Regional Treasury Solutions Leader

UNITED COMMUNITY BANK; Mount Pleasant (SC); On-site; USD 95,000 - 125,000; Full time

Job summary

UNITED COMMUNITY BANK in Mount Pleasant, SC seeks an experienced Regional Treasury Solutions Officer to drive treasury management revenue across assigned markets. This full-time, on-site role partners with Commercial Relationship Managers to develop new business and deliver consultative treasury solutions.

You will identify market potential, conduct talks with corporate and municipal clients, and manage product implementation while ensuring profitability and strong client engagement.

Qualifications

• Bachelor’s degree or 5–10 years of experience selling financial services.
• Minimum 3 years of experience in a treasury management sales environment.
• Proficiency with PC operations and standard software applications.
• Strong working knowledge of banking products including deposit accounts, sweeps, account analysis, and lending products.
• Excellent interpersonal, communication, and customer engagement skills.
• Demonstrated ability to sell non-traditional bank products within a traditional banking environment.
• Effective written communication skills for proposals and business correspondence.
• Strong organizational and time management abilities.
• Proven ability to deliver compelling sales presentations and close new business.
• Completion of all required compliance training, including Bank Secrecy Act/Anti-Money Laundering.

Responsibilities

• Identify and develop market potential for treasury management and other bank services.
• Conduct consultative business development calls on corporate, county, and municipal clients.
• Maximize non-interest income through product penetration and fee optimization.
• Sell the bank’s full suite of treasury management services.
• Analyze client relationships and recommend appropriate treasury and banking solutions.
• Coordinate account setup and oversee the implementation of sold products.
• Manage controllable expenses to ensure portfolio profitability.
• Serve as a treasury product expert and provide technical guidance to customers and internal partners.
• Cross-sell additional banking services, including consumer banking products.
• Participate in community organizations and bank-sponsored activities to promote the bank’s brand and services.

Skills

Treasury management

Sales leadership

Financial services

Relationship building

Cross-selling

Education

Bachelor's degree

5–10 years experience selling financial services

Tools

MS Office

CRM software

Job description

UNITED COMMUNITY BANK in Mount Pleasant, SC seeks an experienced Regional Treasury Solutions Officer to drive treasury management revenue across assigned markets. This full-time, on-site role partners with Commercial Relationship Managers to develop new business and deliver consultative treasury solutions.

You will identify market potential, conduct talks with corporate and municipal clients, and manage product implementation while ensuring profitability and strong client engagement.