Treasury Services Sales Manager

TITLE Treasury Services Sales Manager

EOE STATEMENT

United Bank is an Affirmative Action and Equal Opportunity employer. We consider all qualified applicants without regard to race, color, religious beliefs, sex (including pregnancy), sexual orientation, gender, gender identity, marital status, age, physical or mental disability, genetic information, status as a protected or disabled veteran, national origin, or any other protected characteristic as required by applicable federal, state or local law.

ABOUT THE ORGANIZATION

United Bank is a growing $1.4 billion community bank operating 24 locations in Southwest Alabama and Northwest Florida that is proud to be a certified Community Development Financial Institution. We offer competitive salary and an exceptional benefit package including BCBS medical, dental, vision, 401k with company match up to 5 1/2%, profit sharing, annual bonus opportunity, and more!

CATEGORY

Management

DESCRIPTION

To be considered for this position, please complete the online employment application for this role (Apply Now) and complete the Predictive Index workplace assessment here: https://assessment.predictiveindex.com/bo/6Y0D/TreasuryServicesSalesManager_Mar2026_151028 JOB

FUNCTION / SUMMARY

The Treasury Services Sales Manager is responsible for the strategy, development, and growth of the bank's Treasury Management products and services. This role supports Commercial Banking by driving treasury sales, enhancing customer relationships, and increasing non-interest fee income. The position partners closely with Commercial Lenders, Business Bankers, and the Treasury Management Sales team to expand existing relationships, develop new business, and provide expertise in cash management solutions.

PRIMARY DUTIES & RESPONSIBILITIES

Analyze market trends, competitor offerings, pricing, and customer needs to ensure the bank is competitive in Treasury offerings. Develop and execute Treasury Management strategies aligned with the bank's overall strategic plan. Oversee Treasury Management product development, pricing, vendor relationships, system enhancements, and ongoing product support. Ensure Treasury Services operate in compliance with regulatory and operational standards. Drive Treasury fee income and deposit growth through prospecting, referrals, and portfolio development. Analyze customer cash flow needs to recommend treasury and liquidity solutions. Monitor product performance, customer adoption, and revenue trends through reporting and analytics. Partner with Commercial Lenders, Business Bankers, and the Treasury Management Sales team on joint sales calls, customer presentations, and relationship expansion. Collaborate with internal teams to deliver a seamless customer experience. Any other duties assigned by Management.

POSITION REQUIREMENTS SUPERVISORY RESPONSIBILITES

Carries out supervisory responsibilities in accordance with the organization's policies, procedures, and applicable laws. Provides guidance and oversight to and is responsible for the coordination and evaluation of the assigned team. Responsibilities may include interviewing, hiring, and training employees; planning, assigning, and directing work; performance management; employee compensation; approving expense reports; addressing concerns and resolving problems.

MINIMUM REQUIRED EDUCATION, EXPERIENCE & SKILLS

Bachelor's degree in Business, Finance, Accounting, or related field. 5+ years of treasury management, cash management, business banking, or commercial banking relationship management experience. 2+ years supervisory experience with proven ability to lead high performing teams. Successful experience developing new business with focus in a customer-facing, relationship-based, or sales-support role. Knowledge and experience selling or supporting Treasury Management products such as Automated Clearing House (ACH), Wire Transfers, Remote Deposit Capture (RDC), Lockbox Services, and Fraud Mitigation tools (Positive Pay), Account Reconciliation Services, Merchant Card Services, and Sweep Accounts. Experience partnering with lenders or business bankers for outside customer calling efforts. Ability to develop strong working relationships with customers and internal stakeholders. Proficiency with banking system software, Microsoft Office products, with ability to adapt to changing technology.

PREFERRED EDUCATION, EXPERIENCE & SKILLS

Master's degree in Business, Finance, Accounting, or related field. 8+ years of treasury management, cash management, business banking, or commercial banking relationship management experience. Professional treasury or payments certifications such as CTP (Certified Treasury Professional) or Accredited ACH Professions (AAP).

ESSENTIAL KNOWLEDGE, MENTAL & PHYSICAL REQUIREMENTS

Leadership ability to provide employees with timely, candid, and constructive feedback; develop employees to their fullest potential by providing challenging opportunities; develop appropriate talent pool to ensure succession planning. Leadership skills to hold themselves and their teams accountable for performance and teamwork. Excels at employee recruiting, recognition, retention, and development. Change Management - ability to lead, manage, and achieve change goals. High individual performer while inspiring and holding others accountable. Leads by example, adhering to policy and providing vision to team. Excellent communication skills. Ability to manage time and competing priorities in a fast-paced environment. Strong interpersonal skills with the ability to interact with all levels of an organization. Collaborative professional skills that lead to a collegial and partnered approach to meeting objectives. High motivation with ability to successfully meet individual and team goals while maintaining individual performance over the long term. Adaptability and flexibility. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to speak or hear, stand, or sit for long periods of time, open filing cabinets, walk, stoop or bend, use hands to handle or feel and reach with hands and arms. The employee must frequently lift and/or move up to ten pounds, occasionally lift and/or move up to 25 pounds and complete tasks requiring manual dexterity

FULL-TIME/PART-TIME

Full-Time

MINIMUM EDUCATION

Bachelors Degree in Finance, Accounting, Business Administration or related field.

POSITION

Treasury Services Sales Manager

EXEMPT/NON-EXEMPT

Exempt

REQ NUMBER MAN-26-00002 LOCATION

Milton