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Treasury Services Sales Manager

Job in Milton, Santa Rosa County, Florida, 32570, USA
Listing for: United Bank of Southwest AL & Northwest FL
Full Time position
Listed on 2026-05-23
Job specializations:
  • Finance & Banking
    Financial Manager, Banking & Finance, Risk Manager/Analyst
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

EOE Statement United Bank is an Affir, We consider all qualified applicants without regard to race, color, religious beliefs, sex (including pregnancy), sexual orientation, gender, gender identity, marital status, age, physical or mental disability, genetic information, status as a protected or disabled veteran, national origin, or any other protected characteristic as required by applicable federal, state or local law.

About the Organization United Bank is a growing $1.4 billion community bank operating 24 locations in Southwest Alabama and Northwest Florida that is proud to be a certified Community Development Financial Institution. We offer competitive salary and an exceptional benefit package including BCBS medical, dental, vision, 401k with company match up to 5 1/2%, profit sharing, annual bonus opportunity, and more!

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.
SUPERVISORY RESPONSIBILITIES

Carries out supervisory responsibilities in accordance with the organization's policies, procedures, and applicable laws. Provides guidance and oversight to and is responsible for the coordination and evaluation of the assigned team. Responsibilities may include interviewing, hiring, and training employees; planning, assigning, and directing work; performance management; employee compensation; approving expense reports; addressing concerns and resolving problems.

MINIMUM REQUIRED EDUCATION, EXPERIENCE & SKILLS
  • Bachelor’s degree in Business, Finance, Accounting, or related field.
  • 5+ years of treasury management, cash management, business banking, or commercial banking relationship management experience.
  • 2+ years supervisory experience with proven ability to lead high performing teams.
  • Successful experience developing new business with focus in a customer-facing, relationship-based, or sales-support role.
  • Knowledge and experience selling or supporting Treasury Management products such as Automated Clearing House (ACH), Wire Transfers, Remote Deposit Capture (RDC), Lockbox Services, and Fraud Mitigation tools (Positive Pay), Account Reconciliation Services, Merchant Card Services, and Sweep Accounts.
  • Experience partnering with lenders or business bankers for outside customer calling efforts.
  • Ability to develop strong working relationships with customers and internal stakeholders.
  • Proficiency with banking system software, Microsoft Office products, with ability to adapt to changing technology.
PREFERRED EDUCATION, EXPERIENCE & SKILLS
  • Master’s degree in Business, Finance, Accounting, or related field.
  • 8+ years of treasury management, cash management, business banking, or commercial banking relationship management experience.
  • Professional treasury…
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