Treasury Sales Officer

General Summary

The Treasury Sales Officer is responsible for driving treasury revenue and deposit growth in the assigned market(s) through proactive prospecting, new client acquisition, and expansion of treasury product adoption within existing relationships. This role serves as the Treasury Sales leader, combining strong business development skills, community engagement, and internal collaboration to position the bank as a trusted treasury partner while leveraging dedicated treasury teams for onboarding, implementation, and ongoing account support.

Responsibilities And Duties

• Possess strong business development skills, community engagement, and internal collaboration to position the bank as a trusted treasury partner
• Lead treasury-related sales efforts in partnership with Commercial Loan Officers and other bank staff
• Develop and lead external client reviews and presentations to ensure all necessary documents and details are presented accurately
• Maintain strong visibility and involvement in the business community to drive referrals and market presence
• Collaborate with treasury onboarding, implementation, and support teams to ensure smooth post-sale execution and client satisfaction
• Manage sales pipeline, goals, and activity reporting while maintaining accountability for market results
• Regularly exercise independent judgement and discretion over matters of significance
• Communicate effectively in-person and otherwise with all coworkers and customers, both during regular business hours and before and after regular business hours, if necessary

Knowledge, Skills, and Abilities

• Knowledge of treasury management products and bank compliance
• Ability to develop a consultative sales culture in assigned market(s) with internal teams and external community
• Existing presence or awareness of the business community in assigned market(s)
• Knowledge of bank and treasury management software
• Skills in Microsoft Office specifically Excel and PowerPoint
• Ability to communicate and coordinate activities with management, customers, coworkers, and vendors
• Ability to research and review customer industry segments and product portfolios
• Ability to travel

Education And Experience

• Bachelor’s Degree or equivalent years of work experience
• 5 years of bank and/or cash management experience
• Prior experience in a business development role with measurable results
• Certified Treasury Professional (CTP) certification preferred