Treaury Management Sales Advisor

Sullivan Bank; Sunrise Beach (MO); Sur place; USD 70 000 - 110 000; Plein temps

Résumé du poste

Sullivan Bank, a Missouri-based community lender, seeks a Treasury Management Sales Advisor to grow relationships with business customers in Sunrise Beach, MO. You will identify cash management needs, present tailored solutions, and lead proposals through implementation.

The role focuses on onboarding, ongoing support, and proactive risk management while collaborating with branches, lenders, and operations to deliver excellent service and outcomes.

Qualifications

• Strong sales and relationship management skills.
• Treasury and cash management knowledge including ACH, wires, and remote deposit capture.

Responsabilités

• Build, maintain and expand relationships with business and commercial customers.
• Present tailored treasury management solutions and prepare proposals.
• Guide customers through implementation of services and ongoing support.

Connaissances

Relationship management

Sales skills

Consultative selling

Account management

Communication skills

Time management

Collaboration

Analytical thinking

Treasury knowledge

Formation

Bachelor’s degree in business/finance or related field

Outils

Online banking platforms

Description du poste

Company Description

Sullivan Bank, formerly Bank of Sullivan, is a locally owned financial institution that has served Missouri communities since 1895, guided by the principles of stability, strength, and service. Chartered by the State of Missouri and insured by the FDIC, the bank is overseen by an experienced Board of Directors that focuses on strong policies and sound processes. Sullivan Bank is committed to maintaining a safe, reliable financial environment for its customers and team members. The bank continues to grow with the communities it serves through neighborhood branches in Sullivan, Cuba, Labadie, Pleasant Hope, Springfield, Sunrise Beach, Union, St. Clair, and Eureka, all in Missouri.

Role Description

The Treasury Management Sales Advisor is a full-time, on-site role based in Sunrise Beach, MO. This position focuses on building, maintaining, and expanding relationships with business and commercial customers by promoting and advising on treasury management products and services. Day-to-day responsibilities include identifying client cash management needs, presenting tailored solutions, preparing proposals, and guiding customers through implementation of services such as ACH, wires, remote deposit capture, and online banking platforms. The advisor collaborates closely with branch staff, commercial lenders, and operations teams to ensure smooth onboarding and ongoing support, while monitoring account activity, resolving issues, and providing proactive recommendations to improve efficiency and risk management. The role also involves conducting outreach, participating in community and business events, and staying current on industry trends, regulatory requirements, and competitor offerings.

Qualifications

• Candidates should possess strong sales and relationship management skills, including prospecting, consultative selling, account management, and customer service.
• Candidates should possess treasury and cash management knowledge, including familiarity with business deposit accounts, ACH, wires, remote deposit capture, merchant services, and online banking tools.
• Candidates should possess analytical and problem-solving skills, with the ability to assess client needs, interpret financial data, identify risks, and recommend appropriate solutions.
• Candidates should possess communication and presentation skills, including clear written and verbal communication, effective client presentations, and the ability to explain complex banking services in accessible terms.
• Candidates should possess organizational and time management skills, including the ability to manage multiple client requests, prioritize tasks, and meet deadlines.
• Candidates should possess collaboration skills, with the ability to work effectively with branch teams, commercial bankers, operations, and leadership to support client needs.
• Relevant experience in treasury management, commercial banking, or business banking is highly beneficial.
• A bachelor’s degree in business, finance, accounting, or a related field, or equivalent relevant experience, is preferred.
• Working knowledge of banking regulations, risk management practices, and secure handling of