WesBanco · 13 hours ago
Treasury Management Sales Specialist - Treasury Management
Franklin, TN
Full-time
Hybrid
Entry Level
2+ years expWesBanco is a financial institution seeking a Treasury Management Sales Specialist. The role involves assisting in the sale and support of Treasury Management products, providing operational support, and helping to develop new sales opportunities.
BankingFinanceFinancial Services
Responsibilities
Practices the standards of the Mission, Vision and Pledge
Understands the various types of Treasury Management products and services offered by the Bank
Assists in completing and documenting Periodic Risk Reviews
Assists In Opening New Accounts
Contacts customers to obtain documents required during the account opening process
Follows up with the operations team to ensure new accounts are opened in a timely fashion
Assists in the onboarding and collaboration hub workflows
Assists in developing request for proposal (RFP) responses
Assists in the design and proper installation of Treasury Management products
Meets periodically with existing customers to ensure proper servicing of accounts and to expand existing business relationships
Assists in the extended account analysis (XAA) set up process
In conjunction with Treasury Management Support and Onboarding: Assists in training and developing all commercial officers and banking center managers on Treasury Management products and pricing, as needed
Resolves complex customer issues and communicates with clients and/or the appropriate banking professionals
Qualification
Required
Knowledge of Banking payment systems, depository products, and operational delivery within a financial institution required
Travel may also be required to attend various training sessions
Occasional driving may be required to attend in person meetings with the Regional Manager and/or Treasury Management Officers
CLIENT FOCUS: Is dedicated to meeting the expectations and requirements of internal and external customers. Communicates with the client to establish and maintain effective relationships
PROBLEM SOLVING: Uses rigorous logic and methods to solve difficult problems and probes all sources for answers. Can see hidden problems and is excellent at honest analysis. Looks beyond the obvious and doesn't stop at the first answers
Interpersonal Skills: Relates well to all kinds of people and builds constructive and effective relationships using diplomacy and tact. Can diffuse high-tension situations comfortably
TIME MANAGEMENT: Uses time effectively and efficiently. Values time and concentrates efforts on critical areas and high priority tasks. Puts trivial issues aside
Technical Skills: Must display demonstrated knowledge of Microsoft Word, Excel, Outlook and PowerPoint
Working knowledge of Microsoft SharePoint
Must be comfortable working with a variety of workflow management systems
Must be comfortable working with online systems and connecting remotely with customers via Webex or similar software
Ability to perform normal office and computer functions
Preferred
4-year degree in business or other related field preferred; or 2-4 years of equivalent banking experience
Experience in the sale and/or support of Treasury Management products and services preferred
Company
WesBanco
With over 150 years as a community-focused, regional financial services partner, WesBanco Inc.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$260MKey Investors
PNC Bank
2025-09-10Post Ipo Equity· $230M
2022-10-03Post Ipo Debt· $30M
2015-11-02Acquired
Leadership Team
Jeff Jackson
Chief Executive Officer
Adam Thomas
Executive Vice President Tennessee Regional President
Recent News
2026-01-07
2025-10-29
Company data provided by crunchbase