Cash Management Officer

WNB Financial NA•Altoona, WI

1d•Onsite

About The Position

Responsible for identifying, analyzing, selling, and supporting deposit related products and services to current and prospective clients, such as Cash Management, Automated Clearing House (ACH), Remote Deposit Capture (RDC), Positive Pay, Merchant Processing services, ICS/CDARS, and Business Digital Banking services. Understands and completes job responsibilities in accordance with federal and state regulations.

Requirements

A minimum of a two-year degree in finance, business or equivalent required
A minimum of three years’ treasury management experience required.
Demonstrates strategic sales knowledge selling to commercial clients, high level of Treasury Management product knowledge and innovation.
Must possess excellent verbal and written communication skills
computer function and typing skills
strong organization and follow-up skills
basic mathematical skills up to and including fractions
legible handwriting.
Must possess ability to deal effectively with time pressures and stress that can change hourly depending on level of client activity
effective problem solving and research skills.
Must have knowledge of credit and operational risk ability to quantify potential exposure and advise team.

Nice To Haves

four-year degree is recommended.

Responsibilities

Develop and execute strategic sales plans to identify target markets, generate new business, and grow existing client relationships.
Partner with lenders and internal teams to identify opportunities, deliver coordinated solutions, and enhance the overall client experience.
Drive performance against sales and portfolio goals, including new business development, revenue growth, client retention, and activity expectations.
Manage the full client relationship lifecycle, including onboarding, implementation, training, and ongoing support for Cash Management services.
Serve as the primary client contact, delivering a consistent, high-quality experience while maintaining proactive communication and responsiveness.
Lead implementation and client education efforts, ensuring accurate setup, effective use of services, and adoption of best practices.
Act as a trusted advisor, helping clients optimize cash flow, treasury processes, and operational efficiencies.
Identify and expand relationship opportunities by recommending additional products and solutions that deepen engagement and create value.
Monitor client activity and resolve issues, ensuring services are fully utilized and delivering intended results.
Contribute to team and organizational success by sharing insights, supporting growth initiatives, and building brand awareness through networking and community engagement.
Works in partnership with Digital Banking and Deposit Operations areas to review, maintain and enhance Cash Management policies and procedures
Ensures adherence with federal and state regulations
Follow regulatory requirements as it pertains to UMACHA, BSA/AML, Fair Lending and CRA
Serves on bank committees as needed
Represents Cash Management in internal and external settings
Other job-related duties, necessary to carry out the responsibilities of this position