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Peoples State Bank · 2 months ago

Treasury Management Business Development Officer

Milwaukee, WI

Full-time

Onsite

Senior Level

5+ years exp

Peoples State Bank is a community-focused financial institution located in Milwaukee, WI, dedicated to providing exceptional service and innovative solutions. As a Treasury Management Business Development Officer, you will drive growth by collaborating with corporate clients to understand their cash management needs and offering tailored financial solutions, while also expanding the bank's treasury management portfolio.

BankingFinancial ServicesInsurance

Responsibilities

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

Expanding the treasury management portfolio by preparing engaging sales presentations and nurturing existing relationships, ensuring customer satisfaction is a top priority

Identifying market opportunities among businesses generating up to $50 million in revenue annually to attract new clients

Collaborating with internal teams to deliver innovative solutions and actively participate in crafting strategies that achieve sales targets, enhancing clients' overall experience

Qualification

Bachelor's degree in finance5+ years sales experienceSalesNegotiation skillsFinancial data analysisWorking knowledge of softwareCommunication skillsDetail-orientedInnovativeLeadership skillsTeam collaboration