Treasury Sales Implementation Specialist

Broadway Bank; San Antonio (TX); On-site; USD 105,000 - 132,000; Full time

Benefits offered by this job

Career development

4 weeks paid time off

Vision insurance

Retirement matching

Employee recognition

Job summary

Broadway Bank in San Antonio is seeking a Treasury Sales Implementation Specialist to drive onboarding and adoption of treasury solutions for commercial clients. You will coordinate multi‑party implementation calls and ensure seamless delivery of integrated payables and receivables.

The role requires 5 years of bank sales or customer contact experience, strong communication and presentation skills, and a four‑year business degree.

Qualifications

• 5 years of bank customer contact and/or sales experience with a proven track record of success in customer service and sales growth.
• A four-year degree in Business Administration, Marketing, or equivalent experience is required.
• Excellent oral and written communication skills are required, with experience delivering presentations to small groups.
• 5 years of experience in bank operations or treasury management operations is preferred.
• 3-5 years of treasury management sales experience within a bank is preferred.

Responsibilities

• Lead and coordinate implementation calls with stakeholders to facilitate seamless product delivery.
• Monitor and track the progress of product implementation using project management tools.
• Facilitate client training for all depository and treasury products with treasury sales.
• Drive the sales growth of treasury solutions through proactive outreach and cross-selling.
• Assist with referrals for new treasury solutions and lead client sales presentations and implementations.
• Provide support for client inquiries and post-implementation reviews at 30 and 60 days.
• Review client billing statements for accuracy and opportunities for revenue optimization.
• Coordinate annual relationship reviews and product training sessions between Bankers and Treasury Sales teams.
• Develop targeted prospect lists using CRM and data mining tools.
• Support special projects and travel as needed.

Skills

Treasury sales

Project coordination

Communication skills

Negotiation

Relationship building

Education

Bachelor's degree in Business Administration or related field

Tools

CRM systems

Microsoft Excel

Microsoft Word

PowerPoint

Gantt charts

Job description

Treasury Sales Implementation Specialist

Position: Treasury Sales Implementation Specialist | Division: Treasury Sales|
Work Days: Monday - Friday | Hours of Operation:8:00am - 5:00pm

Why Broadway Bank:

We are one of the largest independently owned banks in Texas withofferings in personal and private banking, wealth management, business bankingand mortgage lending.

Position Overview:
This role isresponsible for the sales growth and implementation of treasury solutions to commercial clients and prospects. The position coordinates the onboarding andtraining of customers in "New" Commercial Product Solutions,including integrated payables and integrated receivables, among others. Itpartners with the Treasury Commercial Product Manager to ensure that clientneeds are met through quality service delivery. Additionally, this roleprovides post-implementation follow-up, product usage support, quality controlof billing, and identifies cross-selling opportunities to optimize clientrelationships.

Essential Functions:

• Lead and coordinate implementation calls with stakeholders (e.g., Client, Banker, Treasury Sales Officer, Treasury Operations Specialist, outside vendors) to facilitate seamless product delivery, ensuring active participation of all parties.
• Monitor and track the progress of product implementation in coordination with Operations and Vendors using Gantt charts or similar project management tools.
• Facilitate client training for all depository and treasury products partnering with treasury sales.
• Drive the sales growth of treasury solutions through a proactive calling effort, leveraging leads from internal partners and personal development of outside prospects.
• Assist the Treasury Commercial Product Manager (CPM) with referrals for new treasury solutions, including Integrated Payables and Receivables. Lead and schedule client sales presentations and product implementations, coordinating with all involved parties (Client, Banker, Treasury Sales Officer, Treasury Operations Specialist, and external vendors).
• Act as the primary liaisonwith treasury services to ensure timely setup of new CPM requests.Provide support for clientinquiries related to the setup process.
• Conduct post-implementation reviews at regular intervals (30 days, 60 days) to ensure client satisfaction and the optimal usage of products and services.
• Evaluate operational aspects of ACH Origination and Remote Deposit Capture. Initiate the approval process for product exposure limits and advise underwriting teams on the appropriateness of exposure levels requested by clients.
• Regularly review and report on client analysis statements to ensure accurate billing. Address and resolve complex account analysis questions raised by clients.
• Periodically review analysis statements for cross-selling opportunities within existing clients.
• Coordinate annual relationship reviews and product training sessions between Bankers and Treasury Sales teams to ensure alignment with client goals.
• Stay informed of ongoing product development initiatives and guide product opportunities to align with client needs.
• Utilize Customer Relationship Management (CRM) and data mining tools to develop targeted prospect lists, focusing on industries, companies, and firms within the Bank's strategic markets.
• Support special projects and initiatives as needed.
• Perform other duties as assigned.
• This position may require travel within the Bank's geographic area.

Experience & Education:

• 5 years of bank customer contact and/or sales experience, with a proven track record of success in customer service and sales growth.
• Demonstrated ability to work collaboratively and productively with peers to achieve shared goals.
• Excellent oral and written communication skills are required, with experience delivering presentations to small groups.
• 5 years of experience in bank operations or treasury management operations is preferred.
• 3-5 years of treasury management sales experience within a bank is preferred.
• Membership in the SA Treasury Management Association or Association of Financial Professionals is a plus.
• A four-year degree in Business Administration, Marketing, or equivalent experience is required.

Skills &Qualifications:

• Proven ability to coordinate complex client implementations.
• Strong understanding of treasury management products and services, including ACH Origination and Remote Deposit Capture.
• Expertise in reviewing and analyzing client billing statements to ensure accurate charges and identify opportunities for revenue optimization.
• Ability to develop and execute strategic sales plans, including prospecting and cross-selling within existing client relationships.
• Excellent interpersonal skills with the ability to build strong client relationships.
• Demonstrated proficiency with Microsoft Word, Excel, PowerPoint, and CRM systems.
• Strong analytical and problem-solving skills, with the ability to evaluate operational risks and recommend appropriate product exposure limits.
• Ability to adapt to new product developments and guide clients through product adoption processes.
• Experience with delivering and managing client training programs for treasury solutions.

Other Requirements

• Ability to manage multipleclient implementations concurrently while meeting deadlines.
• Requires the abilityto lift, carry, push, pull weights or otherwise move objects weighing asmuch as 10 lbs. on aregular basis and/or for extended periods of time during the workday.
• Occasionalovertime or extended hours may be required.

We’re a culture that offers resources to benefityour overall health and well-being:

• Career Development and Mentorship Programs
• Generous paid time off, minimum 4 weeks
• Employee recognition, awards, and events
• Free vision insurance
• Retirement matching

This job description is notdesigned to be a comprehensive listing of duties, responsibilities, oractivities that are required for this job. Duties, responsibilities, andactivities may change at any time with or without notice.

Broadway Bankis proud to be an Equal Opportunity Employer. Broadway Bank is a drug-free andtobacco-free workplace, with a nicotine-free hiring policy. All qualified applicantswill receive consideration for employment without regard to race, color, sex,sexual orientation, gender identity, religion, national origin, disability,veteran status, or other legally protected status.Member FDIC