Treasury Management Growth Specialist

Wheatland Bank; Spokane (WA); On-site; USD 92,000 - 138,000; Full time

Job summary

Wheatland Bank in Spokane, WA seeks a Treasury Management Officer to develop new TM business, manage a growing client portfolio, and cross-sell treasury solutions. You will analyze portfolios, present product options, and guide customers through implementation while ensuring compliance and high service levels.

The role requires 3–5 years in TM or sales, a finance-related degree, and strong communication skills to interact with clients and colleagues.

Qualifications

• Bachelor's degree in Finance, Accounting, Business or similar field.
• 3-5 years experience in Treasury Management or sales role.
• Thorough knowledge of Treasury Management products/services and operations.
• Thorough knowledge of banking products, services and regulations.
• Ability to manage a sales pipeline and achieve goals.
• Strong interpersonal and communication skills.

Responsibilities

• Develop and grow Treasury Management client portfolio.
• Cross-sell treasury and other bank products.
• Prepare presentations and demonstrations for clients.
• Conduct account analysis and gather documentation for implementation.
• Provide training and support to internal teams and clients.
• Maintain regular client follow-ups and yearly reviews.

Skills

Treasury Management

Sales pipeline management

Client relationship skills

Interpersonal communication

Industry knowledge

Education

Bachelor's degree in Finance, Accounting, Business

Job description

Wheatland Bank in Spokane, WA seeks a Treasury Management Officer to develop new TM business, manage a growing client portfolio, and cross-sell treasury solutions. You will analyze portfolios, present product options, and guide customers through implementation while ensuring compliance and high service levels.

The role requires 3–5 years in TM or sales, a finance-related degree, and strong communication skills to interact with clients and colleagues.