Treasury Management Sales Specialist

Treasury Management Sales Specialist

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.

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

3 5 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 clien