Treasury Sales Officer

Role Description Summary

Treasury Sales Officer

Treasury Product Team

VA/OH/NY

Role Description

Summary:

As a Treasury Management Sales Officer, you will be responsible for selling and supporting treasury management products and services to both prospective and existing commercial clients. The role focuses on generating new business and expanding revenue within an established portfolio, with accountability for achieving organic deposit growth and fee income objectives. You will partner closely with Business Development Officers across all lines of business to align treasury services with client needs and deliver a consultative, relationship‑driven experience that reflects NCB’s cooperative values and supports NCB’s long-term strategic plan.

Role Responsibilities:

• Drive new treasury management sales by partnering with Business Development Officers to acquire new clients and expand existing relationships.
• Identify, pursue, and close treasury management opportunities that support deposit growth and fee income objectives.
• Support the evolution of NCB’s sales culture by driving cross‑sell initiatives that grow and deepen treasury management relationships across all lines of business.
• Build and maintain strong client relationships through a consultative sales approach aligned with NCB’s cooperative, mission‑driven values.
• Lead treasury management sales discussions by evaluating client cash flow, operating practices, and account activity to position appropriate NCB products and services.
• Develop and deliver effective sales presentations and proposals to support client acquisition and relationship expansion.
• Coordinate client onboarding and partner with internal teams to ensure timely implementation, client satisfaction, and long‑term relationship success.
• Maintain strong working knowledge of NCB’s treasury management products, services, and pricing, and educate Business Development Officers on the effective use and positioning of offerings.
• Stay current on industry trends and competitor offerings impacting treasury management services, and provide market insights to Treasury Management leadership to support sales strategy and product positioning.
• Travel frequently (at least 50% of the time) to support business development activities, client engagements, industry events, and internal collaboration.

Minimum Qualifications:

• 5+ years of treasury management sales experience
• 5+ years of financial services experience
• Demonstrated success achieving deposit growth and fee income objectives
• Demonstrated ability to manage responsibilities independently and proactively identify, pursue, and advance sales opportunities
• Experience working alongside business development or commercial banking partners to establish, strengthen, and grow effective working relationships
• Hands‑on experience with cash management services, payments, liquidity, and fraud‑mitigation solutions
• Strong sales, influencing, and consultative skills, with the ability to adapt approach to diverse client needs and communication styles
• Ability to manage multiple sales opportunities simultaneously and maintain an active, well‑organized pipeline
• Excellent written and verbal communication skills
• Ability to travel

Education:

Bachelor’s degree required

Licenses/Certifications:

Certified Treasury Professional (CTP) designation a plus

Work Environment:

Hybrid – Employees will work from both remote and onsite locations. Employees must live within a reasonable commuting distance of the office and are required to be onsite at least two (2) days per week, specifically on Tuesdays and Wednesdays. Certain positions or business needs may require additional in-office days.

AA/EOE

Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.