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Senior Treasury Management Solutions Specialist

  • ... Posted on: Jun 04, 2025
  • ... Balance Staffing Company
  • ... Livermore, Iowa
  • ... Salary: Not Available
  • ... Full-time

Senior Treasury Management Solutions Specialist   

Job Title :

Senior Treasury Management Solutions Specialist

Job Type :

Full-time

Job Location :

Livermore Iowa United States

Remote :

No

Jobcon Logo Job Description :

The Senior Treasury Management Solutions Specialist is responsible for expanding our clients Treasury Management portfolio through new business development and deepening relationships with existing clients. This role drives deposit growth, non-interest income, and loan referrals by delivering tailored Treasury Management Solutions to small, midsize, and large businesses.Working closely with the Treasury Management Solutions Manager, branch leadership, and business partners. This role supports revenue generation and client satisfaction through strategic sales efforts, proactive relationship management, and exemplary service standards.Role and ResponsibilitiesDevelop new business opportunities by identifying prospective clients, creating strategic account plans, and executing effective sales strategiesPartner with Branch Managers and internal business partners to uncover client needs and recommend appropriate Treasury Management solutionsStrengthening client relationships through consistent engagement, industry awareness, and proactive solutionsMaintain a robust, up-to-date sales pipeline, and report progress weekly to managementMeet or exceed individual sales, revenue, and proposal targetsContinuously expand knowledge of Treasury Management products through training, market research, and internal collaborationContribute to deposit, fee income growth through consultative selling and tailored client solutionsPromptly identify and escalate any potential fraud or loss situationsMaintain precise and timely documentation in the Bank’s CRM system to ensure accuracy and accountabilityUphold all Bank policies, procedures, and compliance standardsMinimum QualificationsBachelor’s degree or equivalent combination of education and relevant work experienceMinimum of 4 years of experience in financial services, including at least 3 years in Treasury Management or a closely related fieldDemonstrated success in business development, client relationship management, and negotiation skillsProven ability to collaborate effectively with Branch Managers and business partners to drive client solutionsStrong analytical skills, including the ability to interpret financial statements and assess working capital and cash flow cyclesProficiency in Microsoft Word, Excel, PowerPoint, and internet-based toolsExcellent written, verbal, and presentation skillsAbility to work independently and manage time, territory, and priorities effectivelyMust be able to travel throughout the assigned geographic areaApply now and one of our recruiters will reach out to you! Balance Staffing is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status, or any other characteristic protected by federal or state law.

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Jobcon Logo Position Details

Posted:

Jun 04, 2025

Employment:

Full-time

Salary:

Not Available

Snaprecruit ID:

SD-APP-9051a4b303e9a7eab01cd517c7223cfcfbc2337e070ada6ff6b16944f3504b86

City:

Livermore

Job Origin:

APPCAST_CPC

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The Senior Treasury Management Solutions Specialist is responsible for expanding our clients Treasury Management portfolio through new business development and deepening relationships with existing clients. This role drives deposit growth, non-interest income, and loan referrals by delivering tailored Treasury Management Solutions to small, midsize, and large businesses.Working closely with the Treasury Management Solutions Manager, branch leadership, and business partners. This role supports revenue generation and client satisfaction through strategic sales efforts, proactive relationship management, and exemplary service standards.Role and ResponsibilitiesDevelop new business opportunities by identifying prospective clients, creating strategic account plans, and executing effective sales strategiesPartner with Branch Managers and internal business partners to uncover client needs and recommend appropriate Treasury Management solutionsStrengthening client relationships through consistent engagement, industry awareness, and proactive solutionsMaintain a robust, up-to-date sales pipeline, and report progress weekly to managementMeet or exceed individual sales, revenue, and proposal targetsContinuously expand knowledge of Treasury Management products through training, market research, and internal collaborationContribute to deposit, fee income growth through consultative selling and tailored client solutionsPromptly identify and escalate any potential fraud or loss situationsMaintain precise and timely documentation in the Bank’s CRM system to ensure accuracy and accountabilityUphold all Bank policies, procedures, and compliance standardsMinimum QualificationsBachelor’s degree or equivalent combination of education and relevant work experienceMinimum of 4 years of experience in financial services, including at least 3 years in Treasury Management or a closely related fieldDemonstrated success in business development, client relationship management, and negotiation skillsProven ability to collaborate effectively with Branch Managers and business partners to drive client solutionsStrong analytical skills, including the ability to interpret financial statements and assess working capital and cash flow cyclesProficiency in Microsoft Word, Excel, PowerPoint, and internet-based toolsExcellent written, verbal, and presentation skillsAbility to work independently and manage time, territory, and priorities effectivelyMust be able to travel throughout the assigned geographic areaApply now and one of our recruiters will reach out to you! Balance Staffing is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status, or any other characteristic protected by federal or state law.

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