Treasury Sales Manager

ICCU•Spokane, WA

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 sales performance. The role also directs Treasury Sales Support (TSS) positions within the assigned market to ensure effective sales support and alignment with market priorities. The manager develops market and segment strategies, coordinates targeted business-development campaigns, and identifies opportunities to expand Treasury Management relationships, deposits, and revenue. The position works with internal departments and external stakeholders to grow business, strengthen relationships, and deliver Treasury Management solutions. It supports the Vice President of Treasury Management with strategic initiatives and special projects, and maintains professionalism, sound judgment, accountability, and operational discipline while balancing business growth and member experience with payment integrity, regulatory compliance, information security, and operational risk. Compliance responsibilities include the Bank Secrecy Act, USA PATRIOT Act, applicable payment requirements, Credit Union policies, and other relevant standards. Membership eligibility at ICCU is required for employment. The role involves office tasks and technology use, prolonged sitting or standing, frequent typing and other repetitive hand and wrist motions, and occasional lifting and moving of items weighing up to 20–40 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Requirements

Bachelor’s degree or 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, with 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.
Ability to build credibility and communicate effectively with executive leadership, business owners, senior-level decision makers, and internal partners.
Ability to 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 ICCU membership to obtain employment.
Ability to perform tasks requiring manual dexterity; sit or stand for prolonged periods as required; occasionally lift and move items weighing up to 20–40 pounds; perform frequent repetitive motions involving wrists, hands, and fingers; and reach and operate keyboards and standard office equipment.

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 within the assigned market, ensuring effective support, strong partnerships 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 key performance measures.
Partner with Marketing to identify business segments and target markets and develop campaigns that generate Treasury Management opportunities and support market growth.
Maintain industry expertise and in-depth knowledge of ICCU Treasury Management products and services and their application to business-member and industry needs.
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 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.
Maintain confidentiality of Credit Union and member information and comply with relevant laws, policies, and standards.
Perform tasks requiring manual dexterity, including paperwork processing, typing, filing, and handling cash; use standard office machines and technology.