Team Lead, Treasury Management Sales

Posted 10 Hours Ago
Be an Early Applicant
2 Locations
132K-157K Annually
1-3 Years Experience
Fintech • Financial Services
The Role
The Team Lead for Treasury Management Sales is responsible for new business development, client management of a portfolio, and leading a treasury team. They develop strategies for targeted industries, manage departmental workflow, guide team members, and oversee client relationships while achieving revenue and profit goals.
Summary Generated by Built In

About Working at Commerce 

Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.

Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.

Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk. 



Compensation Range

Annual Salary: $131,500.00 - $157,000.00 (Amount based on relevant experience, skills, and competencies.)

About This Job

This role is the team leader for the treasury team and also serve as a Treasury Management Officer (TMO) for a portfolio of their own, including business development activity.

Essential Functions

  • Responsible for new business development and oversees client management of an existing portfolio of Treasury clients

  • Works alongside a Treasury Account Manager to oversee a client portfolio, which include completion of annual relationship reviews for top customers

  • Develop new business within targeted industries and with targeted prospects

  • Manage goals by meeting revenue and profit budget

  • Maintain senior level contact with top and high priority customers

  • Develop territory plans, account strategies, and coordinate calling activity and call plans with assigned relationship managers

  • Oversee department workflow and effectively communicate decisions, priorities and relevant information to team members

  • Provide guidance to employees on departmental projects/issues, coach and develop training plans, lead development conversations and answer day-to-day questions for team members

  • Perform other duties as assigned

Knowledge, Skills & Abilities Required

  • Strong knowledge of the Treasury Management and cash management products field including knowledge of best practices

  • Strong knowledge of the sales and financial services field

  • Strong strategic selling and account management skills

  • Strong knowledge of value propositions related to treasury management applications within the corporate treasury function

  • Ability to develop and coach team members with proven ability to achieve results through collaboration and teamwork

  • Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements

  • Self-starter with strong decision-making skills and the ability to effectively communicate and interact with all levels of the company, clearly expressing ideas and concepts, both verbally and in writing

  • Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values

  • Advance level proficiency with Microsoft Word, Excel, Teams and Outlook 

Education & Experience

  • Bachelor’s degree in business administration or equivalent combination of education and experience required

  • 7+ years Treasury experience required

  • 1+ years leadership experience required

  • CTP certification preferred

For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you’ll be asked to authorize our review of that record.

***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Team Leader, Treasury Management Sales job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $131,500 to $157,000 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.

The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.

Location: 1000 Walnut, Kansas City, Missouri 64106

Time Type:

Full time

The Company
HQ: Kansas City, MO
3,965 Employees
On-site Workplace

What We Do

At Commerce Bank, we know life’s best moments can come with some financial complexity. Our job is to help people and businesses navigate challenges so they can get back to focusing on what matters most. We do this by getting to know our customers and communities and accepting their goals as our own to deliver the right financial solutions and guidance. It’s what we’ve done for more than 150 years.

We’re a regional bank headquartered in Kansas City and St. Louis, delivering a full line of financial services including business and personal banking, checking, savings, loans (including mortgages and student loans), credit and debit cards, plus investment services and wealth management.

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