Treasury Management Sales Officer

This role is responsible for driving treasury management growth across Arizona by developing new business, expanding existing relationships, and serving as a trusted advisor to clients and internal partners. The position requires a consultative sales approach, strong product knowledge, and close collaboration across relationship management, implementation, and commercial services teams to deliver effective client solutions.

Key Responsibilities

• Lead consultative sales calls with customers and prospects to extend relationships through treasury management and other bank products and services.


• Develop new treasury management business while growing and retaining existing client relationships.


• Prepare and deliver comprehensive sales proposals to customers and prospects.


• Manage the full sales cycle, including business development, prospect qualification, needs analysis, and closing to achieve annual revenue goals.


• Maintain an accurate, current sales pipeline in the bank's customer relationship management system.


• Stay current on industry trends, collaborate with vendors, and represent the bank at local industry conferences and meetings.


• Serve as a treasury management advisor by education clients on products, pricing, operations, and overall value.


• Participate in Relationship Manager pipeline meetings and hold regular on-on-one strategy sessions with partners to advance customer and prospect opportunities.


• Partner with the Implementation Consultant and Commercial Services to ensure new services are set up accurately, on time and with responsive support for client needs.


• Identify product improvement opportunities by communicating client and prospect feedback to Commercial Product Management.

Required Qualifications

• Bachelor Degree or equivalent professional experience


• Minimum of 3 years of treasury management sales experience


• Demonstrated success meeting sales goals


• Strong knowledge of cash management products and related business, financial and risk management processes


• Proficiency with Word processing, spreadsheet, and presentation software


• Strong verbal, written, and presentation skills


• Ability to travel, as needed, to perform essential job responsibilities

Preferred Qualifications

• Familiarity with financial payments software applications


• CCM or CTP certification