Treasury Management Sales Officer

Job Title: Treasury Management Sales Officer Department: Choose an item. Reports to: SVP, Treasury Management Sales Manager Status: ☒ Exempt ☐ Non-Exempt About the Role The Treasury Management Officer drives new business through the sale of the Bank’s treasury services and serves as a consultant and business partner to the Relationship Management team.

The role identifies client needs, develops customized sales proposals, performs cost-benefit analyses, builds pricing scenarios, identifies margin opportunities, participates in customer calls, and provides pre- and post-sale client support. Work Details Schedule: Monday – Friday, (Choose a time) Work Location: Onsite Travel: None What You’ll Do Generate new business by identifying market opportunities through cold calls, warm leads, and referrals.

Determine client needs and cross-sell treasury products and services to internal and external clients. Maintain an active sales pipeline and provide real-time updates using available tools. Partner with the Relationship Management team to educate clients and sell additional products through onsite and telephone meetings.

Maintain current knowledge of industry practices and the full suite of Treasury Management products and services. Handle inbound customer service inquiries, training, and support requests related to Treasury Management and Internet Banking products while maintaining service quality. Review customer agreements, maintenance requests, and cancellation forms for completeness, accuracy, and adequacy.

Complete new-client setup and deletion requests and provide client training for related products and services. Support departmental audit requirements and help implement and complete agreed audit recommendations. Support Bank employees in all areas of Electronic Banking and Treasury Management products and services. Serve as a subject matter expert on system capabilities, client onboarding processes and worksheets, and Bank agreements related to Treasury Management services.

Understand and comply with all laws, regulations, Bank policies, safety requirements, and procedures applicable to the position. Attend required training and maintain knowledge of financial institution regulations, including BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, the Bank Protection Act, FACTA identity theft requirements, Information Technology, and GLBA.

Perform additional duties as assigned that relate to the position. What We’re Looking For (Required) Five years of related Treasury Management experience and/or training, or an equivalent combination of education and experience.

Education

or training applicable to the financial industry, including in-house training, formal education, or financial-industry curriculum. Working knowledge of applicable state and federal banking compliance regulations, Bank operational policies and procedures, and Bank products and services. Exceptional verbal, written, and interpersonal communication skills, including the ability to train others, prepare reports and procedures, and communicate clearly with customers and employees.

Ability to address complex, non-standardized problems involving multiple factors and variables. Ability to work independently with minimal supervision. Consistent professionalism, teamwork, attendance, quality of work, and adherence to policies and regulations. (Nice to Have) Demonstrated adaptability, initiative, innovation, organization, sound decision-making, and results orientation.

Experience supporting client onboarding, treasury platform administration, audit readiness, and relationship-management sales efforts. Why You’ll Love Working Here Team Culture Growth Opportunities Benefits or Perks Posting Location(s): Sarasota Banking Office; 2601 Cattlemen Rd., Suite 500, Sarasota, FL 34232 Compensation The base salary range for this position is $100,000 to $150,000 annually, depending on experience, qualifications, and work location.

This position is also eligible for an incentive plan and a comprehensive benefits package. Physical Demands: In general, the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differently abled individuals to perform the essential functions of the job.

(Check the box that applies by double clicking on the box.) ☐ Sedentary: Limited activity, no lifting, limited walking ☐ Moderate: Mostly standing, walking, bending, frequent lifting ☒ Light: Office work, some lifting, bending, stooping or kneeling, walking ☐ Arduous: Heavy lifting, bending, crawling, climbing The Fine Print This job description reflects the general nature of the role and may change as business needs evolve.

We are an equal opportunity employer. Sunwest Bank works with staff members and customers without regard to race, ancestry, national origin, sex, marital status, age, religion, medical condition, handicap, disability or veteran status and to assist the Bank in maintaining its Affirmative Action Program. Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter, and it is intended that Sunwest Bank, through the purposeful efforts of its employees and officers, are expected to make every resolute attempt to conform to its Bank Secrecy Act Program and Procedures.

Failure to comply will be reflected in their performance review as well as in any bonus compensation programs in which they may participate. Attend and complete all required classroom, computer-based, web-based and seminar training. It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with Sunwest Bank’s “Code of Ethics and Conduct.

” Each employee is also expected to maintain an awareness of the laws, regulations, internal policies and procedures that are appropriate for his/her position. Note: The preceding job description has been designed to indicate the general nature and level and work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

All job descriptions can be amended without notice as warranted by business necessity. Federal Deposit Insurance Act This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on Sunwest Bank’s review of criminal conviction history, including pretrial diversions or program entries.