Senior Treasury Management Solutions Specialist

The Sr. Treasury Management Solutions Specialist is a sales-driven role focused on acquiring, expanding, and retaining treasury management relationships to drive deposit growth, product adoption, and recurring fee income. Partnering with Treasury Management Manager, Relationship Managers, and Branch Managers, the Sr. Specialist delivers consultative, tailored treasury solutions by assessing client workflows and identifying efficiencies. The role owns the full sales lifecycle from prospecting and solution design to implementation and post-sale relationship management and consistently meets performance goals related to deposits, product penetration, and revenue growth, with a strong field presence across assigned markets. Work Location & Schedule Expectations Branch & Market Locations (3-4 days per week) In-market field engagement with branch partners and independently.Outbound prospecting, pipeline development, and follow-up activity.Joint client and prospect meetings with your Treasury Management Solutions Manager, Branch Managers and Relationship Managers.Treasury solution presentations, client needs assessments, and consultative sales discussions. Livermore Operations (1-2 days per week) Internal partner collaborationPipeline strategy, reporting, and administrative responsibilities.Training, implementation coordination, and internal meetings. Customer Experience Provide best-in-class service that aligns with or exceeds our client experience standardsEffectively promote and expand client relationships utilizing the TMS Discovery toolsAccurately obtain necessary information and required entity documentation to prepare intake requestsAddress and resolve client requests in a timely, consistent, and professional manner Relationship & Building Development Building Responsible for supporting assigned branches and providing additional coverage for teammates as neededDrive profitable client relationship growth by executing targeted business development and strategic account plans, delivering consultative treasury management solutions in close partnership with Relationship Managers, Branch Managers, and internal teamsMeet or exceed assigned sales revenue, proposal, referral, and quarterly scorecard objectives while contributing to Treasury Management Solutions and partner goalsManage and review performance metrics, results, and an accurate pipeline reflecting a minimum of 90 days of projected business, with managementActively conduct internal and external prospecting activities, including outbound calling, telemarketing, follow-up, cold calling, and participation in community-based networking and business development eventsGrow non-interest income and deposit interest income through effective solution placement and client expansionMaintain current knowledge of all Treasury Management products, services, sales strategies, and implementation of best practicesPromptly identify and escalate potential fraud, losses, or risk-related concerns in accordance with bank policies and proceduresSupport the refinement of treasury management sales processes, tools, and collateral to enhance efficiency, consistency, and client experienceAssist with Treasury Management Solutions team training related to products, sales strategies, implementations, and emerging best practices Operations Adhere to and effectively explain all bank policies, procedures, and applicable regulatory requirements as directed by managementEnsure compliance with applicable State and Federal regulations and laws. Perform all operational duties with accuracy and attention to detailActively prepare for and participate in TMS Huddles, department meetings and training workshopsStay informed of job-related issues, bank promotions, and changes in products, services, policies, procedures, as well as actively participate in industry-related seminars and training classesStay current on business-related activities in other areas of the bankMaintain a flexible work schedule, including weekendsPerform other additional duties as assigned5 or more years of experience in financial services including a minimum of 3 years’ treasury management or equivalentHigh school diploma or GED required; college degree preferredProven selling and negotiation skills; with an ability to articulate complex ideas and solutionsAbility to create strong working relationships with clients, prospects through cold calling new outside business opportunitiesPrior experience working with Branch Managers and business partners to identify and develop treasury management solutions for clients and prospects or equivalentStrong listening, verbal and written communication, and presentation skillsStrong time management, organizational, and planning skillsAbility to interpret and analyze prospective clients’ business statementsAbility to use various PC and internet-based systems including but not limited to Client Relationship Management System (CRM), Word, PowerPoint, and Excel for the roleAbility to travel to various locations throughout the assigned geographic territoryAbility to work independently and have strong acumen for business and relationship developmentAbility to walk and stand for outside business development activitiesProfessional appearance is required