- Analyze and identify customer needs in order to recommend appropriate accounts, services, strategies, and solutions.
- Maintain extensive knowledge of available products, services, fees, processing deadlines, and bank processes.
- Manages a seamless transition for on-boarding new customers including the partnership with TM Support.
- Performs regular client follow-ups to ensure customer satisfaction.
- Orchestrates customer and prospects calls to expand on and build new business relationships.
- Current Treasury Management experience of at least 5 years.
- College level coursework in Finance, Accounting, Economics, Management or Business Administration is preferred.
- Demonstrated success managing and growing a treasury / deposit customer portfolio with an organization.
- Poses the necessary sales skills and experience specific to generating new deposit and Treasury customers in the banking industry.
- Be confident in their ability to generate new deposit customers in the area.
- Strong collaboration skills.
- Effective communication and listening skills.
- Must be goal oriented and demonstrated ability to thrive in a competitive environment.
- Competitive base commission and bonus program
- Health, Dental & Vision
- 401K Retirement Plan with Employer Match and Profit Sharing
- Life and Disability Insurance
- PTO
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Treasury Management Officer - Madison, WI, United States - GPAC
Description
The right Treasury Management Officer will generate new business from prospects and serve as a trusted partner for current business customers. By offering tailored Treasury Management solutions, our Treasury Management Officer will help protect and manage customer funds. To thrive in this role, the right candidate must be sales and goal oriented, have strong industry knowledge of Treasury Management and possess the ability to work with referral partners within the Bank. This position holds immediate leadership potential as well as a chance to lead the Treasury Management department.
Treasury Management Duties and Responsibilities:
Treasury Management Qualifications:
This community bank offers a generous compensation and benefits package:
Contact your local Wisconsin banking recruiter, Joe Albert to learn more about this Treasury Management position and other banking opportunities throughout the state.
Joe Albert
Senior Search Consultant | gpac
To be considered, please apply with a resume. You can email me directly at:
Follow me on Linkedin:
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
