The Treasury Account Manager (TAM) is responsible for supporting the Treasury Sales Officers (TSO) and all functions related to the sales process. They coordinate the full sales and onboarding lifecycle for commercial treasury clients and serve as a key liaison between sales, internal partners, and clients to ensure smooth deliver of treasury management solution.

Day-To-Day:

50% of their day will be spent interacting with new clients to set them up on their new services, as well as executing the process to get them set up: onboarding, meeting preparation, delivery, follow up. 25% of their day will be spent answering questions from clients and commercial lending officers. 25% of their day will be spent reaching out to potential clients and selling Academy's services, but this occurs once they get established and gain mor experience, so this is not an immediate responsibility upon hire.

Responsibilities:

• Serve as primary day-to-day contact for assigned commercial treasury clients
• Support Treasury Sales Officers throughout the sales and client onboarding process
• Prepare and process treasury documentation for new or updated services, including required due diligence
• Open and review new accounts and services, ensuring accurate setup and follow-through
• Identify opportunities to expand and cross-sell treasury services within existing client portfolios
• Coordinate with internal partners (Sales, Credit, Lending, Operations, Treasury Support) to deliver solutions
• Participate in client meetings and relationship reviews as needed
• Maintain confidentiality, accurate records, and compliance with bank policies
• Accompany the Treasury Sales Officer or Commercial lenders on client meetings as needed.