Treasury Management Sales

Job Details

Job Location:

Bank First Beloit (Grand Avenue) - Beloit, WI 53511

At Bank First, we’re not just a bank—we’re a community. Consistently ranked among the top-performing banks in the U.S. and Wisconsin, and recognized by American Banker as one of the “Best Banks to Work For”. We combine professional excellence with a culture that truly values people. When you join Bank First, you’re joining a team that invests in your growth, supports your well-being, and celebrates your contributions.

Imagine a workplace where:

• Your career growth is supported through training, mentoring, and advancement opportunities
• Flexibility allows you to balance work and life without compromise
• Your contributions directly impact guests and communities you care about
• You’re part of a culture built on respect, collaboration, and empowerment

At Bank First, you don’t just fill a role—you make a difference. Every interaction matters, and every team member helps shape the experience our guests love.

The Treasury Management Sales position plays a pivotal role in driving low cost, high value deposits, revenue growth, and expanding client relationships within the Treasury Management division. This strategic sales position is responsible for developing and executing sales strategies, optimizing product performance, and delivering exceptional client service. The role requires advanced expertise in treasury management, a strong sales acumen, and effective leadership skills to achieve organizational goals and drive business development.

• Develop and implement strategic sales plans to achieve revenue targets and expand market share.
• Lead high-stakes client meetings and presentations, effectively showcasing the bank’s treasury management solutions.
• Identify and target new business opportunities by leveraging market insights and client feedback.

• Drive revenue growth through promoting, cross-selling, and up-selling of treasury management products and services to current customers and new prospects.
• Analyze market trends and clients’ needs to create compelling value propositions and innovative solutions.
• Continuously grow low-cost and high value deposits through prospecting, joint calling with Commercial RMs, referrals from current book of business, and growth of current relationships through negotiation of non-interest-bearing funds and deposit rates.

• Act as the primary contact for key accounts, ensuring high levels of satisfaction and retention.
• Develop strong relationships with decision-makers, understanding their needs and delivering tailored solutions.
• Oversee the onboarding and integration of new clients, ensuring a smooth transition and effective implementation.
• Perform Annual Relationship Reviews / Health Checks with larger Treasury / Commercial clients in current book of business

• Collaborate with the sales team to design and execute sales strategies and marketing campaigns.
• Support and perform prospecting efforts with detailed proposals, RFPs, Networking and competitive analysis.
• Create and refine marketing materials and presentations to effectively communicate product benefits and solutions.

• Sales Acumen:
  Proven ability to drive sales growth through effective planning, client acquisition, and strategic sales techniques.
• Client-Centric Focus:
  Strong commitment to understanding and meeting client needs with customized solutions and building relationships / partnerships.
• Strategic Thinking:
  Expertise in developing and implementing strategies that align with market trends and organizational goals.
Analytical

Skills:

Advanced skills in market analysis, performance tracking, and solution development.

• Bachelor’s degree in business, finance, or a related field; advanced degree or certification (e.g., CTP) preferred.
• Extensive experience in Treasury Management with a demonstrated track record of sales success and revenue growth.

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