We're committed to bringing passion and customer focus to the business.
Position Summary
The Treasury Management Officer is responsible for driving treasury management revenue growth through the acquisition of new commercial relationships and the expansion of treasury services within existing client portfolios. This role serves as a consultative sales partner to Commercial Banking teams by delivering treasury solutions that improve clients' cash flow management, operational efficiency, fraud mitigation, and payment processes.
The Treasury Management Sales Officer develops deep client relationships, identifies opportunities, designs customized treasury solutions, and manages the sales process from discovery through implementation. Success is measured through fee income growth, deposit generation, client acquisition, treasury product penetration, and portfolio retention.
Essential Duties and Responsibilities
- Solicit, establish, and maintain commercial treasury management banking relationships for the bank with a focus on treasury management products and core deposit growth.
- Develop and execute a strategic calling plan to generate new treasury management revenue opportunities within existing and prospective commercial relationships.
- Collaborate closely with Commercial Banking relationship managers on joint sales calls and business development activities.
- Provide training and continuing education to banking partners as needed.
- Build and maintain a robust pipeline of treasury management opportunities to achieve annual sales and revenue goals.
- Conduct client needs assessments to identify cash management, payments, receivables, liquidity, and fraud prevention opportunities.
- Prepare and deliver professional sales presentations, proposals, and treasury solution recommendations.
- Negotiate pricing and service agreements within established bank guidelines.
- Maintain a strong understanding of industry trends, payment technologies, and treasury best practices.
- Strengthen client relationships through regular account reviews and treasury strategy discussions.
- Facilitate a seamless transition from sales to implementation and onboarding.
- Achieve established goals for Treasury fee income, Deposit growth, and Product sales
- Maintain accurate activity, pipeline, and sales documentation.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Skills
- Strong understanding of:
- Treasury Management products and services
- Commercial banking operations
- Cash flow analysis
- Payments systems and processing
- Fraud prevention solutions
- Deposit and liquidity management
- Demonstrated ability to identify client needs and develop customized treasury solutions.
- Strong sales, negotiation, and presentation skills.
- Excellent verbal and written communication abilities.
- Ability to build trust and credibility with commercial bankers, executives, business owners, and financial decision-makers.
- Strong analytical and problem-solving skills.
- Ability to manage multiple priorities and deadlines in a fast-paced environment.
- Strong Microsoft Office proficiency including Excel, PowerPoint, Word, and Teams.
Education and/or Experience
- BS/BA degree in Business or Finance preferred
- Minimum of 3-7 years of applicable experience
- Proven success in consultative sales and business development.
Certificates, Licenses, Registrations
- CTP or other industry designation is preferred, not required
Other Qualifications (including physical requirements)
- Self-starter and highly motivated
- Excellent written and oral communication skills
Other
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Activities, duties and responsibilities may change at any time with or without notice.
Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.
Skills Required
- Minimum of 3-7 years of applicable experience
- Proven success in consultative sales and business development
- Strong understanding of treasury management products and services
- Strong understanding of commercial banking operations
- Strong understanding of cash flow analysis
- Strong understanding of payment systems and processing
- Strong understanding of fraud prevention solutions
- Strong understanding of deposit and liquidity management
- Ability to identify client needs and develop customized treasury solutions
- Strong sales, negotiation, and presentation skills
- Excellent verbal and written communication skills
- Strong analytical and problem-solving skills
- Ability to manage multiple priorities and deadlines
- Strong Microsoft Office proficiency, including Excel, PowerPoint, Word, and Teams
- Bachelor’s degree in Business or Finance
- CTP or other industry designation
Simmons Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Simmons Bank and has not been reviewed or approved by Simmons Bank.
-
Healthcare Strength — Medical, dental and vision coverage are paired with an HSA that includes company funding. Dedicated care options and access to no‑cost services for covered members strengthen day‑to‑day healthcare support.
-
Retirement Support — A 401(k) with employer match is complemented by an employee stock purchase plan and profit‑sharing eligibility. Occasional discretionary company contributions further boost long‑term savings potential.
-
Leave & Time Off Breadth — A combined PTO bank and up to ten paid company holidays provide structured time away. Paid leave programs support coverage for key life events.
Simmons Bank Insights
What We Do
We were founded as a community bank. More than 100 years later, we still act like one. For over a century, we’ve worked hard to help make our customers’ dreams come true – dreams like buying a home, starting a business or simply having the ability to manage your money safely and securely, anywhere you happen to be. Simmons Bank has 200 locations and employs 2,800 associates across our six-state footprint
