responsible for obtaining customer signed agreements for all TM products and services used.
- Provide onboarding training and education to clients on treasury management platforms and best practices.
Reporting and Collaboration
- Prepare sales pipeline, revenue, and performance reports as required.
- Collaborate with internal teams including operations, treasury management operations, credit, compliance, and technology.
Requirements
- Qualified candidates should hold a bachelor’s degree in a business-related field and have a minimum of five years of experience in bank treasury management sales and service.
- Excellent written and verbal communication skills are a must.
- This position requires an understanding of bank TM products and services.
- Awareness of regulatory issues related to bank TM products and services.
Comprehensive Total Rewards Offering:
Our client offers a competitive total rewards package designed to attract, retain, and support high-performing professionals. The package includes:
- Salary commensurate with experience
- Medical, dental, and vision insurance
- 401(k) plan with employer matching contributions
- Life and disability insurance coverage
- Health savings and flexible spending accounts
- Paid time off
Beyond compensation, they emphasize a culture of collaboration, professional growth, and meaningful employee engagement.
About Our Client:
Our client is a well-established national bank known for combining stability with innovation. Operating with a customer-centric mindset, the organization offers a full suite of commercial banking and treasury management solutions designed to help businesses operate more efficiently and securely. With a collaborative internal culture and an emphasis on long-term relationships, our client empowers its teams to grow portfolios, deepen client engagement, and contribute meaningfully to the institution’s continued success.
The MINT National Bank
Drive the Future of Treasury Solutions
If you’re energized by building commercial relationships, delivering innovative Treasury Management solutions, and turning opportunity into measurable growth, this is your moment. Apply now and help shape how businesses move, manage, and protect their money.
Our client is an equal opportunity employer that welcomes and encourages diversity in the workplace. It does not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
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