Treasury Management Sales

POSITION SUMMARY: Treasury Management Sales is responsible for driving new business growth by developing a robust referral network and prospect pipeline focused on commercial clients with significant deposit balances and strong treasury fee income potential. This role manages the end-to-end sales process, ensuring exceptional client experience through consultative engagement and tailored solutions. The officer will leverage a comprehensive suite of treasury management products and services to meet clients’ day-to-day financial needs, optimize cash flow, and strengthen long-term relationships.

THIS ROLE IS ACCOUNTABLE FOR:

• Generating leads that convert to new Scale Bank relationships.  
• Working closely with the commercial banking team to meet the treasury management needs of our clients
• Client Management 
• Ensuring a positive customer cash management experience.  

Accountabilities/Responsibilities

Generating leads that convert to new Scale Bank relationships - 60%

• Build and maintain deep knowledge of the competitive landscape, industry trends, and treasury management solutions to identify opportunities. 
• Identify deposit-rich industries and client segments, assess their cash management needs, and design tailored strategies to attract and serve these businesses. 
• Develop and expand a strong network of business owners and referral sources through proactive outreach, in-person meetings, and relationship-building activities. 
• Facilitate introductions between prospects, referral sources, and internal partners to strengthen relationships and uncover new business opportunities. 
• Collaborate with Commercial Lenders by introducing them to qualified prospects and referral sources to drive comprehensive treasury management solutions. 
• Leverage CRM tools to capture and update key prospects and referral source information, ensuring accurate data for pipeline management and follow-up. 
• Identify and promote opportunities for clients and referral sources to engage in bank-sponsored events, educational sessions, and networking and industry events that add value and deepen relationships.
• Develop and implement a strategic plan for active participation in industry and association events to strengthen Scale Bank’s market presence and reinforce its reputation within the business community

Work closely with the commercial lending team to meet the treasury management needs of our clients and prospects - 15%

• Partner with commercial lenders during client interactions to identify opportunities for reviewing and recommending treasury management services to existing customers and prospects that exceed defined size thresholds.  
• Lead evaluations of clients’ current treasury management usage and uncover opportunities to add value through additional services, both at the individual client and portfolio level. 
• Assist in developing treasury management sales and marketing tools that enhance the client experience and improve win rates. 
• Meet with clients to present treasury management reviews and influence decisions to adopt or expand services based on their needs.

Client Management -15%

• Serve as the primary relationship manager for assigned deposit rich clients, ensuring proactive outreach, ongoing communication, and timely resolution of treasury management related needs.
• Conduct regular check ins and treasury reviews to reinforce relationship depth, identify emerging client needs, and strengthen long term deposit stability.
• Coordinate with internal partners to ensure seamless onboarding, high quality service delivery, and consistent client experience across all treasury management touchpoints.

Ensuring a positive customer cash management experience - 10%

• Identify opportunities to enhance the bank’s suite of treasury management services and recommend additions or improvements that align with client needs. 
• Provide input on pricing strategies for treasury management services to ensure competitiveness and value. 
• Collaborate with senior management to develop marketing strategies that promote treasury management solutions and strengthen client engagement. 
• Act as the voice of the customer by supporting process improvements that enhance the overall client experience.

Team Accountabilities:

• Delighting my customers
• Giving my all
• Creating a great place to work
• Making improvements
• Keeping us compliant

Supervision

This role does not have supervisory or other work direction responsibility over other employees.

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

EDUCATION, EXPERIENCE AND SKILLS

• Demonstrated expertise in Treasury Management products and services, with a comprehensive understanding of their application to client needs. 
• Five to ten years of direct experience in Treasury Management sales and client service roles. 
• Strong analytical and critical-thinking skills, with the ability to gather and interpret data, evaluate key variables, and develop well-reasoned recommendations. 
• Excellent written and verbal communication skills, with the ability to convey complex ideas clearly, concisely, and persuasively. 
• Sound decision-making capabilities, integrating analysis, experience, and professional judgment to deliver effective outcomes. 
• Proven sales acumen, including the ability to develop a deep understanding of client needs, craft and present value-driven solutions, and successfully close opportunities. 
• Client-focused and relationship-oriented professional who enjoys working with business owners and senior leaders to address challenges and deliver solutions. 
• Strategic thinker with the ability to anticipate future opportunities and risks, synthesize information from multiple sources, and define a clear, actionable path forward.