Drive treasury revenue growth through portfolio reviews, client discovery, pricing and solution design. Partner with TSOs, bankers, and LOB teams to identify expansion opportunities, manage onboarding/implementation, maintain compliance, and track pipeline and performance using bank systems.
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.
• Coordinate and actively participate in Line of Business (LOB) partner meetings to align on key client strategies, cross-functional opportunities, and the new client onboarding experience.
• Develop and present comprehensive client analyses, solution designs, financial models, and pricing recommendations that align treasury solutions with client objectives, risk considerations, and overall relationship value.
• 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
• 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
• Adhere to AML/BSA requirements, audit procedures, and Seacoast Bank’s Code of Conduct.
• 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.
• 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.
EDUCATION and/or EXPERIENCE:
• Bachelor's Degree preferred
• 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.
• 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.
#LI - TR1
Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThis 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.
Similar Jobs
Artificial Intelligence • Consumer Web • Edtech • Enterprise Web • HR Tech • Social Impact • Generative AI
Lead strategy, roadmap, and execution for Coursera's authoring and content production tools. Define product requirements, collaborate cross-functionally (Engineering, Design, Data Science, Research, Content, Marketing, Support), monitor production/ingestion metrics, and drive AI-enabled authoring innovations to scale high-quality, career-aligned content.
Top Skills:
Adaptive LearningAi/MlAutomated Quality AssuranceContent Authoring ToolsData AnalyticsGenerative AiHypothesis TestingMultimodal Media ProcessingPersonalizationTranslation Technology
Big Data • Food • Hardware • Machine Learning • Retail • Automation • Manufacturing
Lead strategy, engineering, and lifecycle management for enterprise directory and machine identity platforms. Own Active Directory, Entra ID, PKI/CLM (e.g., Venafi), HSMs, hybrid identity integrations, automation/IaC, resilience, and governance while driving platform roadmaps, modernizations, and cross-functional IAM collaboration.
Top Skills:
Active DirectoryAPIsAzureCertificate Lifecycle ManagementDevsecopsDnsEntra IdGroup PolicyHsmIdentity FederationIdentity SynchronizationInfrastructure As Code (Iac)Microsoft Entra IdPkiSaaSScriptingVenafi
Biotech
Drive new client acquisition and revenue through high-volume lead outreach, sales strategy, CRM pipeline management, client pitches, stakeholder engagement, pricing analysis, and cross-functional collaboration to meet sales targets.
Top Skills:
Ai ToolsCRM
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
