Demo

Treasury Management Sales Advisor (1 year exp)

Sullivan Bank
Sunrise Beach, MO Full Time
POSTED ON 9/25/2026
AVAILABLE BEFORE 1/22/2027

Position Summary:

The Treasury Management Sales Advisor is responsible for developing, managing and growing relationships with commercial clients by delivering customized cash management and payment solutions. This role will focus on generating new business, deepening existing relationships, and collaborating with internal partners to expand the bank’s treasury management portfolio and non-interest income. The role will also contribute to community involvement and creating an external referral base through networking. There will be frequent travel to and from our Pleasant Hope, Springfield, and Jeff City branches.

Key Responsibilities:

· Identify and pursue new business opportunities with commercial clients and prospects to drive deposit growth and fee income

· Partner with commercial lenders and relationship managers to provide Treasury Management solutions that enhance client retention and satisfaction

· Conduct comprehensive needs assessments to design tailored cash management strategies including payables, receivables, fraud prevention, and liquidity solutions

· Present and demonstrate treasury products and services to clients and prospects, ensuring alignment with their operational and strategic goals

· Maintain up-to-date knowledge of treasury products, industry trends, regulatory requirements, and competitive positioning

· Prepare and deliver proposals, pricing, and profitability analyses to support new and existing client relationships

· Meet or exceed assigned sales goals and performance metrics

· Provide ongoing training and support to internal staff and partners regarding Treasury Management capabilities

· Cross sell bank products and refer clients to bank partners

Qualifications/Experience:

· 1 year of Treasury Management sales experience

· 1-5 years of sales and customer relationship building experience

· Proven track record of achieving sales goals and growing commercial relationships

Knowledge/Skills:

· Strong understanding of cash management products, payment systems, and banking regulations

· Excellent communication, presentation, and relationship-building skills

· Strategic thinker with consultative sales approach

· Proficiency in CRM systems, Microsoft Office Suite, and digital banking platforms

Job Type: Full-time

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Mileage reimbursement
  • Paid parental leave
  • Paid time off
  • Vision insurance

Application Question(s):

  • Do you have at least 1 year in Treasury experience?
  • Do you have any banking experience?
  • As this role requires 75% travel, will you be able to reliably commute to other branches?

Work Location: In person

Salary.com Estimation for Treasury Management Sales Advisor (1 year exp) in Sunrise Beach, MO
$53,986 to $66,199
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Treasury Management Sales Advisor (1 year exp)?

Sign up to receive alerts about other jobs on the Treasury Management Sales Advisor (1 year exp) career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$63,382 - $90,792
Income Estimation: 
$80,083 - $123,269
Income Estimation: 
$122,633 - $166,569
Income Estimation: 
$66,430 - $110,036
Income Estimation: 
$129,120 - $252,029
Income Estimation: 
$61,648 - $74,680
Income Estimation: 
$72,617 - $91,880
Employees: Get a Salary Increase
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Sullivan Bank

  • Sullivan Bank Springfield, MO
  • Company Description Sullivan Bank, formerly Bank of Sullivan, is a locally-owned financial institution founded in 1895 in Missouri. The bank operates by th... more
  • 10 Days Ago


Not the job you're looking for? Here are some other Treasury Management Sales Advisor (1 year exp) jobs in the Sunrise Beach, MO area that may be a better fit.

  • Huntington National Bank Springfield, MO
  • Description Summary: The Treasury Management Specialist is responsible for the identification and execution of cross-sales across an existing Business Bank... more
  • 11 Days Ago

  • Huntington Bank Springfield, MO
  • Description Summary: The Treasury Management Advisor II acquires and develops new profitable and quality treasury management relationships. Also, retains a... more
  • 2 Days Ago

AI Assistant is available now!

Feel free to start your new journey!