Treasury Management - Sales Associate III
Listed on 2026-06-28
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Sales
Financial Sales -
Finance & Banking
Financial Sales
Treasury Management Sales Associate III
As a Treasury Management Sales Associate III, you will generate new cash management business and expand existing business relationships with clients having annual revenues of $10MM and up. You will develop and implement a strategic and ongoing sales plan, utilize knowledge of competition and industry best practices to recommend appropriate treasury management products and services, and educate relationship managers and other associates to support business development.
You will maintain a high level of company and client confidentiality, identify, analyze, sell and support treasury management products and services to established and prospective corporate clients, and collaborate with Commercial Relationship Managers and specialty lines of business to achieve specific service charge and deposit goals. Additionally, you will solidify client retention by providing superior client service, assessing client needs and recommending effective strategies, negotiate pricing to optimize profitability of products or services, generate revenue through the sale of treasury management products and services, participate in sales management and officer call programs, build rapport with clients and colleagues, treat others with respect and consideration, and maintain current knowledge and compliance with regulations and bank policies related to the position, including BSA and OFAC requirements.
- Bachelor's degree or equivalent combination of education and related work experience.
- 15+ years of previous Treasury Management Sales experience.
- Advanced degree or certifications related to the field.
- 20+ years of progressive Treasury Management Sales experience.
- CTP certification.
- Demonstrates strong leadership with broad knowledge of Treasury Management.
- Excellent written and verbal communication skills.
- Excellent organizational skills with ability to prioritize workload and multi-task in a fast‑paced environment.
- Experience utilizing competitive analysis documents to prepare RFPs.
- Clear understanding of policies and procedures and ability to enforce compliance regulations.
- Exceptional internal and external client service orientation.
- Committed to the core value of meritocracy and supporting associates in growing within their role.
- Physical ability to push, pull, lift, bend, raise, and hold hands and arms overhead where necessary.
- Office setting with traditional hours.
- Standing for extended periods of time (typically no longer than 8 hours).
- Work at a rapid pace for long periods of time (typically no longer than 8 hours).
- Financial compensation, insurance, 401(k), associate stock purchase program, paid time off, associate banking perks.
- For more information about the benefits offered, .
The Bank is committed to providing qualified applicants and associates reasonable accommodation, when necessary, to enable the individuals to complete the application process and/or perform the essential functions of the job. An applicant and/or associate requiring reasonable accommodation to perform any essential job function should contact Human Resources. The Bank's policy is to provide equal opportunity to all people without regard to race, color, religion, national origin, ancestry, marital status, veteran status, age, disability, pregnancy, genetic information, citizenship status, sex, sexual orientation, gender identity or any other legally protected category.
The Bank is proud to be a drug‑free workplace.
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