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Treasury Sales Officer

Pinnbank · Omaha 180th and Dodge, Omaha, Nebraska · On Site · Active · Pinpoint

Job facts

FieldValue
CompanyPinnbank
TitleTreasury Sales Officer
Normalized title-
Department / team22S2-Treasury Management
LocationOmaha, NE, United States
Work modelOn Site
Employment typeFull Time
SalaryDepends on Experience
Statusactive
ATS providerPinpoint
Posted / first seen / 2026-05-31
Changed / last seen2026-05-31 / 2026-06-06

Related slices

PageWhat it containsOpen
Company jobsActive postings from Pinnbank.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through Pinpoint.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Omaha.Open
Department jobsActive postings in 22S2-Treasury Management.Open
Work model jobsActive On Site postings.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyPinnbank
Sourcebec53e96-e056-455a-bae8-9f89671c8a83
ATS providerPinpoint

Description

GENERAL SUMMARY: The Treasury Sales Officer is responsible for driving treasury revenue and deposit growth in the assigned market(s) through proactive prospecting, new client acquisition, and expansion of treasury product adoption within existing relationships. This role serves as the Treasury Sales leader, combining strong business development skills, community engagement, and internal collaboration to position the bank as a trusted treasury partner while leveraging dedicated treasury teams for onboarding, implementation, and ongoing account support. RESPONSIBILITIES AND DUTIES: Prospect, identify, and close new treasury management relationships with business clients in assigned market(s) Expand treasury product usage and fee income within existing commercial and business banking relationships Lead treasury-related sales efforts in partnership with Commercial Loan Officers and other bank staff Serve as the primary treasury advisor in client conversations, delivering consultative solutions aligned to client cash flow, payments, and fraud prevention needs Develop and lead external client reviews and presentations to ensure all necessary documents and details are presented accurately Maintain strong visibility and involvement in the business community to drive referrals and market presence Collaborate with treasury onboarding, implementation, and support teams to ensure smooth post-sale execution and client satisfaction. Manage sales pipeline, goals, and activity reporting while maintaining accountability for market results Regularly exercising independent judgement and discretion over matters of significance. Communicate effectively in-person and otherwise with all coworkers and customers, both during regular business hours and before and after regular business hours, if necessary. Effective communication and collaboration are essential for this role. While remote work may be available periodically, there are times when being in the office is necessary to maintain our collaborative efforts. Therefore, this position cannot be primarily performed remotely. KNOWLEDGE, SKILLS, AND ABILITIES: Knowledge of treasury management products and bank compliance Ability to develop a consultative sales culture in assigned market(s) with internal teams and external community Existing presence or awareness of the business community in assigned market(s) Knowledge of bank and treasury management software Skill in Microsoft Office specifically Excel and PowerPoint Skill in communicating and coordinating activities with management, customers, coworkers, and vendors. Communication must be timely and strong Ability to research and review customer industry segments and product portfolios Ability to travel EDUCATION AND EXPERIENCE: Bachelor’s Degree or equivalent years of work experience 5 years of bank and/or cash management experience Prior experience in a business development role with measurable results Certified Treasury Professional (CTP) certification preferred PHYSICAL REQUIREMENTS:   NOTE: The statements herein are intended to describe the general nature and level or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of personnel so classified. Ideal applicant should reside in Omaha or Greater Omaha area.

