Treasury Solutions Sales Executive

Broadway Bank; Austin (TX); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Paid time off

Retirement matching

Vision insurance

Tuition reimbursement

Employee recognition

Job summary

Broadway Bank in Austin, TX, is seeking a Treasury Solutions Sales Officer to drive sales of treasury services for commercial clients. You will identify needs, prepare tailored proposals, and coordinate with operations to assure seamless service delivery.

The role emphasizes training, relationship-building, and ongoing client support to ensure high-quality treasury solutions implementations. Strong communication and cross-functional collaboration are essential.

Qualifications

• 3 years of bank customer contact and/or sales experience with proven success.
• 2 years of experience in bank operations or treasury solutions operations preferred.
• 3-5 years of bank-specific treasury solutions sales experience preferred.
• A four-year degree in Business Administration or Marketing, or equivalent experience is required.
• CTP designation is strongly preferred.
• Series 6 & 63 securities licensing preferred.

Responsibilities

• Drive sales of treasury solutions to commercial clients and prospects.
• Identify and address treasury management needs for each business.
• Build referral networks through training, follow-up, and collaboration with bank staff.
• Coordinate between sales and operations for seamless service and product implementation.
• Prepare and deliver proposals using proforma analyses and cost-benefit analyses.
• Maintain knowledge of treasury and non-treasury product offerings across divisions.
• Lead product implementation efforts and conduct client training.
• Travel locally to meet clients as needed.

Skills

Excellent communication

Cross-functional collaboration

Client-centric approach

Analytical skills

MS Word

MS Excel

PowerPoint

Education

Business Administration or Marketing degree

CTP designation preferred

Series 6 & 63 licenses preferred

Tools

MS Word

MS Excel

PowerPoint

Job description

Broadway Bank in Austin, TX, is seeking a Treasury Solutions Sales Officer to drive sales of treasury services for commercial clients. You will identify needs, prepare tailored proposals, and coordinate with operations to assure seamless service delivery.

The role emphasizes training, relationship-building, and ongoing client support to ensure high-quality treasury solutions implementations. Strong communication and cross-functional collaboration are essential.