Treasury Management Sales Leader
Listed on 2026-09-15
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Sales
Banking & Finance
Job Description
Our goal at Fidelity is to create a better future by acting with accountability and integrity alongside our customers and within our communities. Since 1908, we have built a legacy upon simple, enduring values and an unwavering commitment to the communities we serve. We pride ourselves on being part of a community-focused and team-oriented work culture where we invest in our associates to ensure success within the company.
Fidelity Bank, headquartered in New Orleans, Louisiana, believes in making a difference by living our mission of "Here for Good" to help families and businesses thrive in the communities we serve.
Fidelity promotes a culture of work/life balance for all associates. We offer a competitive total rewards package for eligible associates including:
Competitive pay based on the position, qualifications, relevant experience, and skillset
Paid Time Off
Up to 14 paid holidays annually
Comprehensive Medical, Dental, and Vision Insurance
Employer Funded Health Savings Account
Paid Parental Leave
401(k) with matching contributions
Wellness Program to reduce health insurance premiums
Free or discounted banking services
Basic Life Insurance and AD+D
Tuition Reimbursement Plan
Associate Referral Program
Associate Volunteer Program
Employee Assistance Fund (subject to IRS guidelines)
Employee Assistance Program
Opportunities for training and career development
Gym Discounts, Verizon Wireless Discounts, Tickets At Work Discounts
Retail branch locations are closed on Saturdays!
The benefits listing is for informational purposes. Additional details regarding compensation and benefits will be provided during the application process. Fidelity reserves the right to modify, amend, or terminate any and all benefits at any time.
Do you want to make a difference? If so, this opportunity may be the right choice for you! Fidelity Bank is looking for competitive, self-reliant, energetic individuals that are driven to succeed.
Position Summary:The Treasury Management Sales Leader is primarily responsible for the Treasury Management sales activities across the enterprise footprint including development of new Treasury Management business, expansion of existing business relationships, and providing oversight for the servicing of Treasury Management customers. The individual is responsible for development of Treasury Management business plans including marketing strategies and sales objectives.
Required Qualifications , Competencies, andSkills:
Bachelor's Degree in Finance, Management, Business Administration or related field, or 4 years of directly related experience
7 years of experience in treasury management sales
5 years of sales leadership/supervisory experience
Proven track record of leading a Treasury Management Sales function to achieve and exceed targets
Strong knowledge and understanding of treasury management solutions, commercial banking products and payment systems, including but not limited to ACH, Remote Deposit Capture, Cash Management and other depository specific products and services
Proficiency in Microsoft Office Suite to include Word, Excel, PowerPoint, Outlook and Teams
Developed cognitive skills to include effective Problem Solving, Innovative and Analytical Thinking, sound Decision Making and effective Organization and Planning
Developed intrapersonal skills to include Initiative, Resourcefulness, Tenacity and Follow-through
Developed interpersonal skills to include excellent Communication, Client Focus, Influence, Versatility and Collaboration
Developed leadership skills to include Strategic Thinking, Relationship Management, Achieving Results and Coaching and Development
Developed sales skills to include Sales Drive, Pipeline Management, Prospecting and Negotiation
Skills:
Master's degree in a business-related field
Graduate of Banking School
Professional certification such as Certified Treasury Professional or similar
Experience with CRM systems and sales performance analytical tools
Knowledge of regional market dynamics and business environment
Develop and lead the Treasury Management sales function across the banks footprint to achieve sales targets and objectives fostering a high-performance culture
Work with Executive Management to develop annual Treasury Management revenue and expense budgets
Develop and implement effective sales strategies and plans to drive revenue growth and retention of existing portfolio
Drive sales growth by identifying…
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