Treasury Management Growth Executive

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

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.