Coastal · 14 hours ago
Treasury Management Sales Officer
Everett, WA
Full-time
Hybrid
Mid, Senior Level
$98K/yr - $123K/yr
3+ years expCoastal is at the forefront of modern banking, offering Banking-as-a-Service and fintech enablement strategies. The Treasury Management Sales Officer serves as a strategic sales leader, providing mentorship and driving sales effectiveness within the Treasury Management Department while collaborating with Retail and Commercial leadership.
Financial Services
Responsibilities
Lead by example by consistently meeting or exceeding individual treasury management and credit card processing sales and fee income goals
Partner with the Treasury Management Director to develop, execute, and refine sales strategies, goals, and performance metrics
Serve as a trusted advisor to Commercial Lenders, Relationship Managers, and Retail Managers on complex treasury management opportunities
Support the design, implementation, and optimization of treasury management services for key clients
Promote cross-sell opportunities and collaboration across departments
Identify market trends, competitive intelligence, and product gaps to inform strategy and product development
Provide coaching, mentoring, and guidance to Treasury Management Relationship Specialists and other team members
Participate in onboarding and training of new treasury management sales staff
Lead team meetings to share best practices, sales techniques, and product expertise to elevate overall team performance
Assist leadership with performance feedback, skill development, and succession planning
Manage and grow a portfolio of complex, high-value treasury management relationships
Lead advanced sales presentations, relationship reviews, and solution design for larger or more sophisticated clients
Act as a visible ambassador for Coastal within the business community through networking, events, and industry involvement
Coordinate client onboarding and implementation activities to ensure timely and accurate delivery of Treasury Management services
Collaborate with operations, product, and sales teams to resolve client or process issues
Ensure departmental activities adhere to bank policies, procedures, and regulatory requirements
Assist with internal audits and compliance reviews as needed
Stay current with applicable laws, regulations, and best practices for Treasury Management products
Support risk mitigation initiatives in collaboration with Compliance, Fraud, and Risk Management teams
Qualification
Required
Minimum 3 years of experience in Treasury Management, treasury services, business development or commercial banking
Demonstrated ability to support business growth and process improvement initiatives
Solid understanding of Treasury Management products (ACH, Wires, RDC, Positive Pay, Lockbox, Credit Card Processing, etc.)
Strong communication, relationship management, and organizational skills
Proven ability to collaborate across departments and manage multiple priorities
High proficiency in banking systems, Treasury Management platforms, and Microsoft Office Suite
Demonstrated ability to lead, coach, and influence others without direct authority when necessary
Preferred
At least 2 years of experience in a leadership capacity preferred
CTP accreditation preferred but not required
Benefits
Medical Coverage: Choose from three competitive medical plans to find the coverage that best fits your needs and lifestyle.
Health Savings Account (HSA): Available with eligible medical plans, offering tax advantages and employer contributions.
Flexible Spending Accounts (FSA): Options for healthcare and dependent care expenses to help you save on out-of-pocket costs.
Dental and Vision Insurance: Plans to keep you and your family smiling and seeing clearly.
Life Insurance: Company-paid basic life insurance with options to purchase additional coverage for yourself and your dependents.
Long-Term (LTD)/Short-Term Disability (STD): Income protection in the event of a long-term illness or injury.
Supplemental Benefits: Including Hospital Indemnity, Accident Insurance, and Critical Illness coverage to provide extra financial support when you need it most.
401(k) Retirement Plan: A competitive retirement savings plan with company matching to help you plan for the future.
Paid Time Off: Generous vacation and sick leave policies to support your time away from work.
Holidays: Enjoy 11 paid holidays throughout the year.
Company
Coastal
At Coastal, we are redefining the banking experience through innovative embedded finance solutions tailored for the modern marketplace.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Danica Hudson
SVP, Head of Enterprise Partnerships & Payments
Erika Heer
Executive Vice President, Chief Human Resources Officer
Recent News
Bank Think
2025-09-29
2025-09-22
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