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Bank FirstPosted 1 month ago

Treasury Management Sales

On-siteBeloit, Wisconsin, United States

Full Time

Job Summary

Develop and execute strategic sales plans to drive low-cost, high-value deposits and revenue growth within the Treasury Management division. Lead high-stakes client meetings, prospect new business opportunities, and perform annual relationship reviews to ensure client retention and satisfaction. Analyze market trends to create tailored solutions, while collaborating with the sales team on marketing campaigns and RFPs. Oversee client onboarding and integration, utilizing joint calling and referrals to expand the current book of business. Requires advanced treasury expertise and a proven track record of sales success.

Required Qualifications

  • Bachelor's degree in business, finance, or a related field
  • Extensive experience in Treasury Management
  • Proven ability to drive sales growth
  • Expertise in developing and implementing strategies
  • Advanced skills in market analysis
  • Strong commitment to understanding and meeting client needs
  • Demonstrated track record of sales success
  • Revenue growth experience

Desired Qualifications

  • Advanced degree or certification (e.g., CTP)

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