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Position Summary:

The Treasury Management Sales Advisor is responsible for developing, managing and growing relationships with commercial clients by delivering customized cash management and payment solutions. This role will focus on generating new business, deepening existing relationships, and collaborating with internal partners to expand the bank's treasury management portfolio and non-interest income. The role will also contribute to community involvement and creating an external referral base through networking. There will be frequent travel to and from our Pleasant Hope, Springfield, and Jeff City branches.

Key Responsibilities:

Identify and pursue new business opportunities with commercial clients and prospects to drive deposit growth and fee income
Partner with commercial lenders and relationship managers to provide Treasury Management solutions that enhance client retention and satisfaction
Conduct comprehensive needs assessments to design tailored cash management strategies including payables, receivables, fraud prevention, and liquidity solutions
Present and demonstrate treasury products and services to clients and prospects, ensuring alignment with their operational and strategic goals
Maintain up-to-date knowledge of treasury products, industry trends, regulatory requirements, and competitive positioning
Prepare and deliver proposals, pricing, and profitability analyses to support new and existing client relationships
Meet or exceed assigned sales goals and performance metrics
Provide ongoing training and support to internal staff and partners regarding Treasury Management capabilities
Cross sell bank products and refer clients to bank partners

Qualifications/Experience:

1 year of Treasury Management sales experience
1-5 years of sales and customer relationship building experience
Proven track record of achieving sales goals and growing commercial relationships

Knowledge/Skills:

Strong understanding of cash management products, payment systems, and banking regulations
Excellent communication, presentation, and relationship-building skills
Strategic thinker with consultative sales approach
Proficiency in CRM systems, Microsoft Office Suite, and digital banking platforms

Job Type:

Full-time Benefits:

401(k) 401(k) matching Dental insurance Flexible spending account Health insurance Health savings account Life insurance Mileage reimbursement Paid parental leave Paid time off Vision insurance Application Question(s): Do you have at least 1 year in Treasury experience? Do you have any banking experience? As this role requires 75% travel, will you be able to reliably commute to other branches?

Work Location:

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Find & Apply For Sales Representative Jobs in Sunrise Beach, Missouri

Treasury Management Sales Advisor (1 year exp)