Treasury Management Growth Partner

W3Global; Town of Wausau (WI); Vor Ort; USD 70.000 - 110.000; Vollzeit

Zusammenfassung

W3Global in Wisconsin is seeking a Treasury Management Relationship Officer who drives new business, grows commercial deposits, and deepens client relationships through treasury management expertise.

The role prospects for new clients, partners with commercial lenders and branch teams, and delivers consultative guidance on treasury management and business online banking to meet sales goals and deliver an exceptional client experience.

Qualifikationen

• Bachelor's Degree with a focus in Business, Finance, Accounting, Marketing, or similarly related area.
• A minimum of 3-5 years of experience in business development, sales, or banking is preferred.
• Experience acquiring and growing commercial relationships and selling treasury management or business electronic banking solutions is preferred.

Aufgaben

• Proactively identify and pursue new commercial relationships through targeted prospecting, networking, referrals, and direct outreach.
• Build and maintain strong client relationships through a consultative approach, assessing business cash flow, payment processes, and financial needs to recommend tailored banking and treasury management solutions.
• Develop and execute business development strategies that grow commercial deposits and expand treasury management relationships through cross-selling banking products and services.
• Manage an active prospect and referral pipeline, track sales activity and follow-up, and meet or exceed monthly and annual targets for new deposits, client acquisition, and treasury management services.
• Serve as the treasury management business partner to commercial lenders, Relationship Managers, branch teams, and Marketing, developing referral opportunities and coordinating sales efforts to deliver a seamless client experience.
• Maintain expertise in Client's treasury management and business electronic banking offerings, including features, benefits, and appropriate applications, and translate that knowledge into clear client recommendations.
• Serve as a primary resource for staff questions on business online products and treasury management solutions, providing guidance and training that strengthen needs identification and referrals.

Kenntnisse

Treasury management

Consultative sales

Relationship building

Confidentiality

Verbal communication

Written communication

Organizational skills

Time management

MS Office

Outlook

Ausbildung

Bachelor's Degree in Business/Finance

Tools

MS Office

Outlook

Internet Explorer

Jobbeschreibung

W3Global in Wisconsin is seeking a Treasury Management Relationship Officer who drives new business, grows commercial deposits, and deepens client relationships through treasury management expertise.

The role prospects for new clients, partners with commercial lenders and branch teams, and delivers consultative guidance on treasury management and business online banking to meet sales goals and deliver an exceptional client experience.