Treasury Management Sales Specialist

Foothills Bank; Riverton (UT); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

PTO and paid holidays

Job summary

Altabank, Division of Glacier Bank, Riverton, Utah, seeks a full-time Treasury Management Sales Specialist to drive treasury products, commercial deposits, and client growth. You will support Treasury Sales Officers, assist with implementations, and work across operations to streamline client experiences.

Strong relationship skills and knowledge of treasury services are essential. The role emphasizes collaboration with TM officers, proactive problem resolution, and maintaining high service

Qualifications

• Bachelor’s degree preferred in Finance, Accounting, or Business.
• 1–3 years Treasury Management, business banking, sales or related customer-facing role.
• Experience in developing a sales pipeline and pursuing client acquisition is helpful.

Responsibilities

• Build strong relationships with treasury and depository clients.
• Collaborate with Treasury Sales Officers and TM teams to streamline processes.
• Prepare Account Analysis Comparisons and sales proposals.
• Prepare formal treasury reviews for top TM clients.
• Engage in product pricing and rate discussions with clients.

Skills

Interpersonal skills

Relationship management

Communication skills

Time management

Organizational skills

Problem solving

Education

Bachelor’s degree in Finance/Accounting/Business

College degree or equivalent experience

Job description

About The Role

Altabank, Division of Glacier Bank, is looking for a Full-time Treasury Management Sales Specialist for our Riverton 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 is responsible to assist with the implementation and ongoing maintenance of Treasury Management services and TM Clients.

The Sales Specialists develop a cooperative working relationship between Treasury Sales Officers, the implementation team and other Bank operations departments necessary for the delivery of Treasury products to prospects and clients. Develop processes and procedures that simplify, clarify, and speed up the process between the time of client acceptance of Treasury Management products and the product implementation. Follows up with clients when new setups are implemented and remain a constant source for any ongoing client questions or needs.

DUTIES AND RESPONSIBILITIES:

• Builds strong relationships with treasury and other depository clients.
• Builds strong relationships and partnerships with the TMO.
• Participate with TMO in the client planning process and provides specific client/prospect relationship data that may aid in the calling/business generation process.
• Understands and influences 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.
• Is comfortable having 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.
• Keeps management appropriately informed of area activities and of any significant problems.
• Participate in Community Service and Bank sponsored activities that serve and support the mission and values of the Altabank.
• Provide superior internal and external customer service.
• Represent Altabank in a professional manner.
• Regular and predictable attendance.
• Additional duties as requested or assigned.

Schedule: M-F 8-5

About You

QUALIFICATIONS:

1–3 years 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.

Bachelor’s degree (preferred) in Finance, Accounting, Business, or similar field of education.

A college degree or equivalent combination of education and experience.

Required Knowledge

Basic knowledge of Treasury Management products/services 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.

Skills and Abilities

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 with the ability to build trust, influence decisions, and interface professionally with clients, prospects, referral partners, other employees, and senior management.
• 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 & written) in order to communicate and relate effectively with customers and associates.
• Strong attention to detail with the ability to work efficiently & accurately.
• Demonstrated ability in exercising independent judgment.
• Strong organizational skills, including the ability to prioritize and remain calm while working in a fast paced/deadline driven environment.
• Employee must be capable of interacting calmly and professionally with a variety of people from diverse backgrounds at various levels within and outside of the organization.

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

Ability to adapt to change (e.g., shifting priorities, demands, and timelines) 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, but is not limited to medical, dental, vision, and life insurance. Coverage is available to employees and their eligible dependents in accordance with our written plan documents. You may also be eligible for a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a retirement savings plan, including 401(k) and Profit-Sharing plans, 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 (PTO) plan and paid holidays. PTO accruals begin at .0745 per hour worked for our part time employees up to a maximum accrual of 240 hours per year for certain Full-Time employees. PTO accruals are dependent on position, status (Full time or Part time), and years of experience in accordance with our PTO policy. Most Full-Time employees are also offered 6 paid holidays and Part Time employees are offered pro-rated paid holidays. In addition, employees in Utah and Nevada may be eligible for pay for certain state recognized holidays. Visit our website for more details.

We are an Equal Opportunity Employer and 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.

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

No Recruiters or unsolicited agency referrals please.