Treasury Management Solutions Consultant

Plumas Bank; Redding (CA); On-site; USD 72,072 - 180,825; Full time

Job summary

Plumas Bank seeks a Treasury Sales Officer to drive new treasury management relationships and expand existing commercial banking partnerships by delivering tailored treasury solutions that improve cash flow, efficiency, and fraud protection. You’ll collaborate with Commercial Relationship Managers, Business Bankers, and Treasury Operations to boost deposits and treasury fees.

The role emphasizes proactive opportunity identification, needs assessments, and seamless implementation to ensure

Qualifications

• Bachelor’s degree or equivalent in business/finance.
• 5+ years in Treasury Management or Commercial Banking.
• CTP or AAP certifications preferred.
• Strong ability to assess client needs and tailor bank products and services.

Responsibilities

• Develop new treasury management relationships with commercial, agricultural, nonprofit, municipal, and professional service clients.
• Generate treasury management revenue through business development and client referrals.
• Conduct joint sales calls with Commercial Relationship Managers and Business Bankers.
• Identify opportunities to increase deposits, fee income, and treasury product utilization.
• Build and maintain a robust sales pipeline and prospect portfolio.
• Represent the Bank at community, industry, and networking events.

Skills

Treasury management

Business development

Relationship management

Sales

Education

Bachelor's degree in business/finance

Job description

Plumas Bank seeks a Treasury Sales Officer to drive new treasury management relationships and expand existing commercial banking partnerships by delivering tailored treasury solutions that improve cash flow, efficiency, and fraud protection. You’ll collaborate with Commercial Relationship Managers, Business Bankers, and Treasury Operations to boost deposits and treasury fees.

The role emphasizes proactive opportunity identification, needs assessments, and seamless implementation to ensure