Treasury Services Sales Manager

United Bank of Southwest AL & Northwest FL

Milton, Florida

JOB DETAILS
SKILLS
Business Development, Cash Flow Projection, Cash Management, Commercial Banking, Commercial Loans, Customer Acquisition, Customer Experience, Customer Relations, Customer/Client Research, Financial Trend Analysis, Liquidity, Management Strategy, Market Trend Analysis, Performance Analysis, Pricing, Product Development, Product Pricing, Product Support, Regulatory Compliance, Revenue Growth, Revenue/Sales Reporting, Sales, Sales Management, Sales Presentation, Sales Prospecting, Strategic Planning, Treasury, Treasury Management, Trend Analysis, Vendor/Supplier Relations
LOCATION
Milton, Florida
POSTED
29 days ago

To be considered for this position, please complete the online employment application for this role (Apply Now) and complete the Predictive Index workplace assessment here:   https://assessment.predictiveindex.com/bo/6Y0D/TreasuryServicesSalesManager_Mar2026_151028

JOB FUNCTION / SUMMARY:

The Treasury Services Sales Manager is responsible for the strategy, development, and growth of the bank’s Treasury Management products and services. This role supports Commercial Banking by driving treasury sales, enhancing customer relationships, and increasing non-interest fee income. The position partners closely with Commercial Lenders, Business Bankers, and the Treasury Management Sales team to expand existing relationships, develop new business, and provide expertise in cash management solutions.

 

PRIMARY DUTIES & RESPONSIBILITIES:

  • Analyze market trends, competitor offerings, pricing, and customer needs to ensure the bank is competitive in Treasury offerings.
  • Develop and execute Treasury Management strategies aligned with the bank’s overall strategic plan.
  • Oversee Treasury Management product development, pricing, vendor relationships, system enhancements, and ongoing product support.
  • Ensure Treasury Services operate in compliance with regulatory and operational standards.
  • Drive Treasury fee income and deposit growth through prospecting, referrals, and portfolio development.
  • Analyze customer cash flow needs to recommend treasury and liquidity solutions.
  • Monitor product performance, customer adoption, and revenue trends through reporting and analytics.
  • Partner with Commercial Lenders, Business Bankers, and the Treasury Management Sales team on joint sales calls, customer presentations, and relationship expansion.
  • Collaborate with internal teams to deliver a seamless customer experience.
  • Any other duties assigned by Management.
 

About the Company

U

United Bank of Southwest AL & Northwest FL