Treasury Management Sales Officer
Rockland Trust
Treasury Management Sales Officer
Rockland Trust is a full-service commercial bank and financial services company committed to helping our neighbors reach their financial goals. Founded in 1907 and headquartered in Massachusetts, we proudly serve individuals, families, and businesses throughout New England with a strong emphasis on personal relationships, local decision-making, and community impact.
With a broad range of banking, wealth management, and investment solutions, Rockland Trust combines the resources of a growing financial institution with the personalized service of a community bank. Our long-standing philosophyWhere Each Relationship Mattersguides how we work with our customers, colleagues, and communities every day.
At Rockland Trust, our employees are at the heart of our success. We foster a collaborative, inclusive, and values-driven culture that encourages professional growth, innovation, and work-life balance. We are deeply committed to community involvement, financial education, and creating a workplace where individuals can build meaningful, long-term careers.
The Treasury Management Sales Officer is responsible for developing and expanding Treasury Management (TM) relationships with commercial and institutional clients to drive fee income and deepen customer relationships. This individual partners with Relationship Managers and product partners to deliver comprehensive solutions tailored to client needs.
Key Responsibilities:
- Originate new Treasury Management business from existing & prospective commercial clients.
- Collaborate with Relationship Managers to identify and close cross-sell opportunities across deposit, lending, and payment solutions.
- Develop customized cash management strategies addressing clients' payables, receivables, fraud prevention, and liquidity management needs.
- Prepare and deliver client presentations, proposals, and pricing recommendations.
- Maintain in-depth knowledge of all Treasury Management products, including ACH, Lockbox, RDC, Positive Pay, Merchant Services, and liquidity solutions
Client Relationship Management
- Serve as a trusted advisor for high-value clients
- Conduct periodic relationship reviews to identify opportunities for additional product adoption.
- Partner with TM Implementation & Client Service teams to ensure seamless onboarding and satisfaction.
- Resolve escalated client issues related to TM products and services.
Internal Partnership & Leadership
- Act as a subject matter expert to Relationship Managers and internal partners.
- Represent Treasury Management in cross-functional initiatives supporting bank-wide growth and efficiency.
Qualifications:
- Bachelor's degree in Business, Finance, Economics, or related field
- 7+ years of Treasury Management or commercial banking experience, with a proven record of meeting sales goals.
- Strong understanding of working capital solutions, payments, and deposit products.
- Excellent communication, presentation, and negotiation skills.
- Ability to manage complex sales cycles and collaborate across business lines.
- Proficiency in CRM systems, Treasury Management platforms, and Microsoft Office Suite.
Benefits & Culture
Our goal is to offer our colleagues the most generous benefits package possible. We provide a comprehensive suite of benefits designed to support your health, financial security, and overall well-being. Benefits include: competitive compensation with performance-based incentive awards, health and dental insurance, a 401(k) and DC retirement plan, LTD and life insurance, paid vacation, day care reimbursement, tuition assistance for undergraduate and graduate programs, an award-winning wellness program, and much more!
At Rockland Trust, you'll find a respectful and inclusive environment where everyone has the opportunity to succeed. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Pay Transparency
Compensation for this role will be based on a variety of factors, including skills, experience, education, and internal equity. The salary range posted reflects the company's good-faith estimate of the range for this position at the time of posting. Actual compensation may vary. In addition to base salary, certain positions may be eligible for additional compensation, including commissions, incentive awards or stipends.
Accessibility & Accommodations
We are committed to providing reasonable accommodations to enable individuals with disabilities to perform the essential functions of their roles.
Rockland Trust$65k - $80k
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