TREASURY MNGT SALES REP

Pinnacle Bank

$80K — $115K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of banking and sales experience preferred.
  • Knowledge of treasury management products and compliance.
  • Ability to travel as required.
  • Proficiency in Fiserv, Word, Excel, and cash management software.
  • Strong communication skills and ability to coordinate activities with diverse stakeholders.

Responsibilities

  • Promote and sell treasury management products to new and existing customers.
  • Demonstrate products and assist customers in selecting suitable services.
  • Collaborate with lending staff on joint customer calls.
  • Conduct outreach to identify new prospective customers.
  • Supply management with reports on client needs and competitive activities.
  • Stay updated on market trends and product applications.
  • Participate in trade shows and conventions for business development.

Benefits

  • 8 paid holidays each year.
  • 17 PTO days annually for first five years of service after a 90-day introductory period.
  • 16 hours of paid sick time upon hire.
  • Comprehensive health, dental, vision, and life insurance options.
  • 401K with employer contributions and profit sharing after 3 months.
Full Job Description
TREASURY MNGT SALES REP

Application Deadline: 31 December 2026

Department: 1326-Grand Junction

Employment Type: Full Time

Location: Grand Junction, Colorado

Compensation: $80,000 - $115,000 / year

Description

GENERAL SUMMARY:

Responsible for the sales, profitability, growth and penetration of bank products and services within a designated territory.

COMPENSATION: $80,000-$115,000
APPLY ONLINE: https://www.bankofcolorado.com/careers

RESPONSIBILITIES AND DUTIES:
  1. Promotes and sells treasury management products to existing and prospective customers.
  2. Demonstrates products and services to existing/prospective customers and assists them in selecting those best suited to their needs.
  3. Makes joint calls with lending staff.
  4. Makes in person and telephone calls to existing and prospective customers.
  5. Research sources for developing prospective customers.
  6. Supplies cash management officer with oral and written reports on customer needs, problems, interests, competitive activities, and potential for new products and services.
  7. Keeps abreast of product applications, market conditions, competitive activities, advertising and promotional trends.
  8. Participates in trade shows and conventions.
  9. Installation and training of treasury management equipment and access.
  10. Provide sales support to third party provides including merchant service, payroll services, insurance sales.
  11. Perform other duties as assigned by management.
  12. Regular and reliable attendance.


KNOWLEDGE, SKILLS, AND ABILITIES:
  • Knowledge of treasury management products, sales, and compliance.
  • Knowledge of management practices and principles.
  • Knowledge of Fiserv system, Word, Excel, and cash management software.
  • Skill in communicating and coordinating activities with management, customers, coworkers, and vendors. Communication must be timely and strong.
  • Ability to develop a strong sales and service-based culture.
  • Ability to research and develop new products and techniques.
  • Ability to travel.


EDUCATION AND EXPERIENCE:
  • High School diploma or equivalent work experience, college degree preferred.
  • Five or more years of sales and banking experience preferred.


BENEFITS:
  • Benefits for employees working at least 35 hours per week include 8 paid holidays; 17 PTO days each year for the first five years of employment (employees must complete 90-day introductory period prior to accruing PTO); 16 hours of paid sick time upon hire date; health, dental, prescription drug card, vision, and voluntary life insurance plans; health savings account with employer contributions; flexible medical and dependent care spending plans; 401K plan after 3 months and start of next quarter with employer contributions and profit sharing; $50,000 group term life insurance; long term disability insurance and employee assistance program. If working less than 35 hours per week, above benefits are modified.

PHYSICAL REQUIREMENTS:

NOTE: The statements herein are intended to describe the general nature and level, or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of personnel so classified.

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