Treasury Management Sales Associate

Bank of Tampa•Tampa, FL

2d•Onsite

About The Position

The Treasury Management Sales Associate delivers specialized cash management and payment solutions to commercial clients. This role is designed for a driven, results-oriented professional who takes full ownership of individual goals, brings a solutions-oriented mindset to every client and internal interaction, and contributes to relationship growth across the Bank’s commercial portfolio. The Associate independently develops strategies to grow treasury management revenue and increase product and service penetration across the Bank's commercial client portfolio. Working alongside experienced advisors and commercial bankers, the Associate takes full accountability for individual goals while contributing to team-wide relationship growth.

Requirements

2 years of experience in banking, financial services, sales, or a related client-facing role.
Proficient in Microsoft Office suite, including Word, Excel, and Outlook.
Demonstrates professionalism in communication, attitude, and teamwork with clients, peers, and management.
Must possess a valid driver's license; occasional local travel required.

Nice To Haves

4-year undergraduate degree with a focus in business, finance, or a related field, or an equivalent combination of education and experience.
Prior experience in a commercial banking, treasury management, or cash management environment.
Demonstrated interest in pursuing industry certifications such as the Accredited ACH Professional (AAP) or Certified Treasury Professional (CTP).
Familiarity with commercial deposit products, payment processing, or account analysis.

Responsibilities

Serves as an independent point of contact for commercial clients on treasury management products, account analysis, and service-related inquiries, delivering prompt and professional consultation.
Develops and executes strategies to grow treasury management revenue and increase product penetration within the Bank's existing commercial portfolio.
Identifies cross-sell opportunities by researching client payment activity, operational needs, and relationship profiles.
Manages an active, independent prospecting pipeline targeting new treasury management relationships.
Participates in outside sales calls with Treasury Management Advisors and commercial bankers, providing product demonstrations and supporting annual treasury management reviews.
Attends internal client team meetings and external networking and sales events as assigned.
Prepares comprehensive treasury management proposals, pricing recommendations, and presentations tailored to individual client needs and operational profiles.
Develops Pro Forma Analysis Worksheets, Relationship Profitability Scenarios, Net Interest Income Analyses, and responses to complex Requests for Proposals.
Analyzes client data and relationship metrics to uncover sales opportunities, cross-sell potential, and appropriate pricing structures.
Coordinates relationship reviews for key treasury management clients, identifying needs and communicating recommendations to clients and advisors.
Manages treasury management onboarding from solution identification through client outreach and execution, ensuring follow-through at every stage.
Oversees document review, enrollment coordination, and setup verification for new treasury management relationships.
Ensures accuracy of all client documentation prior to submission for processing.
Administers fee setup, posting, and periodic reporting for assigned treasury management services.
Maintains a current and accurate pipeline of business development opportunities in the Bank's CRM system.
Provides monthly and periodic pipeline and fee income reports to advisors, relationship managers, and bank management.
Monitors implementation progress on new and expanded treasury services relationships, identifying and resolving obstacles proactively.
Develops and maintains proficiency across the Bank's full treasury management product suite, including Account Analysis, Online and Mobile Banking, Positive Pay, Remote Deposit Capture, ACH, Wire Funds Transfer, Lockbox, Commercial Card, and Merchant Services.
Provides subject matter support to internal bank staff as needed.
Communicates clearly and professionally in all internal and client-facing interactions.
Applies bank policies, procedures, and regulatory standards consistently across all client interactions and internal processes.