Treasury Management Sales Support Manager

Treasury Management Sales Support Manager

Reports to: Vice President of Commercial Services

Supervises: Treasury Management Sales Specialists

Status: Exempt

Objective

The Treasury Management Sales & Support Manager is a critical leadership role responsible for leading a team that supports the sales, onboarding and servicing of treasury management products for commercial clients. This role ensures operational efficiency, client satisfaction, and strategic alignment between sales goals and service delivery. The manager acts as a key liaison between relationship managers, treasury sales specialists, operations, and clients to ensure seamless execution of treasury solutions.

Duties and Responsibilities

Works with partners, including accounting, operations, compliance, lending and sales teams to stand up Treasury Management for the Credit Union

Develops, implements, and maintains comprehensive policies and procedures for Treasury Management onboarding, servicing, and support functions

Upon program buildout, leads and manages a team of Treasury Specialists focused on onboarding, servicing, and supporting commercial clients; Monitor team performance, set goals, and provide coaching and development opportunities

Oversees the tracking, management, and reporting of Treasury Management referrals from internal partners; ensure timely follow-up, accurate documentation, and conversion tracking to support sales effectiveness and pipeline visibility

Serves as a subject matter expert on treasury products including ACH, wire transfers, remote deposit capture, fraud prevention tools, and liquidity management

Trains new hires and partner sales teams on products/services and identifying/referring Treasury Management opportunities

Pilots and rolls out the program, including sales and marketing initiatives partnering with marketing and sales leaders

Oversees and collaborates with Treasury Management Sales Specialists to develop customized solutions and proposals for clients

Oversees vendor relationships within Treasury Management (TruTreasury), ensuring compliance with service-level agreements, evaluating performance metrics, and coordinating issue resolution to maintain operational efficiency and risk control

Assists in the development and management of the Treasury Management program budget, including forecasting, tracking expenditures, and identifying cost-saving opportunities to support strategic financial planning

Oversees the implementation and servicing of treasury products including ACH, wires, remote deposit capture, fraud prevention tools, and online banking platforms

Team to serve as the main point of contact for clients during the onboarding process for treasury management services

Team to provide post-sale support and ongoing consultation to optimize client satisfaction and product utilization

Ensures timely and accurate onboarding and servicing of clients, maintaining high levels of client satisfaction

Identifies and leads continuous improvement efforts; Partner with internal departments (Operations, Compliance, IT, Risk) to resolve issues and improve processes

Maintains a deep understanding of treasury products, industry trends, and regulatory requirements

Develops and maintains documentation, training materials, and process workflows to support team efficiency

Analyzes service metrics and client feedback to identify areas for improvement

Supports educating clients on product functionality, usage, and best practices through virtual or in-person training sessions

Supports strategic initiatives and contribute to product development and enhancement discussions

Ensures all sales