Treasury Sales Officer

Treasury Sales Officer Job Description

GENERAL SUMMARY

The Treasury Sales Officer is responsible for driving treasury revenue and deposit growth in the assigned market(s) through proactive prospecting, new client acquisition, and expansion of treasury product adoption within existing relationships. This role serves as the Treasury Sales leader, combining strong business development skills, community engagement, and internal collaboration to position the bank as a trusted treasury partner while leveraging dedicated treasury teams for onboarding, implementation, and ongoing account support.

RESPONSIBILITIES AND DUTIES

Prospect, identify, and close new treasury management relationships with business clients in assigned market(s) Expand treasury product usage and fee income within existing commercial and business banking relationships Lead treasury-related sales efforts in partnership with Commercial Loan Officers and other bank staff Serve as the primary treasury advisor in client conversations, delivering consultative solutions aligned to client cash flow, payments, and fraud prevention needs Develop and lead external client reviews and presentations to ensure all necessary documents and details are presented accurately Maintain strong visibility and involvement in the business community to drive referrals and market presence Collaborate with treasury onboarding, implementation, and support teams to ensure smooth post-sale execution and client satisfaction. Manage sales pipeline, goals, and activity reporting while maintaining accountability for market results Regularly exercising independent judgement and discretion over matters of significance. Communicate effectively in-person and otherwise with all coworkers and customers, both during regular business hours and before and after regular business hours, if necessary. Effective communication and collaboration are essential for this role. While remote work may be available periodically, there are times when being in the office is necessary to maintain our collaborative efforts. Therefore, this position cannot be primarily performed remotely.

KNOWLEDGE, SKILLS, AND ABILITIES

Knowledge of treasury management products and bank compliance Ability to develop a consultative sales culture in assigned market(s) with internal teams and external community Existing presence or awareness of the business community in assigned market(s) Knowledge of bank and treasury management software Skill in Microsoft Office specifically Excel and PowerPoint Skill in communicating and coordinating activities with management, customers, coworkers, and vendors. Communication must be timely and strong Ability to research and review customer industry segments and product portfolios Ability to travel

EDUCATION AND EXPERIENCE

Bachelor's Degree or equivalent years of work experience 5 years of bank and/or cash management experience Prior experience in a business development role with measurable results Certified Treasury Professional (CTP) certification preferred

PHYSICAL REQUIREMENTS

 

NOTE:

The statements herein are intended to describe the general nature and level or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of personnel so classified. More Details Ideal applicant should reside in Omaha or Greater Omaha area. Benefits We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses. Employees also have the opportunity to participate in the Bank incentive programs based on charter/branch guidelines. Other Full-Time benefits include: 8 paid holidays.

• 17 PTO days each year for the first five years of employment. Employees must also complete the 90-day introductory period prior to accruing PTO.
• After five years, 22 PTO days each year.
• After ten years, 27 PTO days each year.
• Employees must also complete the 90-day introductory period prior to accruing PTO.
• New employees will receive 16 hours of paid sick time upon their hire date.
• Health, dental, prescription drug card, vision, and voluntary life insurance plans.

Health Savings Account with employer contributions. Flexible medical and dependent care spending plans. Parental Leave after one year of full time employment. 401K plan after 3 months and start of next quarter with employer contributions and profit sharing. Free checking account and basic printed checks. Free safe deposit box. $50,000 group term life insurance. Long term disability insurance. Employee Assistance Program. Educational Assistance.

• Paid holidays and paid time off benefits are not applicable for employees that are fully commissioned.

We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law. If you need a reasonable accommodation for any part of the employment process, please contact us by email at personnel@pinnbank.com or by phone at 402-697-8666 and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address. For more information, view the

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