Treasury Sales Officer II

About The Role

Altabank, Division of Glacier Bank, is looking for a Full‑time Treasury Sales Officer II for our North Logan branches.

This position is primarily responsible for driving new Treasury Management business, commercial deposit growth, revenue generation, and client acquisition for the Bank. The Treasury Sales Officer develops and manages a portfolio of business clients and prospects by identifying deposit growth opportunities, actively prospecting new customers, and delivering consultative sales solutions that include treasury products and services, commercial card, merchant services, and related banking solutions.

This position is expected to build strong relationships with clients and internal partners, including commercial lending, retail banking, mortgage, and other areas of the Bank, to deepen relationships, generate referrals, and provide comprehensive financial solutions. Success in this role requires strong sales skills, disciplined pipeline management, relationship management, effective presentations, competitive market awareness, and the ability to match client needs with appropriate Bank products and services.

• Drives commercial deposit growth, treasury management revenue, and new customer acquisition through proactive calling, prospecting, referrals, and consultative sales activity.
• Works closely with commercial lending, retail banking, mortgage, and other bank partners to identify client needs, generate qualified referrals, and deliver comprehensive banking solutions.
• Develops channels to prospect new Treasury Management clients, manages a disciplined prospect pipeline, and follows up consistently to move opportunities through the sales process.
• Calls on prospective and existing business customers to develop new Treasury Management relationships, expand deposit balances, and increase product penetration.
• Promotes and sells treasury products and services, commercial card solutions, merchant services, and other deposit-related products based on client needs and Bank priorities.
• Provides consultative expertise to existing Treasury Management clients and prospects to assess cash flow, payment, receivables, fraud prevention, and deposit service needs and recommend appropriate solutions.
• Creates and delivers sales presentations, product demonstrations, proposals, and pricing recommendations that clearly communicate value and address client needs.
• Obtains new clients and expands existing relationships to increase core deposits, fee income, commercial card adoption, merchant services usage, and overall relationship profitability.
• Services new and existing accounts, monitors and assesses customer relationships to ensure proper servicing, customer satisfaction, retention, and identification of additional growth opportunities.
• Performs regular client follow-ups and relationship reviews, including yearly reviews with top clients, to strengthen retention and deepen relationships.
• Provides employee and internal customer Treasury Management training, limited technical support, and product demonstrations to improve referral quality and sales effectiveness across the Bank.
• Works with other members of the Treasury team to understand market trends, competitive offerings, pricing, product capabilities, and client needs.
• Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
• Complete required bank training courses within assigned time frame(s). It is the individual learner responsibility to ensure that they understand the information given to them in each training. If the learner does not understand the information given they need to reach out to their supervisor for further clarification or additional training.
• Adhere to Altabank Core Values.
• Keeps management appropriately informed of area activities and of any significant problems.
• Participate in Community Service and Bank sponsored activities that serve and support the mission and values of the Altabank.
• Provide superior internal and external customer service: must demonstrate self-governance, courtesy and respect toward…