Treasury Management Growth Specialist

Bridgewater Bank; BLOOMINGTON (MN); Hybrid; USD 64,000 - 75,000; Full time

Benefits offered by this job

Hybrid work model

Health insurance

Job summary

Bridgewater Bank is seeking a Treasury Management Sales Specialist to serve as a liaison with branch staff and commercial bankers. You will promote Treasury Management products, educate branches on features, and identify referral opportunities to drive client onboarding and deposits.

The role emphasizes 90% support of Treasury Management referrals and 10% new business development, with a focus on ACH, wire origination, remote deposit, merchant services, and related treasury services.

Qualifications

• Bachelor's degree in Business or equivalent work experience.
• 2+ years banking experience (preferably in cash management).
• Exceptional business acumen and relationship management skills.
• Strong financial management skills and operational expertise.
• Excellent written, verbal, and interpersonal communication skills.

Responsibilities

• Develop relationships, provide education and support to Bridgewater Bank branches regarding business deposits focused on Treasury Management products and services.
• Identify and lead referral opportunities presented by branch teams.
• Act as a primary contact and resource for Bridgewater Bank branches business clients.
• Identify and develop business deposit and Treasury Management opportunities while acting on and closing all leads generated internally and externally.
• Attend regular branch meetings, pipeline meetings, and periodic loan committee meetings.
• Prepare account/Treasury Management agreements and related onboarding documentation.
• Follow up with clients to ensure successful onboarding.

Skills

Relationship management

Financial management

Communication skills

Independent work

Team coordination

Client inquiries handling

Education

Bachelor's degree in Business

Tools

Fiserv

Jack Henry

Job description

Bridgewater Bank is seeking a Treasury Management Sales Specialist to serve as a liaison with branch staff and commercial bankers. You will promote Treasury Management products, educate branches on features, and identify referral opportunities to drive client onboarding and deposits.

The role emphasizes 90% support of Treasury Management referrals and 10% new business development, with a focus on ACH, wire origination, remote deposit, merchant services, and related treasury services.