The Treasury Management Sales Associate (Associate) is a key driver of commercial client growth through tailored treasury solutions. This role partners with Treasury Management Sales Officers (TMSOs), Commercial Bankers, and internal stakeholders to deliver strategic sales support, lead client discovery, and ensure seamless onboarding and implementation. The Associate influences pricing strategies, identifies revenue opportunities, and accelerates portfolio expansion while maintaining operational excellence and compliance across multiple lines of business.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
• Drive annual Treasury Management (TM) revenue growth through proactive portfolio review and strategic sales enablement, leveraging KPI reporting, pricing and usage analytics, and client insights to identify expansion opportunities and advance cross-sell and solution optimization
conversations with existing clients.
• Partner closely with TSOs to support achievement of sales goals and key performance benchmarks through coordinated planning and execution.
• Support the development of client proposals and effective discovery strategies by analyzing available client information, market intelligence, and portfolio data.
• Lead client discovery conversations, independently or in partnership with TSOs, to uncover needs, deepen relationships, and recommend appropriate treasury solutions.
• Actively manage the assigned portfolio by reviewing pricing expiration, revenue, and utilization reports to identify renewal, repricing, and revenue expansion opportunities while proactively mitigating risk.
• Conduct comprehensive portfolio reviews by leveraging internal tools, analytics, and subject matter expertise; develop data-driven recommendations and collaborate with TSOs, Relationship Managers, and LOB partners to execute client strategies.
• Communicate portfolio trends, risks, and opportunities through regular engagement with relationship teams and leadership, including recommendations for pricing actions and navigation of required approval processes.
• Manage and advance pipeline opportunities in nCino, ensuring timely and accurate updates, visibility to stakeholders, alignment with sales objectives, and coordination across LOB partners, TM implementations, and leadership to support efficient execution and transparency.
• Champion the client experience by serving as the primary liaison between clients, internal operations teams, and third-party vendors throughout onboarding and implementation.
• Facilitate seamless transitions by initiating and managing required documentation workflows and coordinating closely with Treasury Management implementation teams.
• Monitor implementation milestones and deadlines, proactively resolve issues, and provide clear, timely visibility to Line of Business partners on progress and outcomes.
• Drive revenue realization by reviewing Treasury Management client transitions to new services, monitoring service utilization, deposit growth, and pricing accuracy, and strengthening scorecard integrity and performance metrics for both TSOs and bankers.
• Ensure all bookings adhere to established guidelines, documentation standards, and pricing accuracy protocols to support compliant, sustainable revenue recognition.
• Maintain proficiency in key systems and tools, including IBS, Q2, nCino, and SAILS, to support accurate documentation, reporting, and visibility across sales performance and client outcomes
• Engage in advanced product training and industry seminars to stay ahead of treasury trends.
• Build and nurture internal networks to influence business processes and drive innovation.
• Actively contribute to strategic initiatives and cross-functional projects to promote and shape the bank’s treasury roadmap.
• Act as a resource for peers by sharing best practices and insights gained through training and client engagements.
• Adheres to Seacoast Bank’s code of conduct.
• Minimum of 3 years' experience in Treasury Sales Management
• Strong drive/ambition to develop skills further and thus be able to advance to next level roles in TM sales or TM Ops
• Highly proficient in Microsoft Office (PowerPoint, Excel and Word) and superior analytical and quantitative skills.
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.
Skills Required
- Minimum of 3 years' experience in Treasury Sales Management
- Proficiency with IBS
- Proficiency with Q2
- Proficiency with nCino
- Proficiency with SAILS
- Highly proficient in Microsoft Office (PowerPoint, Excel, Word) and superior analytical and quantitative skills
- Adherence to AML/BSA requirements and Seacoast Bank's Code of Conduct
- Bachelor's Degree
- Strong drive/ambition to develop skills further and advance to next level roles
Seacoast Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Seacoast Bank and has not been reviewed or approved by Seacoast Bank.
-
Leave & Time Off Breadth — Paid holidays, vacation/PTO, and sick leave are part of the package, with bank holidays providing additional time off beyond standard PTO.
-
Retirement Support — A 401(k) with company match and profit sharing are offered, alongside an active employee stock purchase plan that broadens long‑term wealth‑building options.
-
Wellbeing & Lifestyle Benefits — Medical, dental, vision, wellness program, EAP, flexible spending accounts, tuition reimbursement, and banking‑service perks (e.g., free accounts and safe‑deposit box) round out total compensation beyond base pay.
Seacoast Bank Insights
What We Do
Since 1926, Seacoast Bank has succeeded through a clear vision, planned strategic growth and talented, professional employees. Seacoast provides integrated financial services including commercial and consumer banking, wealth management and mortgage services to customers at 85 full-service branches across Florida, and through advanced mobile and online banking solutions. Seacoast Bank is the wholly owned subsidiary bank of Seacoast Banking Corporation of Florida (NASDAQ: SBCF), one of the largest community banks headquartered in Florida and is Member FDIC/Equal Housing Lending. As of 2023, Seacoast Bank has just under 1,600 associates, $15 billion in assets and $12 billion in deposits. Our Vision: To be the trusted advisor of choice to the customers, businesses, and communities we serve. Our Four Promises: We believe that our greatest assets will always be our people — local bankers who are knowledgeable about the communities we serve and dedicated to an exceptional customer experience. For nearly a century, Seacoast Bank’s commitment to customers has remained the same and is summarized by its Four Promises. We promise to: 1. Get you comfortable with the right products and the right team to serve you 2. Make your day-to-day banking simple 3. Resolve out-of-the-ordinary items responsively 4. Invest in you and your community Please note: This page is intended to be an informational place for our customers and employees to connect and interact. To ensure that visiting our LinkedIn page is a great experience for everyone, we have a several guidelines that we ask you to follow. The Seacoast Bank Social Media Terms Of Use can be viewed at https://www.seacoastbank.com/agreements-and-disclosures/social-terms.
.png)
