Treasury Management Officer; BDO
Listed on 2026-09-14
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Sales
Financial Sales, Business Development, Banking & Finance
Treasury Management Officer (BDO)
Our client is seeking to fill a Treasury Management Officer (BDO) 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 $145K 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.
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.
Email us your current resume along with the position you are considering to:
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