Treasury Management Sales Officer, Cleveland
Dollar Bank
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Cleveland, OH
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Entry level
Posted April 17, 2026
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Responsibilities
Commitments
Responsibilities
- Join our innovative team as a Treasury Management Sales Officer, where you will have the unique opportunity to self-source new relationships while delivering treasury solutions to businesses of all sizes.
- This role will be at the forefront of transforming how businesses manage their finances.
- You will leverage your industry connections and prospecting skills to identify and engage potential clients, showcasing our comprehensive suite of treasury management products and services.
- Your ability to build and nurture relationships will be key to establishing trust and credibility in the marketplace, allowing you to become a valued partner in your clients’ financial success.
- Additionally, you will be responsible for developing and executing a strategic sales plan that aligns both your goals and the broader objectives of the organization.
- This position offers a blend of independence and support, empowering you to explore new business opportunities while collaborating with our dedicated teams to ensure seamless implementation and exceptional client service.
- Self-source and cultivate new client relationships through networking, referrals, and outreach.
- Develop and manage internal partnerships with internal customers: Corporate Banking, Commercial Real Estate, Private Banking and Business Banking to assist them with calling efforts and sell treasury management services to borrowing clients of the Bank.
- Act as a reference for internal/partner inquiries about the Bank’s treasury management services without reliance on Product Management for information.
- Cultivate and develop relationships with referral sources regarding Dollar Bank’s philosophy and our team approach to relationship building.
- Act as a liaison for the various assets divisions and Treasury Management Product for training and new product development needs.
- Respond to and resolve client inquiries and issues with the help of the Treasury Management Team.
- Ability to effectively lead a meeting and/or project assignment.All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank’s risk management program.
Commitments
Ability to effectively lead a meeting and/or project assignment.All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank’s risk management program.
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Requirements
- Three (3) years of sales experience in banking with demonstrated working knowledge of Treasury Management products.
- Must have a proven track record in sales, ideally within treasury management or financial services, with experience in self-sourcing new relationships.
- Must have strong communication skills, both oral and written
- Ability to work independently and exercise good judgment.
- Ability to focus on the client/prospect; uncover and meet underlying needs, follow through on questions, requests and concerns; approaches each interaction as an opportunity.
- Proficient in MS Office.
- Knowledge of banking systems and branch operations.
- A valid driver’s license and access to a reliable vehicle.Principal Activities and Duties:
- Self-source and cultivate new client relationships through networking, referrals, and outreach.
- Develop and manage internal partnerships with internal customers: Corporate Banking, Commercial Real Estate, Private Banking and Business Banking to assist them with calling efforts and sell treasury management services to borrowing clients of the Bank.
Preferred Skills
- Act as a reference for internal/partner inquiries about the Bank’s treasury management services without reliance on Product Management for information.
Education
- (Required) – High School Diploma/GED required.
- (Not required) – Bachelor’s degree preferred.
Are you a proactive cash management sales professional with a strong network and the ambition to drive your own success? Join our innovative team as a Treasury Management Sales Officer, where you will have the unique opportunity to self-source new relationships while delivering treasury solutions to businesses of all sizes. This role will be at the forefront of transforming how businesses manage their finances. You will leverage your industry connections and prospecting skills to identify and engage potential clients, showcasing our comprehensive suite of treasury management products and services. Your ability to build and nurture relationships will be key to establishing trust and credibility in the marketplace, allowing you to become a valued partner in your clients’ financial success. Additionally, you will be responsible for developing and executing a strategic sales plan that aligns both your goals and the broader objectives of the organization. This position offers a blend of independence and support, empowering you to explore new business opportunities while collaborating with our dedicated teams to ensure seamless implementation and exceptional client service. Join us in this exciting opportunity where your contributions will directly impact the financial well-being of our clients.Qualifications:
High School Diploma/GED required.
Bachelor’s degree preferred.
Three (3) years of sales experience in banking with demonstrated working knowledge of Treasury Management products.
Must have a proven track record in sales, ideally within treasury management or financial services, with experience in self-sourcing new relationships.
Must have strong communication skills, both oral and written
Ability to work independently and exercise good judgment.
Ability to focus on the client/prospect; uncover and meet underlying needs, follow through on questions, requests and concerns; approaches each interaction as an opportunity.
Proficient in MS Office.
Knowledge of banking systems and branch operations.
A valid driver’s license and access to a reliable vehicle.Principal Activities and Duties:
Self-source and cultivate new client relationships through networking, referrals, and outreach.
Develop and manage internal partnerships with internal customers: Corporate Banking, Commercial Real Estate, Private Banking and Business Banking to assist them with calling efforts and sell treasury management services to borrowing clients of the Bank.
Act as a reference for internal/partner inquiries about the Bank’s treasury management services without reliance on Product Management for information.
Cultivate and develop relationships with referral sources regarding Dollar Bank’s philosophy and our team approach to relationship building.
Act as a liaison for the various assets divisions and Treasury Management Product for training and new product development needs.
Respond to and resolve client inquiries and issues with the help of the Treasury Management Team.
Ability to effectively lead a meeting and/or project assignment.All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank’s risk management program.
Compliance with regulatory laws and company procedures is a required component of all position descriptions.Compensation: $85,000 - $96,200
High School Diploma/GED required.
Bachelor’s degree preferred.
Three (3) years of sales experience in banking with demonstrated working knowledge of Treasury Management products.
Must have a proven track record in sales, ideally within treasury management or financial services, with experience in self-sourcing new relationships.
Must have strong communication skills, both oral and written
Ability to work independently and exercise good judgment.
Ability to focus on the client/prospect; uncover and meet underlying needs, follow through on questions, requests and concerns; approaches each interaction as an opportunity.
Proficient in MS Office.
Knowledge of banking systems and branch operations.
A valid driver’s license and access to a reliable vehicle.Principal Activities and Duties:
Self-source and cultivate new client relationships through networking, referrals, and outreach.
Develop and manage internal partnerships with internal customers: Corporate Banking, Commercial Real Estate, Private Banking and Business Banking to assist them with calling efforts and sell treasury management services to borrowing clients of the Bank.
Act as a reference for internal/partner inquiries about the Bank’s treasury management services without reliance on Product Management for information.
Cultivate and develop relationships with referral sources regarding Dollar Bank’s philosophy and our team approach to relationship building.
Act as a liaison for the various assets divisions and Treasury Management Product for training and new product development needs.
Respond to and resolve client inquiries and issues with the help of the Treasury Management Team.
Ability to effectively lead a meeting and/or project assignment.All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank’s risk management program.
Compliance with regulatory laws and company procedures is a required component of all position descriptions.Compensation: $85,000 - $96,200