Treasury Management Sales Specialist at KEMBA Financial Credit Union

Job DescriptionJob DescriptionTitle: Treasury Management Sales SpecialistReports to: Treasury Management Sales Support ManagerSupervises: NoneStatus: ExemptObjectiveThe Treasury Management Sales Specialist plays a critical role in driving revenue growth by delivering customized cash management solutions to commercial clients. This individual will work closely with relationship managers, branch and virtual branch teams and the treasury management sales support team to identify client needs, present tailored solutions, and ensure seamless implementation of treasury services.Duties and ResponsibilitiesDevelops and executes sales strategies to promote treasury management products and services to new and existing commercial membersPartners with relationship managers, retail and virtual branch associates to identify cross-sell opportunities and deepen client relationshipsConducts comprehensive business needs assessments and delivers strategic, consultative presentations to promote tailored treasury management solutionsPrepares proposals, pricing models, and product demonstrations tailored to business member requirementsStays current on industry trends, regulatory changes, and competitive offerings to maintain a strong advisory positionCollaborates with implementation and support teams to ensure smooth onboarding and client satisfactionMeets or exceeds assigned sales goals, revenue targets, and business member retention metricsMaintains accurate records of sales activities, pipeline development, and member interactions Serves as a subject matter expert on treasury products including ACH, wire transfers, remote deposit capture, fraud prevention tools, and liquidity managementEngages and trains partner sales teams on products/services and identifying/referring Treasury Management opportunities Collaborates with marketing and sales leaders, develop and launch sales and marketing initiativesIdentifies and leads continuous improvement efforts; partnering with internal departments (Operations, Compliance, IT, Risk) to resolve issues and improve processes.Supports strategic initiatives and contributes to product development and enhancement discussionsPerforms all duties in a manner that is fully compliant with applicable industry regulations as well as KEMBA policy and proceduresDevelops an understanding of Credit Union history, philosophy, organization, policies, and operational proceduresOn a self-direct basis, continues to improve individual level of competency through training and certification on established educational programsRelates to others beyond giving and receiving instructions:Communicates with coworkers or peers without exhibiting behavioral extremesPerforms work activities requiring negotiating, instructing, supervising, persuading, or speaking with othersResponds appropriately to feedback from othersPerforms other duties as required by managementRequired QualificationsBachelor's degree in Business, Finance, or related field 3–5 years successful experience in treasury management salesStrong understanding of cash management products including ACH, wires, remote deposit, lockbox, positive pay, and liquidity solutionsExcellent communication, presentation, and interpersonal skillsProven ability to build relationships and influence decision-makersFamiliarity with banking regulations (e.g., NACHA, Reg E, BSA/AML)Proficiency in CRM platforms and Microsoft Office SuiteOther RequirementsRegular travel in market for client meetings, training, or team collaborationPhysical DemandsThe physical demands listed below represent those necessary to perform the essential functions of this role. Reasonable accommodation may be provided to enable individuals with disabilities to perform these functions.The employee is regularly required to sit, use their hands, reach with arms, and communicate verbally and orally. Occasional standing, walking, and lifting of objects up to 25 pounds are required. Vision requirements include close, distance vision, and focus adjustment.#CRPKMB