Treasury Sales Manager

ICCU•Tucson, AZ

About The Position

The Treasury Sales Manager provides strategic leadership for the Treasury Management external sales team, coaching and developing Treasury Management Officers (TMOs) and driving overall sales performance. The role also directs Treasury Sales Support (TSS) positions in the assigned market to ensure effective sales support, partnership with TMOs, and alignment with market priorities. The position develops market and segment strategies, coordinates targeted business development campaigns, and identifies opportunities to expand Treasury Management relationships, deposits, and revenue. It supports Treasury Management sales strategy and Salesforce utilization, manages sales performance and pipeline activity, and works with internal departments and external stakeholders to develop business and meet market goals. The manager supports complex member issues and retention efforts and assists the Vice President of Treasury Management with department initiatives and special projects. The role requires professionalism, sound judgment, accountability, operational discipline, effective leadership and collaboration, and the ability to balance business growth and member experience with payment integrity, regulatory compliance, information security, and operational risk. The employee must maintain confidentiality and comply with the Bank Secrecy Act, USA PATRIOT Act, applicable payment requirements, Credit Union policies, and other relevant standards. Must be eligible for membership at ICCU to obtain employment. Physical requirements include manual dexterity for paperwork, typing, filing, and handling cash; prolonged sitting or standing; occasional lifting and moving of items weighing up to 20–40 pounds; frequent repetitive wrist, hand, and finger motions; and the ability to reach and operate keyboards and standard office equipment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Requirements

Bachelor’s degree or an equivalent combination of education and relevant experience.
At least 5 years of sales experience, including a minimum of 2 years of leadership or management experience.
Strong understanding of sales strategy, pipeline management, relationship development, and performance management.
Strong organizational and decision-making skills, including the ability to manage multiple priorities, work effectively under pressure, and maintain accountability for individual and team performance.
Ability to maintain the confidentiality of Credit Union and member information at all times.
Ability to build credibility and communicate effectively with executive leadership, business owners, senior-level decision makers, and internal partners.
Maintain professionalism, sound judgment, accountability, and operational discipline; balance business growth and member experience with payment integrity, regulatory compliance, information security, and operational risk.
Comply with the Bank Secrecy Act, USA PATRIOT Act, applicable payment requirements, Credit Union policies, and other standards relevant to the position.
Must be eligible for membership at ICCU to obtain employment.
Ability to perform the stated physical requirements, with reasonable accommodations available for individuals with disabilities.

Nice To Haves

Sales management experience is strongly preferred.
Supervisory or demonstrated team-leadership experience is preferred.

Responsibilities

Lead, coach, and develop Treasury Management Officers in sales performance, relationship development, product knowledge, business development, and achievement of individual and market goals.
Lead and direct Treasury Sales Support positions in the assigned market, ensuring effective sales support, strong partnership with TMOs, and alignment with market priorities.
Develop and execute sales goals and strategies for Treasury Management products, revenue, relationships, and deposit growth.
Manage sales performance and pipeline activity, including prospecting, referrals, opportunities, campaigns, sales results, and other key performance measures.
Partner with Marketing to identify business segments and target markets and develop focused campaigns that generate Treasury Management opportunities and support market growth.
Develop and maintain industry expertise and in-depth knowledge of ICCU Treasury Management products and services and their application to business members and targeted industries.
Lead Treasury Management Salesforce strategy and utilization, including campaigns, opportunity and sales tracking, reporting, pipeline management, and referral management.
Support the Treasury Management team with complex member issues and relationship-retention efforts, serving as an escalation point when additional sales leadership or relationship management is needed.
Build and maintain business and executive relationships with prospects, members, centers of influence, community partners, and other key stakeholders.
Collaborate with Commercial Lending, Private Client, Wealth, branch leadership, and other ICCU departments to identify member needs, generate referrals, deepen relationships, and develop Treasury Management solutions.
Support the Vice President of Treasury Management with strategic department initiatives, market-development efforts, and special projects.
Review, monitor, and approve applicable departmental expenses within established authority and budget expectations.
Represent ICCU through community involvement and leadership activities that strengthen business relationships, market presence, and business-development opportunities.
Meet or exceed Treasury Management sales, deposit growth, revenue, pipeline, and relationship-development goals while maintaining appropriate sales activity and accountability.
Build credibility and communicate effectively with executive leadership, business owners, senior-level decision makers, and internal partners.
Perform additional duties as assigned.
Comply with the Bank Secrecy Act, USA PATRIOT Act, applicable payment requirements, Credit Union policies, and other standards relevant to the position.
Perform tasks requiring manual dexterity, sit or stand for prolonged periods as required, occasionally lift and move items weighing up to 20–40 pounds, and perform frequent repetitive wrist, hand, and finger motions.
Reach and operate keyboards and standard office equipment, including computers, calculators, telephones, and multifunction printers.