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Treasury Services Sales Manager

Job in Milton, Santa Rosa County, Florida, 32570, USA
Listing for: United Bank of Southwest Alabama & Northwest Florida
Full Time position
Listed on 2026-04-17
Job specializations:
  • Finance & Banking
    Financial Manager
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

To be considered for this position, please complete the online employment application for this role (Apply Now) and complete the Predictive Index workplace assessment here:

Job Function / Summary

The Treasury Services Sales Manager is responsible for the strategy, development, and growth of the bank’s Treasury Management products and services. This role supports Commercial Banking by driving treasury sales, enhancing customer relationships, and increasing non-interest fee income. The position partners closely with Commercial Lenders, Business Bankers, and the Treasury Management Sales team to expand existing relationships, develop new business, and provide expertise in cash management solutions.

Primary

Duties & Responsibilities
  • Analyze market trends, competitor offerings, pricing, and customer needs to ensure the bank is competitive in Treasury offerings.
  • Develop and execute Treasury Management strategies aligned with the bank’s overall strategic plan.
  • Oversee Treasury Management product development, pricing, vendor relationships, system enhancements, and ongoing product support.
  • Ensure Treasury Services operate in compliance with regulatory and operational standards.
  • Drive Treasury fee income and deposit growth through prospecting, referrals, and portfolio development.
  • Analyze customer cash flow needs to recommend treasury and liquidity solutions.
  • Monitor product performance, customer adoption, and revenue trends through reporting and analytics.
  • Partner with Commercial Lenders, Business Bankers, and the Treasury Management Sales team on joint sales calls, customer presentations, and relationship expansion.
  • Collaborate with internal teams to deliver a seamless customer experience.
  • Any other duties assigned by Management.
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