Treasury Management Sales Executive

pinnbank; Mansfield (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

pinnbank is seeking a driven professional to oversee sales, profitability, growth, and penetration of bank products within a designated territory. The role emphasizes treasury management product promotion and hands-on client engagement.

The ideal candidate will have 5+ years in sales and banking, with knowledge of treasury solutions and strong communication skills, and must be willing to travel to serve clients in the region.

Qualifications

• High School diploma or equivalent; college degree preferred.
• Five or more years of sales and banking experience preferred.

Responsibilities

• Promotes and sells treasury management products to existing and prospective customers.
• Demonstrates products and services to customers and assists them in selecting those best suited to their needs.
• Makes joint calls with lending staff and conducts in-person and telephone outreach.
• Research sources for developing prospective customers.
• Provides reports on customer needs, problems, interests, and competitive activity to management.

Skills

Treasury management knowledge

Sales & banking experience

Management practices

Communication skills

Product research & development

Travel readiness

Education

High School diploma

College degree preferred

Tools

Fiserv system

Microsoft Word

Microsoft Excel

Job description

pinnbank is seeking a driven professional to oversee sales, profitability, growth, and penetration of bank products within a designated territory. The role emphasizes treasury management product promotion and hands-on client engagement.

The ideal candidate will have 5+ years in sales and banking, with knowledge of treasury solutions and strong communication skills, and must be willing to travel to serve clients in the region.