The Treasury Sales Manager provides strategic leadership for the Treasury Management external sales team, including coaching and developing Treasury Management Officers and driving overall sales performance. The position also provides leadership and direction to the Treasury Sales Support (TSS) positions within their assigned market, ensuring effective sales support and alignment with market priorities. The position develops market and segment strategies, coordinates targeted business development campaigns, and identifies opportunities to expand Treasury Management relationships, deposits, and revenue.
Duties and Responsibilities
- Lead, coach, and develop Treasury Management Officers (TMOs) in all aspects of sales performance, relationship development, product knowledge, business development, and achievement of individual and market goals.
- Lead and provide direction to Treasury Sales Support (TSS) positions within the assigned market, ensuring effective sales support, strong partnership with TMOs, and alignment with market priorities.
- Develop and execute sales goals and strategies to achieve Treasury Management product, revenue, relationship, and deposit-growth objectives.
- Manage sales performance and pipeline activity, including prospecting, referrals, opportunities, campaigns, sales results, and other key performance measures.
- Partner with the Marketing Department to identify business segments and target markets and develop focused campaigns that generate Treasury Management opportunities and support market growth.
- Develop and maintain industry expertise and in-depth knowledge of ICCU Treasury Management products and services, including their application to the needs of business members and targeted industries.
- Provide leadership for Treasury Management Salesforce strategy and utilization, including campaigns, opportunity and sales tracking, reporting, pipeline management, and referral management.
- Support the Treasury Management team with complex member issues and relationship-retention efforts, serving as an escalation point when additional sales leadership or relationship management is needed.
- Build and maintain strong business and executive relationships with prospects, members, centers of influence, community partners, and other key stakeholders.
- Collaborate with Commercial Lending, Private Client, Wealth, branch leadership, and other ICCU departments to identify member needs, generate referrals, deepen relationships, and develop effective Treasury Management solutions.
- Support the Vice President of Treasury Management with strategic department initiatives, market-development efforts, and special projects.
- Review, monitor, and approve applicable departmental expenses within established authority and budget expectations.
- Represent ICCU professionally through community involvement and leadership activities that strengthen business relationships, market presence, and business-development opportunities.
- Consistently meet or exceed Treasury Management sales, deposit growth, revenue, pipeline, and relationship-development goals while maintaining appropriate sales activity and accountability.
- Must demonstrate the ability to build credibility and communicate effectively with executive leadership, business owners, senior-level decision makers, and internal partners.
- Perform additional duties as assigned.
Education and Experience
- Bachelor's degree or equivalent combination of education and relevant experience.
- 5 or more years of sales experience required, including a minimum of two years of leadership or management experience; sales management experience strongly preferred.
- Supervisory or demonstrated team-leadership experience preferred.
- Strong understanding of sales strategy, pipeline management, relationship development, and performance management.
- Strong organizational and decision-making skills with the ability to manage multiple priorities, work effectively under pressure, and maintain accountability for individual and team performance.
- Ability to maintain the confidentiality of Credit Union and member information at all times.
Performance Standard
Maintain a high level of professionalism, sound judgment, accountability, and operational discipline. Demonstrate the ability to lead effectively, collaborate across departments, and balance business growth and member experience with payment integrity, regulatory compliance, information security, and operational risk. Comply with the Bank Secrecy Act, USA PATRIOT Act, applicable payment requirements, Credit Union policies, and all other standards relevant to the position.
Physical Requirements
- Ability to perform tasks requiring manual dexterity, such as processing paperwork, typing, filing, and handling cash.
- Prolonged periods of sitting or standing, as required by job duties.
- Occasionally lift and move items weighing up to 20-40 pounds (e.g., copy paper, cash drawers, marketing materials).
- Frequent repetitive motions involving wrists, hands, and fingers (e.g., typing, data entry).
- Ability to reach and operate keyboards and other standard office equipment.
- Operate basic office machines and technology, including computers, calculators, telephones, and multifunction printers.
Note: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.
This role offers benefits, including:
Competitive Pay
Medical, Dental, & Vision Insurance
Generous Paid Time Off
Paid Holidays
Matching 401K AND Pension
Tuition Reimbursement
Employee Assistance Program
Employee Wellness Program
Paid Group Life and Disability Insurance
Awesome Culture
And More
The above statements reflect the general details considered necessary to describe the essential functions of the job and should not be construed as a detailed description of all the work requirements that may be inherent of the job.
Must be eligible for membership at ICCU to obtain employment.
