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Peoples State Bank · 2 months ago

Treasury Management Business Development Officer

790 North Jefferson Street, Milwaukee, WI, USA

Full-time

Hybrid

Mid, Senior Level

5+ years exp

Peoples State Bank is seeking a Treasury Management Business Development Officer to drive the growth of their treasury management services. This role involves working closely with corporate clients to provide tailored solutions that enhance liquidity and improve operational efficiency, while also expanding the treasury management portfolio and ensuring customer satisfaction.

BankingFinancial ServicesInsurance

Responsibilities

Develop new business Treasury relationships by offering appropriate solutions to customer needs. Understand the client's business environment, strategies, and industry to provide the best solution for their situation. Manage a portfolio of treasury management clients

Promote sales through frequent client meetings and discussions covering new products, market, and industry developments. Evaluate customer needs, recommend banking products, and coordinate implementation of Treasury Management products

Manage the sales process to include proposal creation and implementation

Collaborate with commercial bankers to cross sell Peoples State Bank's treasury management products and services such as ACH origination, remote deposit capture, sweeps and merchant services. Develop a strategic sales plan in coordination with commercial bankers and maintain an active call program for prospective new customers

Ensure timely and accurate pipeline reporting to the Treasury Management Manager. Input and update treasury pipeline activity for the Treasury Management Manager in the customer relationship management program

Assist with the communication of price adjustments to customers

Resolve treasury management service issues as needed, servicing solution

Maintain a working knowledge of compliance, bank loan policy and related banking regulations

Participate in community events and activities to support Pride in Peoples

Assist in training and guidance to the treasury and cash management team

This role may have supervisor responsibilities. If overseeing a team, perform a full range of supervisory/managerial duties of the commercial team including complete adherence to all policies and practices of the bank and its applicable regulatory and governmental agencies

Perform additional duties as assigned

Qualification

Sales experienceTreasury management knowledgeFinancial data analysisBanking software proficiencyCommunication skillsNegotiation skillsLeadership skillsOrganizational skillsAttention to detail