Treasury Services Sales & Support Lead

United Bank of Southwest Alabama & Northwest Florida; Milton (FL); On-site; USD 90,000 - 140,000; Full time

Job summary

The Treasury Services Sales & Support Lead in the United States is responsible for growing the bank's treasury services portfolio through proactive outside calling, coordinated sales activity, and responsive customer support.

The role partners with Commercial Lenders, Retail teams, and internal operations staff to identify opportunities, onboard new relationships, and deepen existing customer relationships, delivering exceptional service while adhering to policies and regulatory requirements.

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 and serve as an escalation point for online banking, ACH, wires, RDC, positive pay, account analysis, 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, accuracy, appropriate authority, and adherence to security controls.
• Maintain procedures, job aids, product knowledge, and internal training; coach front-line staff on treasury solutions and referral conversations.
• Support product testing, audits, risk reviews, and continuous process improvement.
• Any other duties as assigned by Management
• Carries out supervisory responsibilities in accordance with the organization's policies, procedures, and applicable laws. Provides guidance and oversight to and is responsible for the coordination and evaluation of the assigned team. Responsibilities may include interviewing, hiring, and training employees; planning, assigning, and directing work; performance management; employee compensation; approving expense reports; addressing concerns and resolving problems.

Job description

Job Function / Summary

The Treasury Services Sales & Support Lead is responsible for growing the Bank's treasury services portfolio through proactive outside calling, coordinated sales activity, effective follow-up, and responsive customer support. The position partners with Commercial Lenders, Retail teams, and internal operations staff to identify opportunities, recommend appropriate treasury solutions, onboard new relationships, and deepen existing customer relationships. Delivering exceptional customer service while adhering to bank's policies, procedures, and regulatory requirements.

Primary Duties & Responsibilities

Sales 50%

• 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, Remote Deposit Capture (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.

Customer Relationship Management 30%

• 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.

Treasury Support 20%

• Provide advanced support and serve as an escalation point for online banking, ACH, wires, remote deposit capture, positive pay, account analysis, 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, accuracy, appropriate authority, and adherence to security controls.
• Maintain procedures, job aids, product knowledge, and internal training; coach front-line staff on treasury solutions and referral conversations.
• Support product testing, audits, risk reviews, and continuous process improvement.
• Any other duties as assigned by Management

Supervisory Responsibilites

Carries out supervisory responsibilities in accordance with the organization's policies, procedures, and applicable laws. Provides guidance and oversight to and is responsible for the coordination and evaluation of the assigned team. Responsibilities may include interviewing, hiring, and training employees; planning, assigning, and directing work; performance management; employee compensation; approving expense reports; addressing concerns and resolving problems.