Treasury Management Sales Officer

Treasury Management Sales Officer (Education)

WHAT YOU WILL DO EVERYDAY

As a Treasury management Officer, AVP, you will play a key role in driving deposit growth and deepening business relationships within Interra's field of membership. You will proactively identify, acquire, and onboard new business members while expanding existing relationships to deliver customized Treasury Management solutions within a geographical area. Additionally, you will take ownership of a defined portfolio of complex business relationships, manage Public Fund relationships, and high-value commercial accounts.

You will lead consultative conversations with business owners, C-suite executives, and key decision-makers to uncover needs and deliver tailored solutions that support business growth and financial operations. You will serve as a subject matter expert on Treasury Management products and services, collaborating with Business Lenders, Credit Union Managers, and Member Advisors to develop strategies that strengthen member relationships and maximize profitability.

This includes coaching internal partners on referral strategies and presenting solution proposals directly to business members.

Direct Reports:
None

HOW YOU WILL MAKE AN IMPACT

30% Increase the Treasury Management portfolio by identifying, acquiring, and expanding business relationships that benefit from Treasury Management services such as Remote Deposit Capture, ACH Origination, Wire Transfers, and fraud prevention tools such as Positive Pay and Sweep Accounts. Conduct needs-based consultations to assess business member goals, recommend customized solutions, and execute seamless onboarding strategies. Manage agreements and monitor risk exposures, conducting annual reviews for daily and period limits and reporting findings to Treasury Service Leadership.

Provide subject matter expertise and training new Treasury Management Officers for internal teams and business partners, including support for Public Fund accounts and advanced product strategy.

30% Generate new business by calling on new and current members to discuss their financial needs, gathering pertinent data, making on-site visits, and identifying potential to add Interra's efficient product offerings. Partner with Commercial Lenders to execute joint calling strategies on local prospects and leverage lender pipelines to encourage full-servicing banking relationships. Conduct outside sales calls, prepare and deliver professional proposals based on analysis of Deposit and Account Analysis statements, and drive success towards quarterly goals.

Research market potential (industry trends and issues affecting the commercial interiors or services business) to generate and execute a plan that achieves sales targets. Maintain an appropriate level of sales activity; providing evidence to support prospecting and networking. Monitor market conditions, product innovations and competitors' products, prices, and sales.

15% Analyze and interpret financial and transactional data to recommend product solutions and account structures; translate findings into clear, actionable proposals. Conduct annual Treasury Management risk reviews to proactively identify potential exposure and evolving member needs. Maintain compliance with relevant laws and regulations including BSA, Patriot Act, OFAC, and Treasury Management-related policies and procedures. Support departmental operations by inputting and analyzing key data, generating reports, and identifying relationship development opportunities.

10% Visit branches within your territory to build rapport, train staff, and establish tailored referral strategies based on community and member needs. Meet regularly with Branch Managers to develop plans for engaging top business members and high-potential prospects. Deliver training and coaching sessions to build staff confidence in identifying Treasury Management opportunities. Act as a resource to branch and lender staff by sharing insights about community trends, member needs, and upcoming initiatives.

10% Represent Interra Credit Union through active participation in community organizations, volunteer opportunities, networking events, and board memberships. Act as an ambassador for the Credit Union in promoting Interra's mission, building brand visibility, and cultivating trust with local influencers and centers of influence. Engage with key industries including agriculture, nonprofit, and commercial sectors to discover partnership opportunities and deepen business impact.

5% Assists Treasury Services management team to manage public fund accounts including preparing, presenting, and the execution of proposals with local municipalities and school districts. This process includes but is not limited to, researching the entity, cost analysis, researching competitor offerings, answering internal process questions, and compatibility with external vendors. Works with Finance team to determine rate offerings related to terms.

Works with Marketing…