Full job record

Job IDce1d35b95067f8d0031bdd205f9c9663fae0f4cd
Org ID53850421-915f-4e3e-86c1-4d0952409bb9
Source IDbec53e96-e056-455a-bae8-9f89671c8a83
Board IDbec53e96-e056-455a-bae8-9f89671c8a83
Providerpinpoint
Provider Job Key501968
TitleTreasury Sales Officer
Normalized Title
Statusactive
Activeyes
Location TextOmaha 180th and Dodge, Omaha, Nebraska
Department22S2-Treasury Management
Team
Employment Typefull_time
Workplace Typeon_site
Remote Policy
CountryUnited States
RegionNE
CityOmaha
Salary RawDepends on Experience
Salary Min0
Salary Max0
Salary Currency
Salary Period
Source URLhttps://pinnbank.pinpointhq.com/en/postings/8933030e-73dc-4f2f-a82e-0d285e91677b
Apply URLhttps://pinnbank.pinpointhq.com/en/postings/8933030e-73dc-4f2f-a82e-0d285e91677b
First Seen At2026-05-31 17:46:02Z
Last Seen At2026-06-06 11:08:28Z
Last Checked At2026-06-06 11:08:28Z
Last Changed At2026-05-31 17:46:02Z
Inactive At
Source Posted At
Source Updated At
Raw Payload Uris3://job-postings-prod-raw-590183727216/raw/provider=pinpoint/board=pinnbank/date=2026-06-06/2026-06-06T11-08-26-653Z-388815e07b25fa27c53d05eba84c28c40361b2b60561a834802e4d16a64298c3.json
Event Fields
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Parsed Structured
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Extensions
{}
Native Structured
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  "description": "<div><!--block--><strong>GENERAL SUMMARY:</strong></div><div><!--block-->The Treasury Sales Officer is responsible for driving treasury revenue and deposit growth in the assigned market(s) through proactive prospecting, new client acquisition, and expansion of treasury product adoption within existing relationships. This role serves as the Treasury Sales leader, combining strong business development skills, community engagement, and internal collaboration to position the bank as a trusted treasury partner while leveraging dedicated treasury teams for onboarding, implementation, and ongoing account support.<br><br></div><div><!--block-->&nbsp;</div><div><!--block--><strong>RESPONSIBILITIES AND DUTIES:</strong></div><ul><li><!--block-->Prospect, identify, and close new treasury management relationships with business clients in assigned market(s)&nbsp;</li><li><!--block-->Expand treasury product usage and fee income within existing commercial and business banking relationships</li><li><!--block-->Lead treasury-related sales efforts in partnership with Commercial Loan Officers and other bank staff</li><li><!--block-->Serve as the primary treasury advisor in client conversations, delivering consultative solutions aligned to client cash flow, payments, and fraud prevention needs</li><li><!--block-->Develop and lead external client reviews and presentations to ensure all necessary documents and details are presented accurately</li><li><!--block-->Maintain strong visibility and involvement in the business community to drive referrals and market presence</li><li><!--block-->Collaborate with treasury onboarding, implementation, and support teams to ensure smooth post-sale execution and client satisfaction.&nbsp;</li><li><!--block-->Manage sales pipeline, goals, and activity reporting while maintaining accountability for market results</li><li><!--block-->Regularly exercising independent judgement and discretion over matters of significance.&nbsp;</li><li><!--block-->Communicate effectively in-person and otherwise with all coworkers and customers, both during regular business hours and before and after regular business hours, if necessary.&nbsp;</li><li><!--block-->Effective communication and collaboration are essential for this role. While remote work may be available periodically, there are times when being in the office is necessary to maintain our collaborative efforts. Therefore, this position cannot be primarily performed remotely.</li></ul><div><!--block-->&nbsp;</div><div><!--block--><strong>KNOWLEDGE, SKILLS, AND ABILITIES:</strong></div><ul><li><!--block-->Knowledge of treasury management products and bank compliance</li><li><!--block-->Ability to develop a consultative sales culture in assigned market(s) with internal teams and external community</li><li><!--block-->Existing presence or awareness of the business community in assigned market(s)</li><li><!--block-->Knowledge of bank and treasury management software</li><li><!--block-->Skill in Microsoft Office specifically Excel and PowerPoint</li><li><!--block-->Skill in communicating and coordinating activities with management, customers, coworkers, and vendors. Communication must be timely and strong</li><li><!--block-->Ability to research and review customer industry segments and product portfolios</li><li><!--block-->Ability to travel</li></ul><div><!--block--><br></div><div><!--block--><strong>&nbsp;</strong></div><div><!--block--><strong>EDUCATION AND EXPERIENCE:</strong></div><ul><li><!--block-->Bachelor’s Degree or equivalent years of work experience</li><li><!--block-->5 years of bank and/or cash management experience</li><li><!--block-->Prior experience in a business development role with measurable results</li><li><!--block-->Certified Treasury Professional (CTP) certification preferred</li></ul><div><!--block--><br></div><div><!--block--><strong>&nbsp;</strong></div><div><!--block--><strong>PHYSICAL REQUIREMENTS:</strong></div><div><!--block--><span data-trix-cursor-target=\"left\" data-trix-serialize=\"false\"></span><figure contenteditable=\"false\" data-trix-attachment=\"{&quot;contentType&quot;:&quot;image/png&quot;,&quot;filename&quot;:&quot;Physical Requirements.png&quot;,&quot;filesize&quot;:35971,&quot;height&quot;:&quot;auto&quot;,&quot;href&quot;:&quot;https://res.cloudinary.com/pinpointhq/image/upload/v1769015321/uploads/production/lusemdftnlzmzl15hqvv.png&quot;,&quot;url&quot;:&quot;https://res.cloudinary.com/pinpointhq/image/upload/v1769015321/uploads/production/lusemdftnlzmzl15hqvv.png&quot;,&quot;width&quot;:656}\" data-trix-content-type=\"image/png\" data-trix-id=\"211615\" data-trix-attributes=\"{&quot;presentation&quot;:&quot;gallery&quot;}\" class=\"attachment attachment--preview attachment--png\"><a href=\"https://res.cloudinary.com/pinpointhq/image/upload/v1769015321/uploads/production/lusemdftnlzmzl15hqvv.png\" tabindex=\"-1\" contenteditable=\"false\"><img src=\"https://res.cloudinary.com/pinpointhq/image/upload/v1769015321/uploads/production/lusemdftnlzmzl15hqvv.png\" data-trix-mutable=\"true\" width=\"656\" height=\"0\" data-trix-store-key=\"imageElement/211615/https://res.cloudinary.com/pinpointhq/image/upload/v1769015321/uploads/production/lusemdftnlzmzl15hqvv.png/656/0\"><figcaption class=\"attachment__caption\" data-trix-placeholder=\"Add a caption…\"></figcaption></a></figure><span data-trix-cursor-target=\"right\" data-trix-serialize=\"false\"></span></div><div><!--block--><strong>&nbsp;</strong></div><div><!--block-->NOTE: The statements herein are intended to describe the general nature and level or work being performed by employees assigned to this classification.&nbsp; They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of personnel so classified. &nbsp;</div>",
  "compensation": "Depends on Experience",
  "reporting_to": "",
  "workplace_type": "onsite",
  "benefits_header": "",
  "employment_type": "full_time",
  "workplace_type_text": "Onsite",
  "compensation_maximum": null,
  "compensation_minimum": null,
  "compensation_visible": true,
  "employment_type_text": "Full Time",
  "key_responsibilities": "Ideal applicant should reside in Omaha or Greater Omaha area.",
  "compensation_currency": null,
  "compensation_frequency": null,
  "skills_knowledge_expertise": "",
  "key_responsibilities_header": "More Details",
  "skills_knowledge_expertise_header": ""
}
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