Treasury Management Sales Associate

Treasury Management Sales Associate

The Treasury Management Sales Associate delivers specialized cash management and payment solutions to commercial clients. This role is designed for a driven, results-oriented professional who takes full ownership of individual goals, brings a solutions-oriented mindset to every client and internal interaction, and contributes to relationship growth across the Bank's commercial portfolio.

The Associate independently develops strategies to grow treasury management revenue and increase product and service penetration across the Bank's commercial client portfolio. Working alongside experienced advisors and commercial bankers, the Associate takes full accountability for individual goals while contributing to team-wide relationship growth.

Client Service and Sales

• Serves as an independent point of contact for commercial clients on treasury management products, account analysis, and service-related inquiries, delivering prompt and professional consultation.
• Develops and executes strategies to grow treasury management revenue and increase product penetration within the Bank's existing commercial portfolio.
• Identifies cross-sell opportunities by researching client payment activity, operational needs, and relationship profiles.
• Manages an active, independent prospecting pipeline targeting new treasury management relationships.
• Participates in outside sales calls with Treasury Management Advisors and commercial bankers, providing product demonstrations and supporting annual treasury management reviews.
• Attends internal client team meetings and external networking and sales events as assigned.

Proposals and Analysis

• Prepares comprehensive treasury management proposals, pricing recommendations, and presentations tailored to individual client needs and operational profiles.
• Develops Pro Forma Analysis Worksheets, Relationship Profitability Scenarios, Net Interest Income Analyses, and responses to complex Requests for Proposals.
• Analyzes client data and relationship metrics to uncover sales opportunities, cross-sell potential, and appropriate pricing structures.
• Coordinates relationship reviews for key treasury management clients, identifying needs and communicating recommendations to clients and advisors.

Onboarding and Implementation

• Manages treasury management onboarding from solution identification through client outreach and execution, ensuring follow-through at every stage.
• Oversees document review, enrollment coordination, and setup verification for new treasury management relationships.
• Ensures accuracy of all client documentation prior to submission for processing.
• Administers fee setup, posting, and periodic reporting for assigned treasury management services.

Pipeline and Reporting

• Maintains a current and accurate pipeline of business development opportunities in the Bank's CRM system.
• Provides monthly and periodic pipeline and fee income reports to advisors, relationship managers, and bank management.
• Monitors implementation progress on new and expanded treasury services relationships, identifying and resolving obstacles proactively.

Product Knowledge and Collaboration

• Develops and maintains proficiency across the Bank's full treasury management product suite, including Account Analysis, Online and Mobile Banking, Positive Pay, Remote Deposit Capture, ACH, Wire Funds Transfer, Lockbox, Commercial Card, and Merchant Services.
• Provides subject matter support to internal bank staff as needed.
• Communicates clearly and professionally in all internal and client-facing interactions.
• Applies bank policies, procedures, and regulatory standards consistently across all client interactions and internal processes.

This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.

Minimum Qualifications

• 2 years of experience in banking, financial services, sales, or a related client-facing role. Recent graduates with relevant internship or academic experience are encouraged to apply.
• Proficient in Microsoft Office suite, including Word, Excel, and Outlook.
• Demonstrates professionalism in communication, attitude, and teamwork with clients, peers, and management.
• Must possess a valid driver's license; occasional local travel required.

Preferred Qualifications

• 4-year undergraduate degree with a focus in business, finance, or a related field, or an equivalent combination of education and experience.
• Prior experience in a commercial banking, treasury management, or cash management environment.
• Demonstrated interest in pursuing industry certifications such as the Accredited ACH Professional (AAP) or Certified Treasury Professional (CTP).
• Familiarity with commercial deposit products, payment processing, or account analysis.

Attributes for Success

• Strong drive for independent sales activity and business development.
• Ownership mentality: takes accountability for goals, outcomes, and client relationships.
• Strong organizational skills, attention to detail, and effective time management.
• Clear and concise verbal and written communication skills.
• Self-motivated with a proactive mindset and high sense of personal accountability.
• Ability to manage multiple priorities in a fast-paced, client-driven environment.
• Consistently high-quality work ethic, professional appearance, and reliable attendance

Our Way

Preserve and enhance our culture in which the values of honesty, integrity, confidentiality, trust and respect are the underlying principles by which we work

Make a meaningful difference in our community through our service and financial support

Maintain a safe and sound institution that operates in conformity with the spirit as well as the letter of all applicable laws, rules and regulations, and maintain open and forthright communication with our regulators

Benefits

You will have the opportunity to participate, subject to the terms and conditions of the respective plans, in a comprehensive package of benefits. As a highlight:

• Eligibility for health, dental, vision, life and disability insurance coverages
• Retirement Plan - 401k with matching
• ESOP- Employee Stock Ownership Plan
• Time away from work vacation time, sick time and holidays
• Paid parental leave
• Tuition Assistance
• Professional development opportunities

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