Treasury Manager

Landmark Credit Union; Appleton, Oshkosh, Neenah (WI, WI, WI); On-site; USD 90,000 - 130,000; Full time

Job summary

Landmark Credit Union in Wisconsin seeks a Treasury Management Business Development Officer to drive externally and with Commercial Banking relationships, identifying businesses with treasury needs and educating them on Landmark's treasury products.

The ideal candidate brings sales experience, deep knowledge of treasury management tools, and the ability to deliver tailored solutions while collaborating across departments as a subject matter expert.

Qualifications

• Bachelor’s degree preferred with 5+ years banking experience in Business Banking, Cash Management or Treasury Management
• CTP designation a plus
• Knowledge of Treasury Management solutions and banking technology for automation and reconciliation
• Ability to independently generate Treasury Management leads and prospects
• Ability to articulate client needs and deliver solutions
• Proficient in Microsoft Office Suite, including PowerPoint
• Ability to maintain confidentiality with independent judgment
• Strong oral/written communication, problem solving, and organizational skills
• Ability to manage multiple priorities in a high-volume environment with attention to detail
• Understand and comply with relevant laws and regulations

Responsibilities

• Identify new treasury management relationships externally and internally
• Prepare proposals with analysis and pricing
• Cross-sell treasury management products to clients
• Retain and deepen existing Member relationships
• Communicate onboarding expectations and timelines for new clients/products
• Recommend deposit products and treasury management services based on trends
• Perform annual reviews and risk assessments for remote deposit capture, wire and ACH
• Participate in meetings for sales direction and prospecting
• Benchmark rates and product features and make recommendations

Skills

Sales experience

Treasury management

Client needs analysis

Communication skills

Negotiation

Organizational skills

Problem solving

Independent work

Discretion/confidentiality

Cross-functional collaboration

Education

Bachelor’s degree

Tools

PowerPoint

MS Office

Job description

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

1. 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.

2. Certified Treasury Professional (CTP) designation a plus.

3. 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.

4. Ability to independently generate Treasury Management leads and prospects.

5. Ability to clearly understand and articulate client needs, resulting in delivering solutions.

6. Proficient in Microsoft Office Suite, including PowerPoint for presentations.

7. Ability to use independent judgment and discretion in various situations while maintaining a high degree of confidentiality.

8. Must possess excellent oral and written communication skills, problem solving skills, organizational skills, negotiation skills and the ability to work independently.

9. 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.

10. 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

1. Identify new treasury management relationships externally as well as internally.

2. Produce a proposal with an analysis statement review and competitive treasury management pricing/products/services.

3. Cross-sell treasury management products and bring new ideas to existing clients.

4. Retain and deepen existing Member relationships.

5. Communicate expectations and timelines effectively when onboarding new clients or new products.

6. Review and recommend business deposit products and treasury management services based on current and emerging industry trends.

7. Perform annual reviews and risk assessments for remote deposit capture, wire and ACH relationships.

8. Participate in analysis comparison, sales direction and business prospect and member meetings.

9. Conduct benchmarking analysis and make recommendations for rates and product features.