Treasury Management Sales Specialist

Foothills Bank; Logan (UT); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) retirement savings plan

Generous paid time-off plan

Job summary

Foothills Bank in Logan, Utah is seeking a Full-time Treasury Management Sales Specialist to enhance their Treasury Management services and client acquisition efforts. The successful candidate will be responsible for fostering relationships with treasury clients, supporting sales officers, and ensuring a seamless client experience.

The ideal candidate will have 3–5 years of relevant financial services experience and a Bachelor's degree in Finance, Accounting, or a similar field. This role offers a comprehensive benefits package and the opportunity for professional development.

Qualifications

• 3–5 years of experience in Treasury Management or related financial services.
• Ability to conduct sales conversations with clients.

Responsibilities

• Build relationships with treasury clients.
• Support Treasury Sales Officers with proposals and presentations.
• Influence internal processes to improve client experience.

Skills

Relationship management

Sales pipeline development

Interpersonal skills

Consultative selling

Attention to detail

Education

Bachelor's degree in Finance, Accounting, Business

Job description

About the Role

Altabank, Division of Glacier Bank, is looking for a Full‑time Treasury Management Sales Specialist for our North Logan branches.

Role

The Treasury Management Sales Specialist (SS) along with the TMO will be responsible for driving Treasury Management business, commercial deposit growth, revenue generation, and client acquisition for the bank. The SS supports one or more Treasury Sales Officers with all organization, paperwork, process flow, and problem resolution activities, allowing the Treasury Sales Officers more time to hold face‑to‑face sales meetings with prospects and clients. This position assists with the implementation and ongoing maintenance of Treasury Management services and TM clients.

Duties and Responsibilities

• Build strong relationships with treasury and other depository clients.
• Build strong relationships and partnerships with the TMO.
• Participate with the TMO in the client planning process and provide specific client/prospect relationship data that may aid in the calling/business generation process.
• Understand and influence internal process improvements required to streamline the client experience.
• Prepare Account Analysis Comparisons as requested by Treasury Sales Officers based on data from competitor statements.
• Prepare sales presentations and proposals.
• Prepare formal treasury reviews to be presented to top tier TM clients.
• Conduct product sales conversations with existing and potential clients, including product pricing and rate discussions.
• Assist clients and Treasury Sales Officers as needed with problem resolution (mostly with larger TM clients).
• Assist with periodic assessments and evaluations for renewal, annual compliance, etc. Escalate problems to Treasury Sales Officer as needed.
• Adhere to Altabank Core Values.
• Keep management appropriately informed of area activities and any significant problems.
• Participate in community service and bank-sponsored activities that serve and support the mission and values of Altabank.
• Provide superior internal and external customer service.
• Represent Altabank in a professional manner.
• Maintain regular and predictable attendance.
• Perform additional duties as requested or assigned.

Schedule

Monday–Friday 8:00 am – 5:00 pm

About You

Qualifications

• 3–5 years of previous work experience in Treasury Management, business banking, sales, relationship management, customer acquisition, or a related customer‑facing financial services role; entry‑level experience developing a sales pipeline, prospecting new customers, expanding client relationships, and supporting deposit or revenue growth; or equivalent transferrable experience.
• Two to five years of similar or related experience.

Education

• Bachelor’s degree (preferred) in Finance, Accounting, Business, or a similar field.
• A college degree or equivalent combination of education and experience.

Required Knowledge

• Basic knowledge of Treasury Management products and operations, including deposit products, cash management solutions, commercial card, merchant services, payment services, and related business banking solutions.
• Basic knowledge of banking products, services, policies, procedures, regulations, referral processes, and relationship‑based sales practices.

Knowledge, Skill, Ability

Developing ability to effectively prospect for new business, manage a sales pipeline, conduct needs‑based sales conversations, ask for business, and work toward deposit growth, revenue, and relationship expansion goals.

• Effective interpersonal and relationship management skills.
• Knowledge of sales fundamentals, including prospecting, discovery, consultative selling, referral development, objection handling, follow‑up discipline, and closing skills.
• Well‑developed interpersonal and communication skills (verbal and written).
• Strong attention to detail and ability to work efficiently and accurately.
• Demonstrated independent judgment.
• Strong organizational skills, including ability to prioritize and remain calm in a fast‑paced, deadline‑driven environment.
• Capability to interact calmly and professionally with a variety of people from diverse backgrounds at various levels within and outside the organization.

Employee must be capable of regular, reliable, and timely attendance.

Ability to adapt to change through time‑management, analytical, and problem‑solving skills.

What We Offer

Compensation & Benefits

Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position. We offer an extensive benefits package that includes medical, dental, vision, and life insurance. Coverage is available to employees and their eligible dependents in accordance with our written plan documents. Eligibility may also include a health‑savings‑account option, Employee Assistance Program (EAP), health rewards program, retirement savings plan (including 401(k) and profit‑sharing), short‑ and long‑term disability benefits, education and training benefits, and discounts on banking products and services. We also offer a generous paid time‑off plan and paid holidays. PTO accruals vary by position, status, and experience in accordance with our PTO policy. Full‑time employees receive six paid holidays; part‑time employees receive prorated paid holidays. Certain employees in Utah and Nevada may also be eligible for payment for state‑recognized holidays. Visit our website for more details.

Equal Opportunity Employer

No recruiters or unsolicited agency referrals please.

Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US.

We are an Equal Opportunity Employer. Qualified applicants, or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state, or local laws.