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Treasury Management Business Development Officer

Treasury Management Business Development Officer

Peoples State BankMilwaukee, WI, USA
30+ days ago
Job type
  • Full-time
  • Quick Apply
Job description

LOCATION : Milwaukee, WI

HOURS : Monday through Friday 8-5 PM

Are you ready to elevate your career in a role that blends innovation with strategy? As a Treasury Management Business Development Officer at Peoples State Bank in the vibrant city of Milwaukee, WI, you'll embark on a journey that drives growth for our clients and the bank alike. Here, you'll have the chance to create tailored financial solutions, build lasting relationships, and make a real difference in the community.

The opportunity to collaborate with a knowledgeable team that shares your passion for customer-focused service awaits you. You will receive great benefits such as Medical, Dental, Vision, 401(k), Life Insurance, Health Savings Account, Flexible Spending Account, Competitive Salary, Paid Time Off, Volunteer Paid Time Off, Birthday Day Off, Fresh Focus Day Off, Paid Holidays, Bank-wide Incentive Plan, and Employee Stock Purchase Plan. Join us in redefining treasury management and showcase your ingenuity while being part of a supportive team culture.

Peoples State Bank : Our Story

Peoples State Bank's vision is to "be the community bank that all others strive to be." That starts with our employees, who are customer-focused in all that we do. Being honored by American Banker magazine as one of the "Best Banks to Work For" in America is a recognition our employees are incredibly proud of. They bring enthusiasm to do right by our customers every day. Peoples is an employer of choice in Wisconsin, providing exceptional benefits, flexibility, and teamwork that brings out the best in our employees.

Your day to day as a Treasury Management Business Development Officer

As a Treasury Management Business Development Officer, you will be at the forefront of driving growth for our treasury management services at Peoples State Bank. This pivotal role involves partnering closely with corporate clients to gain a deep understanding of their cash management needs and offering tailored solutions that enhance liquidity, minimize risk, and boost operational efficiency. You'll expand our treasury management portfolio by preparing engaging sales presentations and nurturing existing relationships, always ensuring customer satisfaction is a top priority. By identifying market opportunities among businesses generating up to $50 million in revenue annually, you'll play a crucial role in attracting new clients.

Collaborating with internal teams, you'll deliver innovative solutions and actively participate in crafting strategies that achieve sales targets, all while enhancing our clients' overall experience. Join us in making a significant impact through your expertise and passion for customer-centric service!

What you need to be successful

To thrive as a Treasury Management Business Development Officer at Peoples State Bank, you'll need a robust blend of skills and experience. A Bachelor's or associate degree in finance is essential, along with at least 5 years of prior sales experience, ideally within banking. Your strong sales and negotiation abilities will be crucial for building lasting relationships and closing deals.

Being innovative and detail-oriented will help you analyze financial data effectively and develop tailored solutions for our clients. Excellent verbal and written communication skills are a must, as you'll interact frequently with clients and colleagues. A working knowledge of computers and software, along with the ability to learn new technology quickly, is vital.

You should display discretion, tact, and diplomacy in all interactions, be able to work independently, and also collaborate effectively in a team. A willingness to travel regularly is necessary for this dynamic role.

Knowledge and skills required for the position are :

  • Bachelor's or associate degree in finance and / or 5+ years prior sales experience in related field. Banking experience preferred.
  • Strong sales and negotiation skills
  • Must be innovative, well organized, attentive to detail, and analytical.
  • Ability to analyze financial data, assess client needs, and develop tailored solutions.
  • Excellent verbal and written communication skills.
  • Working knowledge of computers and software with the ability to quickly learn new technology.
  • Ability to work independently and execute objectives.
  • Demonstrated leadership skills and ability to work within a group setting.
  • Must be willing to travel on a regular basis.

To learn more about why you should join Peoples State Bank visit here :

We are an Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities.

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Treasury Management Officer • Milwaukee, WI, USA

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