Description
Title: Treasury Management Sales Specialist
Reports to: Treasury Management Sales Support Manager
Supervises: None
Status: Exempt
Objective
The Treasury Management Sales Specialist plays a critical role in driving revenue growth by delivering customized cash management solutions to commercial clients. This individual will work closely with relationship managers, branch and virtual branch teams and the treasury management sales support team to identify client needs, present tailored solutions, and ensure seamless implementation of treasury services.
Duties and Responsibilities
- Develops and executes sales strategies to promote treasury management products and services to new and existing commercial members
- Partners with relationship managers, retail and virtual branch associates to identify cross-sell opportunities and deepen client relationships
- Conducts comprehensive business needs assessments and delivers strategic, consultative presentations to promote tailored treasury management solutions
- Prepares proposals, pricing models, and product demonstrations tailored to business member requirements
- Stays current on industry trends, regulatory changes, and competitive offerings to maintain a strong advisory position
- Collaborates with implementation and support teams to ensure smooth onboarding and client satisfaction
- Meets or exceeds assigned sales goals, revenue targets, and business member retention metrics
- Maintains accurate records of sales activities, pipeline development, and member interactions
- Serves as a subject matter expert on treasury products including ACH, wire transfers, remote deposit capture, fraud prevention tools, and liquidity management
- Engages and trains partner sales teams on products/services and identifying/referring Treasury Management opportunities
- Collaborates with marketing and sales leaders, develop and launch sales and marketing initiatives
- Identifies and leads continuous improvement efforts; partnering with internal departments (Operations, Compliance, IT, Risk) to resolve issues and improve processes.
- Supports strategic initiatives and contributes to product development and enhancement discussions
- Performs all duties in a manner that is fully compliant with applicable industry regulations as well as KEMBA policy and procedures
- Develops an understanding of Credit Union history, philosophy, organization, policies, and operational procedures
- On a self-direct basis, continues to improve individual level of competency through training and certification on established educational programs
- Relates to others beyond giving and receiving instructions:
- Communicates with coworkers or peers without exhibiting behavioral extremes
- Performs work activities requiring negotiating, instructing, supervising, persuading, or speaking with others
- Responds appropriately to feedback from others
- Performs other duties as required by management
Required Qualifications
- Bachelor's degree in Business, Finance, or related field
- 35 years successful experience in treasury management sales
- Strong understanding of cash management products including ACH, wires, remote deposit, lockbox, positive pay, and liquidity solutions
- Excellent communication, presentation, and interpersonal skills
- Proven ability to build relationships and influence decision-makers
- Familiarity with banking regulations (e.g., NACHA, Reg E, BSA/AML)
- Proficiency in CRM platforms and Microsoft Office Suite
Other Requirements
- Regular travel in market for client meetings, training, or team collaboration
Physical Demands
The physical demands listed below represent those necessary to perform the essential functions of this role. Reasonable accommodation may be provided to enable individuals with disabilities to perform these functions.
The employee is regularly required to sit, use their hands, reach with arms, and communicate verbally and orally. Occasional standing, walking, and lifting of objects up to 25 pounds are required. Vision requirements include close, distance vision, and focus adjustment.
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