Treasury Management Sales Officer

Job Description

Job Description

Title: Treasury Management Sales Officer

FLSA: Exempt

Hours: Monday – Friday 8:00 – 5:00

Category: Full Time

Reports To: VP Community Engagement

SUMMARY

The position of Treasury Management Sales Officer is responsible for driving deposit growth and fee income by delivering customized treasury solutions to business customers. As a Treasury Management Sales Officer, you will generate new treasury management business and maintain relationships with existing customers. This role focuses on identifying customer needs, developing strategic relationships, and promoting the bank’s suite of cash management products and services. The ideal candidate will be proactive business developer with strong consultative sales skills and a deep understanding of treasury operations in a community banking environment.

In addition the Treasury Management Sales Officer assures compliance with all SVB policies and procedures, as well as, all applicable state and federal banking regulations.

ESSENTIAL DUTIES

Develop and execute strategic sales plan to engage and close business with C-level executives (CFO, CEO, CIO, etc.)

Identify and qualify high-value business opportunities through research, networking, and outbound prospecting.

Build trusted advisor relationships with senior decision-makers to understand their business challenges and align solutions.

Drive revenue growth by prospecting new treasury management business, retaining and expanding existing customer relationships, and collaborating with other business units to achieve departmental and company goals.

Proactively identify treasury management sales opportunities, leads and/or product upgrades within an existing portfolio.

Promote treasury services internally to enhance cross-organizational collaboration and drive quality referrals and new customer acquisitions.

Participate and provide input on treasury management product development and pricing by providing client feedback, competitive market/industry information and business requirements.

Drive business development efforts in collaboration with various stakeholders to achieve financial targets and enhance customer experience.

Actively engage in community networking to expand brand awareness and foster new relationships.

Must comply with current applicable laws, regulations and bank policies and procedures. Comply with all safety policies, practices and procedures. Report all unsafe activities to supervisor and/or Human Resources.

The position of Treasury Management Sales Officer performs duties specific to the position and other functions as assigned.

SUPERVISORY RESPONSIBILITY

The position of Treasury Management Sales Officer is not responsible for the supervision of any employee(s).

MINIMUM REQUIREMENTS

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

• Bachelor’s degree in Business, Finance, or related field (or equivalent experience).
• 3+ years of treasury management or commercial banking experience
• Proved track record of consultative sales and relationship management.
• Strong knowledge of cash management products (ACH, wires, remote deposit, fraud tools, etc.).
• Excellent communication, presentation, and negotiation skills.
• Ability to work independently and collaboratively across departments.
• Proficiency in CRM systems and Microsoft Office Suite.
• CTP (Certified Treasury Processional) designation preferred.
• Experience in a community bank or regional financial institution preferred.
• Familiarity with small business and middle-market client segments preferred.

• Effective organizational and time management skills.
• Ability to work with general supervision while performing duties.

• Current driver’s license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.

The incumbent must be able to perform this position safely, without endangering the health or safety to him/herself or others.

Sauk Valley Bank is an Equal Opportunity Employer. SVB is committed to the provision of equal opportunity employment for all qualified persons in all job classifications in recruitment, selection and promotion without regard to race, color, religion, gender, gender identity, sexual orientation, parental status, national origin, age, disability, military status, veteran status or any other protected status. Submission of this information is voluntary and is not considered in employment decisions. This information will be kept separate from the employment files and is considered confidential.

Sauk Valley Bank offers medical, short term disability, long term disability, life, vision, dental, and 401K benefits to all full-time positions. PTO will vary depending on the level of the position. This position is eligible for incentive.

Management reserves the right to change this position description at any time according to business needs.

Salary Range: $60,000.00 to $80,000.00 annually depending on experience

March 4, 2026