Treasury Management Sales Officer

Treasury Management Sales Officer

We are seeking a highly motivated, client-focused Treasury Management Sales Officer to educate and advise commercial customers on a full suite of Treasury Management products and services. This role helps businesses streamline daily operations, improve cash flow, and reduce fraud risk.

Key Responsibilities

• Drive Treasury Management sales growth through targeted outreach, internal partner leads, and proactive external business development.
• Generate new commercial deposits annually and support Treasury income goals.
• Serve as a key resource for internal sales channels, including Banking Centers, Private Banking, and Commercial Lending.
• Expand Treasury Management presence across the San Antonio, New Braunfels, and Boerne markets.
• Advise clients on ACH, Same-Day ACH, domestic/international wires, RDC, Positive Pay, Lockbox, Merchant Services, Treasury platforms, and reporting tools.
• Conduct personalized training sessions for internal teams to enhance TM product knowledge and improve customer engagement.
• Deliver customized product demos for internal partners, existing clients, and prospective customers.
• Ensure accurate documentation and smooth onboarding by coordinating with Implementation Specialists and Service teams.

Minimum Qualifications

• 57 years of Treasury Management experience or related roles.
• 7 years of general bank operations experience, including electronic banking, payments, and core systems.
• 5+ years of customer-facing experience (in-person and phone-based) in a professional setting.
• Strong diplomacy, professionalism, and the ability to effectively engage senior bank officers and business clients.

Peyton Resource Group