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.

The Sales Specialists develop a cooperative working relationship between Treasury Sales Officers, the implementation team, and other Bank operations departments necessary for the delivery of Treasury products to prospects and clients. They develop processes and procedures that simplify, clarify, and speed up the process between the time of client acceptance of Treasury Management products and product implementation, and follow up with clients when new setups are implemented, remaining a constant source for ongoing client questions or needs.

• Builds strong relationships with treasury and other depository clients.
• Builds strong relationships and partnerships with the TMO.
• Participates with TMO in the client planning process and provides specific client/prospect relationship data that may aid in the calling/business generation process.
• Understands and influences internal process improvements required to streamline the client experience.
• Prepares Account Analysis Comparisons as requested by Treasury Sales Officers, based on data from competitor statements.
• Prepares sales presentations and proposals.
• Prepares formal treasury reviews to be presented to top‑tier TM clients.
• Is comfortable having product sales conversations with existing and potential clients, including product pricing and rate discussions.
• Assists clients and Treasury Sales Officers as needed with problem resolution (mostly with larger TM clients).
• Assists with periodic assessments and evaluations for renewal, annual compliance, etc. Escalates problems to Treasury Sales Officer as needed.
• Adheres to Altabank Core Values.
• Keeps management appropriately informed of area activities and any significant problems.
• Participates in Community Service and bank‑sponsored activities that serve and support the mission and values of Altabank.
• Provides superior internal and external customer service.
• Represents Altabank in a professional manner.
• Maintains regular and predictable attendance.
• Performs additional duties as requested or assigned.

M‑F 8‑5

• 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 of education.
• A college degree or equivalent combination of education and experience.

• Basic knowledge of Treasury Management products/services 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.

Develops 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 with the ability to build trust, influence decisions, and interface professionally…