Senior Treasury Management Sales Representative

ComplyRight, Inc.

Senior Treasury Management Sales Representative at Ocean Bank supporting business clients in Miami. Providing product support, onboarding, training, and operational assistance in Treasury Management services.

Posted 7/22/2026full-timeRemote • Florida • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Treasury Management services, including ACH, Wire Transfers, and Digital Banking solutions, while providing exceptional customer service and support. Proficient in analyzing performance metrics and delivering training on banking products and services.

Highest-signal resume keywords

Treasury Management ServicesCustomer Relationship ManagementACH and Wire TransfersMicrosoft Office ProficiencyBank Operations Knowledge

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Treasury Management ServicesACHWire TransfersDigital BankingFraud Prevention ToolsCustomer DocumentationInternal ControlsPerformance Metrics AnalysisProduct DemonstrationsClient Needs Documentation

Soft Skills

Customer Relationship SkillsConsultative Service SkillsOrganizational SkillsInterpersonal SkillsTime Management Skills

Tools & Technologies

Microsoft ExcelMicrosoft WordMicrosoft PowerPointMicrosoft OutlookTreasury Management Platforms

Industry Keywords

BankingCommercial Banking SupportFinancial ServicesClient Follow-UpService Requests

About the role

Key responsibilities & impact

Support Treasury Management sales and service activities, including client follow-up, implementation coordination, product questions, service requests, and internal support needs.
Partner with clients and Relationship Managers throughout onboarding to support product setup, online banking access, documentation, timelines, testing, and activation.
Provide technical and operational support for Treasury Management services, including Remote Deposit Capture, ACH, wire transfer services, lockbox, online banking, user access, and related digital banking solutions.
Deliver training to clients, branches, Relationship Managers, and internal business partners on Treasury Management products, online banking capabilities, documentation requirements, fraud prevention controls, and service enhancements.
Prepare reports and analyze activity related to product utilization, client enrollment, service activity, exception items, and other performance metrics.
Assist with product demonstrations, client materials, follow-up tracking, client needs documentation, and cross-sell opportunities that support client relationships and business growth.

Requirements

What you’ll need

Associate degree in Business Administration, Finance, Banking, Accounting, or a related field required; equivalent combination of education and relevant banking experience may be considered.
5+ years of experience in banking, commercial banking support, customer service operations, or financial services.
Strong customer relationship, consultative service, and cross-selling skills with the ability to identify client needs and recommend appropriate banking solutions.
General understanding of bank operations, including ACH, wire transfers, digital banking, account services, fraud prevention tools, customer documentation, and internal controls.
Proficiency with Microsoft Office, especially Excel, Word, PowerPoint, and Outlook; ability to learn and support Treasury Management platforms and digital banking applications.
Ability to troubleshoot customer issues, explain technical concepts clearly, document service requests, and coordinate timely resolution with internal teams.
Excellent organizational, interpersonal, written, verbal, presentation, follow-up, and time management skills.
Ability to manage multiple priorities, meet deadlines, maintain accuracy, protect confidential information, and comply with bank policies and regulatory requirements.

Benefits

Comp & perks

Bilingual English and Spanish required
Ability to travel to customer locations in Miami-Dade, Broward, and Palm Beach Counties as needed