Treasury Services Growth & Support Lead

United Bank of Southwest Alabama & Northwest Florida; Milton (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

United Bank of Southwest Alabama & Northwest Florida is seeking a Treasury Services Sales & Support Lead to grow the bank’s treasury portfolio through proactive outside calling and coordinated sales activity.

You will partner with Commercial Lenders, Retail teams, and internal operations to onboard new relationships and deepen existing ones, delivering exceptional service while adhering to policies and regulatory requirements.

Qualifications

• 3+ years in banking, treasury management, or related customer-facing role.
• 1+ years of supervisory or team lead experience.
• Strong customer service, relationship-building, and sales skills.
• Ability to conduct outside sales calls and develop new business relationships.
• Working knowledge of treasury services products and business banking solutions.
• Proficient in Microsoft Office and banking software applications.
• Ability to travel for customer and prospect visits as needed.
• High school diploma or equivalent.

Responsibilities

• Conduct regular outside calls with prospective and existing business customers.
• Partner with Commercial Lenders, Retail leadership, and branch personnel to identify treasury services opportunities.
• Develop new business relationships and expand existing customer relationships through treasury services solutions.
• Recommend appropriate products based on customer needs, including ACH, RDC, Positive Pay, Merchant Services, and Business Digital Banking.
• Prepare and deliver customer presentations, proposals, and product demonstrations.
• Maintain an active sales pipeline and document calling activity, opportunities, and results.
• Support deposit growth, treasury fee income, and product adoption goals.
• Coordinate implementation and onboarding of treasury services for new and existing customers.
• Serve as primary contact for treasury services customers and assist with service-related requests.
• Collaborate with internal departments to ensure positive customer experience.
• Provide advanced support for online banking, ACH, wires, RDC, positive pay, and related services.
• Investigate issues, coordinate resolution with operations, technology, product vendors, and risk partners, and keep customers informed through closure.
• Review setup requests and access documentation for completeness and security controls.
• Coach front-line staff on treasury solutions and referral conversations.
• Support product testing, audits, risk reviews, and continuous process improvement.

Skills

Outside sales

Relationship building

Sales skills

Leadership

Time management

Communication

Team collaboration

Adaptability

Travel willingness

Problem solving

Education

Bachelor’s degree in Business, Finance, Accounting, or related field

High school diploma or equivalent

CTP or Accredited ACH Professional (AAP) certification

Tools

Microsoft Office

Banking software

Treasury management tools

Job description

United Bank of Southwest Alabama & Northwest Florida is seeking a Treasury Services Sales & Support Lead to grow the bank’s treasury portfolio through proactive outside calling and coordinated sales activity.

You will partner with Commercial Lenders, Retail teams, and internal operations to onboard new relationships and deepen existing ones, delivering exceptional service while adhering to policies and regulatory requirements.