Treasury Management Sales Specialist

Bank of Colorado; Mansfield (TX); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

8 paid holidays

17 PTO days per year

Paid sick time

Health insurance

Dental and vision

401K with employer contributions

Job summary

Bank of Colorado seeks an experienced sales professional to drive treasury management products in Mansfield, TX. You will promote treasury solutions, demonstrate products, and collaborate with lending staff to expand client relationships.

The role emphasizes strong communication, understanding of cash management software (Fiserv), and the ability to travel to meet clients. A high school diploma is required; 5+ years in banking/sales preferred, with a college degree preferred.

Qualifications

• High school diploma or equivalent; college degree preferred.
• Five or more years of sales and banking experience preferred.
• Knowledge of treasury management products, sales, and compliance.
• Ability to travel and develop a sales/service culture.
• Proficiency with Fiserv, Word, Excel and cash management software.

Responsibilities

• Promotes and sells treasury management products to existing and prospective customers.
• Demonstrates products and assists customers in selecting best fit.
• Makes joint calls with lending staff and conducts in-person/phone calls.
• Researches sources to develop prospective customers.
• Provides sales support to third-party providers including merchant services.
• Keeps management informed with reports on customer needs and competition.
• Participates in trade shows and provides installation/training of treasury equipment.

Skills

Sales experience

Communication

Travel

Treasury knowledge

Cash management understanding

Education

High school diploma

College degree preferred

Tools

Fiserv system

Word

Excel

Cash management software

Job description

Bank of Colorado seeks an experienced sales professional to drive treasury management products in Mansfield, TX. You will promote treasury solutions, demonstrate products, and collaborate with lending staff to expand client relationships.

The role emphasizes strong communication, understanding of cash management software (Fiserv), and the ability to travel to meet clients. A high school diploma is required; 5+ years in banking/sales preferred, with a college degree preferred.