Teams at Dacotah Bank

Supports treasury management sales through prospect research, pricing scenarios, client meetings, proposals, relationship reviews, portfolio growth, and inside sales. Assists with onboarding and implementation of treasury products, demonstrates online banking tools, validates billing, resolves service issues, tracks opportunities in Salesforce, and maintains accurate documentation while complying with banking policies and managing portfolio risk.

Drives business credit card and treasury payment revenue through prospecting, client relationship management, solution selling, cross-selling, referrals, and market development. The role manages sales pipelines, presents payment solutions, meets revenue and usage targets, collaborates with internal teams, supports implementations, analyzes competitor activity, and reports sales performance. It requires strong knowledge of treasury services, business banking, and payment products, along with excellent negotiation, communication, and customer service skills.

Develops and sells Treasury Management products and services to new and existing commercial clients. Responsibilities include prospecting, client consultations, pricing and proposal development, product demonstrations, portfolio growth, onboarding, Salesforce opportunity tracking, relationship reviews, and risk management. The role partners with Relationship Managers and treasury teams to identify cross-sell opportunities, resolve client concerns, support implementations, and ensure compliance with bank policies.