Treasury Management Sales Specialist

About the Role

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

The Treasury Management Sales Specialist (SS) along with the TMO will be responsible for driving Treasury Management business, commercial deposit growth, revenue generation, and client acquisition for the bank. The SS supports one or more Treasury Sales Officers with all organization, paperwork, process flow, and problem resolution activities, allowing the Treasury Sales Officers more time to hold face‑to‑face sales meetings with prospects and clients.

This position assists with the implementation and ongoing maintenance of Treasury Management services and TM clients.

• Build strong relationships with treasury and other depository clients.
• Build strong relationships and partnerships with the TMO.
• Participate with the TMO in the client planning process and provide specific client/prospect relationship data that may aid in the calling/business generation process.
• Understand and influence internal process improvements required to streamline the client experience.
• Prepare Account Analysis Comparisons as requested by Treasury Sales Officers based on data from competitor statements.
• Prepare sales presentations and proposals.
• Prepare formal treasury reviews to be presented to top tier TM clients.
• Conduct product sales conversations with existing and potential clients, including product pricing and rate discussions.
• Assist clients and Treasury Sales Officers as needed with problem resolution (mostly with larger TM clients).
• Assist with periodic assessments and evaluations for renewal, annual compliance, etc. Escalate problems to Treasury Sales Officer as needed.
• Adhere to Altabank Core Values.
• Keep management appropriately informed of area activities and any significant problems.
• Participate in community service and bank-sponsored activities that serve and support the mission and values of Altabank.
• Provide superior internal and external customer service.
• Represent Altabank in a professional manner.
• Maintain regular and predictable attendance.
• Perform additional duties as requested or assigned.

Monday–Friday 8:00 am – 5:00 pm

• 3–5 years of previous work experience in Treasury Management, business banking, sales, relationship management, customer acquisition, or a related customer‑facing financial services role; entry‑level experience developing a sales pipeline, prospecting new customers, expanding client relationships, and supporting deposit or revenue growth; or equivalent transferrable experience.
• Two to five years of similar or related experience.

• Bachelor’s degree (preferred) in Finance, Accounting, Business, or a similar field.
• A college degree or equivalent combination of education and experience.

• Basic knowledge of Treasury Management products and operations, including deposit products, cash management solutions, commercial card, merchant services, payment services, and related business banking solutions.
• Basic knowledge of banking products, services, policies, procedures, regulations, referral processes, and relationship‑based sales practices.

Developing ability to effectively prospect for new business, manage a sales pipeline, conduct needs‑based sales conversations, ask for business, and work toward deposit growth, revenue, and relationship expansion goals.

• Effective interpersonal and relationship management skills.
• Knowledge of sales fundamentals, including prospecting, discovery, consultative selling, referral development, objection handling, follow‑up discipline, and closing skills.
• Well‑developed interpersonal and communication skills (verbal and written).
• Strong attention to detail and ability to work efficiently and accurately.
• Demonstrated independent judgment.
• Strong organizational skills, including ability to prioritize and remain calm in a fast‑paced, deadline‑driven environment.
• Capability to interact calmly and professionally with a variety of people from diverse backgrounds at various levels within and outside the organization.

Employee must be capable of…