Treasury Sales Officer

pinnbank; Grand Junction (CO); On-site; USD 80,000 - 115,000; Full time

Benefits offered by this job

Paid holidays

PTO

Health insurance

Dental

Vision

Life insurance

401K with employer contributions

Profit sharing

Long-term disability

Employee assistance program

Job summary

PinnBank in Colorado is seeking a Treasury Sales Officer to drive treasury revenue and deposit growth across Mesa, Delta, and Montrose counties. You will prospect, close new treasury relationships, expand product usage, and collaborate with loan officers to deliver consultative cash-management solutions.

You will serve as the primary treasury advisor, lead external client reviews, and maintain a strong market presence through community involvement.

Qualifications

• Bachelor’s degree or equivalent years of work experience.
• 5 years of bank and/or cash management experience.
• Prior experience in a business development role with measurable results.
• CTP certification preferred.

Responsibilities

• Prospect, identify, and close new treasury management relationships with business clients in assigned market(s).
• Expand treasury product usage and fee income within existing commercial and business banking relationships.
• Lead treasury-related sales efforts in partnership with Commercial Loan Officers and other bank staff.
• Serve as the primary treasury advisor in client conversations, delivering consultative solutions aligned to client cash flow, payments, and fraud prevention needs.
• Develop and lead external client reviews and presentations to ensure all necessary documents and details are presented accurately.
• Maintain strong visibility and involvement in the business community to drive referrals and market presence.
• Collaborate with treasury onboarding, implementation, and support teams to ensure smooth post-sale execution and client satisfaction.
• Manage sales pipeline, goals, and activity reporting while maintaining accountability for market results.
• Regularly exercising independent judgement and discretion over matters of significance.
• Communicate effectively in-person and otherwise with all coworkers and customers, both during regular business hours and before and after regular business hours, if necessary.
• Effective communication and collaboration are essential for this role; remote work may be available periodically, but this position cannot be primarily remote.

Skills

Treasury management

Bank compliance

Consultative selling

Community engagement

Treasury software

Microsoft Excel

PowerPoint

Travel

Communication

Education

Bachelor’s Degree or equivalent

5 years bank/cash management experience

Business development experience

CTP certification preferred

Tools

Microsoft Office

Treasury management software

Job description

GENERAL SUMMARY:

The Treasury Sales Officer is responsible for driving treasury revenue and deposit growth in the assigned market(s) through proactive prospecting, new client acquisition, and expansion of treasury product adoption within existing relationships. This role serves as the Treasury Sales leader, combining strong business development skills, community engagement, and internal collaboration to position the bank as a trusted treasury partner while leveraging dedicated treasury teams for onboarding, implementation, and ongoing account support.

Full Time, Job will be work with all branches in Mesa County, Delta County, and Montrose County.

COMPENSATION: $80,000-$115000 annually

RESPONSIBILITIES AND DUTIES:

• Prospect, identify, and close new treasury management relationships with business clients in assigned market(s)
• Expand treasury product usage and fee income within existing commercial and business banking relationships
• Lead treasury-related sales efforts in partnership with Commercial Loan Officers and other bank staff
• Serve as the primary treasury advisor in client conversations, delivering consultative solutions aligned to client cash flow, payments, and fraud prevention needs
• Develop and lead external client reviews and presentations to ensure all necessary documents and details are presented accurately
• Maintain strong visibility and involvement in the business community to drive referrals and market presence
• Collaborate with treasury onboarding, implementation, and support teams to ensure smooth post-sale execution and client satisfaction.
• Manage sales pipeline, goals, and activity reporting while maintaining accountability for market results
• Regularly exercising independent judgement and discretion over matters of significance.
• Communicate effectively in-person and otherwise with all coworkers and customers, both during regular business hours and before and after regular business hours, if necessary.
• Effective communication and collaboration are essential for this role. While remote work may be available periodically, there are times when being in the office is necessary to maintain our collaborative efforts. Therefore, this position cannot be primarily performed remotely.

KNOWLEDGE, SKILLS, AND ABILITIES:

• Knowledge of treasury management products and bank compliance
• Ability to develop a consultative sales culture in assigned market(s) with internal teams and external community
• Existing presence or awareness of the business community in assigned market(s)
• Knowledge of bank and treasury management software
• Skill in Microsoft Office specifically Excel and PowerPoint
• Skill in communicating and coordinating activities with management, customers, coworkers, and vendors. Communication must be timely and strong
• Ability to research and review customer industry segments and product portfolios
• Ability to travel

EDUCATION AND EXPERIENCE:

• Bachelor’s Degree or equivalent years of work experience
• 5 years of bank and/or cash management experience
• Prior experience in a business development role with measurable results
• Certified Treasury Professional (CTP) certification preferred

BENEFITS:

• Benefits for employees working at least 35 hours per week include 8 paid holidays; 17 PTO days each year for the first five years of employment (employees must complete 90-day introductory period prior to accruing PTO); 16 hours of paid sick time upon hire date; health, dental, prescription drug card, vision, and voluntary life insurance plans; health savings account with employer contributions; flexible medical and dependent care spending plans; 401K plan after 3 months and start of next quarter with employer contributions and profit sharing; $50,000 group term life insurance; long term disability insurance and employee assistance program. If working less than 35 hours per week, above benefits are modified.

NOTE: The statements herein are intended to describe the general nature and level or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of personnel so classified.