Cash Management Sales Officer - Full Time (40 Hrs​/Wk

About the Role

We are eager to discuss the prospect of you joining our team as our next incredible team member! This position is responsible for sourcing new cash management and business deposit relationships, client service excellence, client retention, and payments and operational cash flow consultation. The role involves growing the bank’s core deposits through partner referrals and self-sourced efforts, understanding client and prospect business environments, strategies, and industries to determine the financial needs and appropriate cash management solutions.

• Manage all elements of the sales cycle including business development, prospect qualification, needs analysis, close of sale, and periodic follow‑up to ensure customer satisfaction with the banking relationship.
• Devise and execute a plan to exceed individual sales goals and actively manage a pipeline of business deposit prospects.
• Partner with Business Banking Sales and Cash Management Operations teams to create business deposit and cash management proposals and pricing proformas.
• Develop independent channels to prospect for new business deposit clients.
• Prepare applications and implementation documentation, review documents for completeness and accuracy in accordance with all regulatory and bank processes.
• Recognize cross‑sale referral opportunities to bank business partners as appropriate.
• Schedule and run client meetings, proposal presentations, product demonstrations, and relationship reviews.
• Design customer‑centric cash management solutions and provide consultative expertise on industry topics and the bank’s suite of cash management products.
• Assist in training bank partners in cash management products, services, and sales strategy.
• Analyze bank statements to ensure clients are getting the full advantages of their cash management suite of products and negotiate products and pricing.
• Collaborate with bank staff to ensure proper execution of products, testing, implementation, developing plans, strategizing, and executing ways to generate deposits and grow fee income.

This is a regular full‑time, salaried exempt position, averaging approximately 40 hours per week. The typical schedule may vary between 8:00 am to 5:30 pm CDT, Monday through Friday. The position will work on‑site at our branch location in Wausau, WI, with intermittent travel required based on business and/or customer needs.

You do what is right over what is easy. You don’t settle for good enough. You’re driven to learn and grow and recognize your impact on the customer experience, regardless of your role.

• Bachelor’s degree in marketing, business, or finance preferred or equivalent combination of education or experience.
• 3‑5 years of experience in Treasury/Cash Management, Bank Retail, or Business Banking services including implementation, in‑depth product knowledge, specialty software knowledge, and experience in the financial industry.
• Demonstrated customer relationship management and/or business development experience.
• Strong mathematical and analytical skills, such as performing bank fee analysis.
• Thorough knowledge of impending market shifts, payment processes, financial services products competition, industry challenges, and opportunities.
• Ability to communicate in a clear, professional manner.
• High attention to detail, organization, and resourcefulness.
• Knowledge of related state and federal banking compliance regulations and bank operational policies.

Our employees receive more than 30 days off per calendar year, including 18 days of PTO to begin, an anniversary holiday, birthday holiday, wellness holiday, and 12 observed bank holidays. We offer top‑tier benefits and competitive compensation, discussed up front. We are a certified Great Place to Work with over 2 billion in assets and 17 brick‑and‑mortar locations across all 50 states.