Treasury Management Sales Advisor 2

, AR

Job Title: Treasury Management Sales Advisor 2


Under the minimal direction of the Treasury Management (TM) Regional Sales Manager, the TM Sales Advisor 2 is responsible for developing new treasury management business and expanding existing business relationships with small and emerging commercial customers. The incumbent is also responsible for performing the consultative sales process by leveraging their expertise around customer working capital management practices, payment systems, and associated products and services to meet the customers’ and prospects’ payment needs. The TM Sales Advisor 2 focuses on sales opportunities that can be obtain primarily via phone, in person, and via email, are of moderate complexity, and have a reasonably short sales cycle. The incumbent incorporates a keen awareness of risk and a customer focused perspective. The incumbent is expected to travel in their assigned region up to 25% of the time.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

1. Execute TM sales strategies in assigned portfolio of bank customers and prospects to grow TM revenue and achieve sales goals. Follow the Customer Focused Banking (CFB) discipline and approach to sales, including the established exception pricing policy.

2. Use strong networking and relationship management skills, as well as knowledge of the assigned market, to source new business opportunities and ensure that the opportunities are pursed appropriately. Work with other associates to ensure the customer relationship is maximized.

3. Maintain a portfolio of existing high touch customers with an awareness of profitability, business trending, and overall performance. Identify opportunities for revenue enhancement through enhanced processes, tools, and additional products to the customer. Provide excellent customer service through an advisory role.

4. Sell via phone conversations, emails, and in person. Prospect leads from other associates, loan managers, and commercial bankers. Perform the end to end sales process independently, from cultivating and maintaining relationships to closing the deal to passing the customer to Risk Management and Operations for onboarding. Guidance is available from the TM Regional Sales Manager as needed.

5. Engage in training activities with bankers in the assigned region to ensure they understand the TM product set and what a good referral looks like.

6. Focus on selling a high volume of 20+ TM products that best align to the needs of the small and emerging commercial customer base. These products tend to have a longer sales cycle, a more involved set up process, and are more sophisticated to address more complex business needs as compared to the products required by micro and small business customers.

7. Partner with the bank leadership structure on deposit gathering activities and focus on making businesses more bankable over time.

8. Work with their TM Regional Sales Manager to provide customer feedback into product management for the customer segment and region.

9. Provide advice to customers on how to optimize their financial operations, including more in depth insight around process optimization.

10. Maintain and continue to develop industry knowledge and stay current on competitor offerings. Start to develop and provide market and competitor feedback to ensure competitiveness.

11. Understand and comply with bank policy, laws, regulations, and the bank’s BSA/AML Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.


 Support and uphold the company Mission Statement.

 Uphold the Bank Code of Ethics and ensure that confidential information is safeguarded.

 Maintain a high level of cooperation and rapport with all associates in order to ensure accurate and efficient operations and service.

 Formulate and communicate new ideas and suggestions that will improve profitability and efficiency for the company’s overall operation.

 Promote professionalism at all times.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.


 Bachelor’s Degree in Business related field (Finance, Economics and/or Accounting) or equivalent related experience required.

 3 years of sales experience required.

 Proven interest or knowledge of the TM discipline required.

 Proven track record of sales success required.

 Strong customer skills including desire to meet customer needs through sales required.

 Demonstrated knowledge of Excel, Word & PowerPoint required.

 Professional level written and verbal communication skills required.

 Strong analytical and problem solving skills required.

 Certified Treasury Professional (CTP) designation preferred.


 Must be able to arrive at work on time, work on site and have regular work attendance

 Must be able to work cooperatively with other co-workers regardless of personality, presence or communication style

 Must be able to provide cordial customer service regardless of customer personality, presence or communication style

 Must be able to perform several tasks at once

 Must be able to work in a stressful atmosphere

 Must be able to rotate job tasks

 Must be able to greet others cordially

 Must be able to coordinate multiple and changing priorities

 Must be able to verbally communicate with all other associates

 Must be able to operate telephone, scanner, copier and FAX machines

 Must be able to occasionally work outside of normal business hours.

 Must be able to move from department, division, or bank to department, division, or bank to attend meetings

 Must be able to operate personal computer keyboard in order to create reports, schedules and other appropriate documentation


The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. While performing the duties of this job, the associate is regularly required to stand, walk, sit, and to talk and hear. The associate must occasionally reach with hands and arms; stoop, kneel, or crouch. The associate may occasionally be required to lift or move up to 25 pounds. The associate must be able to travel occasionally by themselves within the US, including overnight, and via automobile and air. Specific vision abilities required by this job include close, distance and color vision and the ability to adjust focus.


The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. 

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