Treasury Management Business Development Officer

Landmark Credit Union; Appleton (WI); On-site; USD 70,000 - 90,000; Full time

Job summary

Landmark Credit Union is looking for a Treasury Management Business Development Officer (TMBDO) to drive business growth by identifying and educating clients on Treasury Management products. This role engages in a blend of independent sales and collaboration with Commercial Banking.

The ideal candidate should possess at least 5 years of banking experience and a Bachelor's degree in a relevant field. Skills needed include knowledge of Treasury Management solutions, strong communication capabilities, and proficiency in Microsoft Office.

Qualifications

• Minimum 5 years of banking experience in Business Banking, Cash Management, or Treasury Management.
• Ability to independently generate Treasury Management leads and prospects.
• Proven ability to balance multiple priorities in a high-volume work environment.

Responsibilities

• Identify new treasury management relationships externally and internally.
• Produce proposals with analysis statements and competitive pricing.
• Cross-sell treasury management products to existing clients.

Skills

Sales experience

Treasury Management knowledge

Client needs articulation

Microsoft Office proficiency

Excellent communication skills

Problem-solving skills

Negotiation skills

Education

Bachelor's degree in related field

Job description

At Landmark Credit Union, we succeed by putting people first – and that starts with you. Our culture of inclusion and collaboration enables us to support our members' financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where you'll feel valued for your unique qualities, are enabled to reach your full potential, and are recognized for your contributions to our success. We strive to ensure you feel empowered to grow and succeed, while also feeling valued and taken care of, as we all do our part to put people first. We invite you to learn more about this and other opportunities at Landmark Credit Union.

NATURE AND SCOPE

This position reports to the VP, Treasury Management Manager. The Treasury Management Business Development Officer (TMBDO) will work independently and with Commercial Banking to identify businesses with Treasury Management needs, and educate external businesses about the Treasury Management products and services that Landmark Credit Union offers. A successful candidate must have sales experience and knowledge across treasury management tools and products, general business banking and deposit product solutions and online business banking platforms. The TMBDO will play a vital role in the sales and implementation of Treasury Management depository products and services. This person will work closely with multiple departments across Landmark Credit Union as a subject matter expert.

REQUIREMENTS

• Bachelor's degree in related field preferred with a minimum of 5 years of banking experience in Business Banking, Cash Management or Treasury Management. Equivalent combination of education and experience will be considered.
• Certified Treasury Professional (CTP) designation a plus.
• Demonstrated knowledge of Treasury Management solutions, and well versed in products that support businesses with automation, account reconciliation, and efficiencies gained by implementing banking technology.
• Ability to independently generate Treasury Management leads and prospects.
• Ability to clearly understand and articulate client needs, resulting in delivering solutions.
• Proficient in Microsoft Office Suite, including PowerPoint for presentations.
• Ability to use independent judgment and discretion in various situations while maintaining a high degree of confidentiality.
• Must possess excellent oral and written communication skills, problem solving skills, organizational skills, negotiation skills and the ability to work independently.
• Proven ability to independently organize work, balance multiple priorities and manage a variety of duties in a high-volume work environment with strong attention to detail.
• Must develop a thorough understanding of company policies and procedures as they relate to the position; must understand and comply with all job-related state and federal laws and regulations.

PRINCIPAL ACCOUNTABILITIES

• Identify new treasury management relationships externally as well as internally.
• Produce a proposal with an analysis statement review and competitive treasury management pricing/products/services.
• Cross-sell treasury management products and bring new ideas to existing clients.
• Retain and deepen existing Member relationships.
• Communicate expectations and timelines effectively when onboarding new clients or new products.
• Review and recommend business deposit products and treasury management services based on current and emerging industry trends.
• Perform annual reviews and risk assessments for remote deposit capture, wire and ACH relationships.
• Participate in analysis comparison, sales direction and business prospect and member meetings.
• Conduct benchmarking analysis and make recommendations for rates and product features.
• Other duties as assigned.

EEO/Veterans/Disabled

Landmark Credit Union is an Equal Opportunity Employer.