Treasury Management Sales Officer
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Overview
Schedule
Full-time
Career level
Senior-level
Remote
On-site
Compensation
$70,720-$180,825/year
Benefits
Health Insurance
Job Description
The Treasury Sales Officer is responsible for developing new treasury management relationships and expanding existing commercial banking relationships by delivering treasury solutions that help business clients improve cash flow, enhance operational efficiency, and mitigate payment fraud risk. This position serves as a trusted advisor to business customers and partners closely with Commercial Relationship Managers, Business Bankers, and Treasury Operations personnel to drive deposit growth, treasury fee income, and overall client profitability.The Treasury Sales Officer proactively identifies opportunities, conducts needs assessments, recommends treasury management solutions, and manages the implementation process to ensure an exceptional client experience. The position is expected to maintain strong market visibility throughout their region of oversight and contribute to the Bank's strategic growth objectives.Salary range: $70,720.00 - $180,825.00 annually, DOEESSENTIAL DUTIES INCLUDE:Business Development and Sales
- Develop new treasury management relationships with commercial, agricultural, nonprofit, municipal, and professional service clients.
- Generate treasury management revenue through business development and client referrals.
- Conduct joint sales calls with Commercial Relationship Managers and Business Bankers.
- Identify opportunities to increase deposits, fee income, and treasury product utilization.
- Build and maintain a robust sales pipeline and prospect portfolio.
- Represent the Bank at community, industry, and networking events.
- Analyze clients' payment processes, cash flow needs, and risk management requirements.
- Recommend customized treasury management solutions designed to improve efficiency and security.
- Deliver professional treasury management presentations and product demonstrations.
- Prepare proposals, pricing analyses, profitability assessments, and service agreements.
- Provide guidance regarding best practices in cash management and fraud prevention.
- Serve as a subject matter expert for:
- ACH Origination
- Wire Transfer Services
- Positive Pay
- ACH Positive Pay
- Remote Deposit Capture
- Commercial Online Banking
- Account Analysis
- Lockbox Services
- Merchant Services
- Commercial Debit and Card Solutions
- Fraud Mitigation Services
- Maintain ongoing contact with existing treasury clients to identify expansion opportunities.
- Conduct periodic client reviews and treasury health assessments.
- Ensure successful onboarding and implementation of treasury services.
- Resolve client issues through effective coordination with internal partners.
- Foster strong relationships that promote client retention and satisfaction.
- Maintain knowledge of applicable regulations, industry standards, and Bank policies.
- Ensure treasury solutions are delivered in accordance with Bank risk management practices.
- Understand NACHA Rules, wire transfer requirements, BSA/AML expectations, fraud prevention protocols, and UCC Article 4A principles.
- Properly document sales activities, client communications, and implementation requirements.
- Bachelor’s degree and/or a combination of education and experience in business, accounting, finance or related field.
- 5 or more years of experience in Treasury Management, Cash Management or Commercial Banking.
- Certified Treasury Professional (CTP), Accredited ACH Professional (AAP), or other relevant certifications preferred.
- Advanced proficiency in evaluating the financial needs of clients and skilled at developing a customized package of Bank products and services to meet those needs.
- Solid knowledge of marketing strategies and techniques in relation to the banking industry.
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FAQs About Treasury Management Sales Officer Jobs at Plumas Bank
What is the work location for this position at Plumas Bank?
This job at Plumas Bank is located in Reno, NV, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Plumas Bank?
Candidates can expect a pay range of $70,720 and $180,825 per year.
What employment applies to this position at Plumas Bank?
Plumas Bank lists this role as a Full-time position.
What experience level is required for this role at Plumas Bank?
Plumas Bank is looking for a candidate with "Senior-level" experience level.
What benefits are offered by Plumas Bank for this role?
Plumas Bank offers Health Insurance for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Plumas Bank?
You can apply for this role at Plumas Bank either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.