Sunwest Bank · 4 days ago
Treasury Management Sales Officer
Scottsdale, AZ
Full-time
Onsite
Senior Level
5+ years expSunwest Bank is seeking a Treasury Management Sales Officer to develop and execute sales strategies for their treasury management products. The role involves identifying new business opportunities and managing client relationships to drive revenue growth.
BankingCommercial LendingFinancial ServicesFinTechPayments
Responsibilities
Develop and implement sales strategies to achieve revenue targets for treasury management products and services
Identify and pursue new business opportunities through prospecting, networking, and relationship building
Manage existing client relationships to ensure customer satisfaction and retention
Collaborate with internal teams to ensure timely and accurate delivery of treasury management products and services
Provide regular reporting and analysis of sales performance and market trends
Stay up-to-date with industry trends and best practices to inform sales strategies and tactics
Managing a team of Treasury Manager Sales Officers across the Sunwest Bank footprint, responsible for selling treasury management products and services
Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management
Demonstrates high level of quality work, attendance and appearance
Adheres to all Company Policies & Procedures and Safety Regulations
Adheres to local, state and federal laws
Understands and complies with all company rules and regulations
Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA
Additional duties as assigned as it relates to the position
Qualification
Required
Bachelor's degree in business, finance, or a related field
5+ years of experience in sales, preferably in treasury management or financial services
Proven track record of achieving sales targets and driving revenue growth
Excellent communication, negotiation, and relationship-building skills
Strong analytical and problem-solving skills
Ability to work independently and as part of a team in a fast-paced, dynamic environment
Proficiency in Microsoft Office and CRM software
Company
Sunwest Bank
Built For Entrepreneurs By Entrepreneurs. Banking as a Service, Business Banking, Commercial and Specialty Lending, SelfcareHSA
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Raymond Rindone
Chief Financial Officer
Jason Watson
SVP Utah Regional President - South
Recent News
2025-12-04
2025-10-02
2025-09-30
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