Treasury Management Representative – Job # 3835-147012

Symicor Group; Milwaukee (WI); On-site; USD 135,000 - 165,000; Full time

Job summary

The Symicor Group seeks a Treasury Management Representative based in Milwaukee, WI. The role focuses on business development, consultative sales, and relationship management with commercial clients. Includes a generous salary up to $150K plus bonus and comprehensive benefits; this is not a remote position.

Ideal candidates have five+ years in treasury management sales, a BA/BS in business or finance, and preferred CTP/CCM certification. Strong market knowledge and deposits growth are valued.

Qualifications

• BA/BS degree in Business, Finance, or related field.
• Five or more years of proven treasury management sales experience.
• CTP or CCM certification preferred.
• Proven ability to drive deposits.
• Experience with territory management in sales.
• High level of Treasury Management product knowledge and product innovation.
• Knowledge of credit and operational risk, and ability to quantify exposure.
• Industry or vertical market expertise.
• Strong knowledge of market/industry trends.

Responsibilities

• Achieve new sales targets and portfolio revenue growth.
• Partner with lenders to build opportunities for Treasury Management solutions.
• Influence sales through industry trend analysis and product innovation.
• Execute strategic market-based sales plans to target prospects and clients.
• Meet annual performance metrics for new business sales and retention of strategic relationships.
• Grow non-interest income.
• Maintain accurate sales pipeline.
• Represent Treasury Management in internal and external settings.
• Build brand awareness.
• Perform other duties as assigned.

Skills

Treasury management sales

Territory management

Relationship management

Market trend knowledge

Deposits growth

Education

BA/BS in Business or Finance

CTP or CCM certification preferred

Job description

Treasury Management Representative - Job # 3835-147012

Who We Are:

The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!

We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.

The Position:

Our client is seeking to fill a Treasury Management Representative role to be based in the Milwaukee, WI market. The selected candidate will be responsible for business development, consultative sales, and relationship management with commercial clients.

The position includes a generous salary of up to $150K plus bonus and an excellent benefits package. (This is not a remote position)

Treasury Management Representative Responsibilities Include:

• Achieving new sales targets and portfolio revenue growth objectives.
• Partnering with lenders and others to target and build opportunities for Treasury Management solutions.
• Influencing and enriching the sales process through industry trend analysis, product innovation, and consultative relationship reviews.
• Executing a strategic market-based sales plan to target prospects and existing customers.
• Achieving annual performance metrics for new business sales, call expectations, and retention of strategic client relationships.
• Growing non-interest income.
• Managing pipeline for accuracy.
• Representing Treasury Management in internal and external settings.
• Building brand awareness.
• Performing other duties as assigned.

Who Are You?

You're someone who wants to influence your own development. You're looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.

You Also Bring the Following Skills and Experience:

• BA/BS degree in Business, Finance, or related degree or equivalent.
• Five or more years of proven treasury management sales experience.
• Certified Treasury Professional (CTP) or Certified Cash Management (CCM) certification preferred.
• Proven ability to drive deposits.
• Experience with territory management in sales.
• High level of Treasury Management product knowledge and product innovation.
• Knowledge of credit and operational risk-ability to quantify potential exposure.
• Industry or vertical market expertise.
• Strong knowledge of market/industry trends.