Treasury Management Sales Officer
Company: Sauk Valley Bank
Location: Janesville
Posted on: February 16, 2026
|
|
|
Job Description:
Job Description Job Description SUMMARY The position of Treasury
Management Sales Officer is responsible for driving deposit growth
and fee income by delivering customized treasury solutions to
business customers. As a Treasury Management Sales Officer, you
will generate new treasury management business and maintain
relationships with existing customers. This role focuses on
identifying customer needs, developing strategic relationships, and
promoting the bank’s suite of cash management products and
services. The ideal candidate will be proactive business developer
with strong consultative sales skills and a deep understanding of
treasury operations in a community banking environment. In addition
the Treasury Management Sales Officer assures compliance with all
SVB policies and procedures, as well as, all applicable state and
federal banking regulations. ESSENTIAL DUTIES Develop and execute
strategic sales plan to engage and close business with C-level
executives (CFO, CEO, CIO, etc.) Identify and qualify high-value
business opportunities through research, networking, and outbound
prospecting. Build trusted advisor relationships with senior
decision-makers to understand their business challenges and align
solutions. Drive revenue growth by prospecting new treasury
management business, retaining and expanding existing customer
relationships, and collaborating with other business units to
achieve departmental and company goals. Proactively identify
treasury management sales opportunities, leads and/or product
upgrades within an existing portfolio. Promote treasury services
internally to enhance cross-organizational collaboration and drive
quality referrals and new customer acquisitions. Participate and
provide input on treasury management product development and
pricing by providing client feedback, competitive market/industry
information and business requirements. Drive business development
efforts in collaboration with various stakeholders to achieve
financial targets and enhance customer experience. Actively engage
in community networking to expand brand awareness and foster new
relationships. Must comply with current applicable laws,
regulations and bank policies and procedures. Comply with all
safety policies, practices and procedures. Report all unsafe
activities to supervisor and/or Human Resources. SECONDARY DUTIES
The position of Treasury Management Sales Officer performs duties
specific to the position and other functions as assigned.
SUPERVISORY RESPONSIBILITY The position of Treasury Management
Sales Officer is not responsible for the supervision of any
employee(s). MINIMUM REQUIREMENTS These specifications are general
guidelines based on the minimum experience normally considered
essential to the satisfactory performance of this position. The
requirements listed below are representative of the knowledge,
skill and/or ability required to perform the position in a
satisfactory manner. Individual abilities may result in some
deviation from these guidelines. Bachelor’s degree in Business,
Finance, or related field (or equivalent experience). 3 years of
treasury management or commercial banking experience Proved track
record of consultative sales and relationship management. Strong
knowledge of cash management products (ACH, wires, remote deposit,
fraud tools, etc.). Excellent communication, presentation, and
negotiation skills. Ability to work independently and
collaboratively across departments. Proficiency in CRM systems and
Microsoft Office Suite. CTP (Certified Treasury Processional)
designation preferred. Experience in a community bank or regional
financial institution preferred. Familiarity with small business
and middle-market client segments preferred. Effective
organizational and time management skills. Ability to work with
general supervision while performing duties. Current driver’s
license and a vehicle with appropriate insurance coverage if
required to drive in the course of performing assigned duties and
responsibilities. The incumbent must be able to perform this
position safely, without endangering the health or safety to
him/herself or others. Sauk Valley Bank is an Equal Opportunity
Employer. SVB is committed to the provision of equal opportunity
employment for all qualified persons in all job classifications in
recruitment, selection and promotion without regard to race, color,
religion, gender, gender identity, sexual orientation, parental
status, national origin, age, disability, military status, veteran
status or any other protected status. Submission of this
information is voluntary and is not considered in employment
decisions. This information will be kept separate from the
employment files and is considered confidential. Sauk Valley Bank
offers medical, short term disability, long term disability, life,
vision, dental and 401K benefits to all full time positions. PTO
will vary depending on the level of the position. This position is
not eligible for incentive. Management reserves the right to change
this position description at any time according to business needs.
Salary Range: $55,000 to $75,000 annually depending on experience
September 18, 2025
Keywords: Sauk Valley Bank, Dubuque , Treasury Management Sales Officer, Accounting, Auditing , Janesville, Iowa