Treasury Management Business Development Officer

Landmark Credit Union•Appleton, WI

17h

About The Position

At Landmark Credit Union, the Treasury Management Business Development Officer (TMBDO) works independently and with Commercial Banking to identify businesses with Treasury Management needs and educate external businesses about the credit union’s Treasury Management products and services. The position plays a vital role in selling and implementing Treasury Management depository products and services, and works closely with multiple departments as a subject matter expert. The successful candidate has sales experience and knowledge of Treasury Management tools and products, business banking and deposit solutions, and online business banking platforms. The role reports to the VP, Treasury Management Manager.

Requirements

Bachelor’s degree in a related field preferred; equivalent combinations of education and experience will be considered.
At least 5 years of banking experience in Business Banking, Cash Management, or Treasury Management.
Demonstrated knowledge of Treasury Management solutions, including products that support business automation, account reconciliation, and efficiencies from banking technology.
Ability to independently generate Treasury Management leads and prospects.
Ability to understand and clearly articulate client needs and deliver solutions.
Proficiency in Microsoft Office Suite, including PowerPoint for presentations.
Ability to exercise independent judgment and discretion while maintaining a high degree of confidentiality.
Excellent oral and written communication, problem-solving, organizational, and negotiation skills, and ability to work independently.
Ability to organize work independently, balance multiple priorities, and manage varied duties in a high-volume environment with strong attention to detail.
Ability to develop a thorough understanding of company policies and procedures relevant to the position and comply with job-related state and federal laws and regulations.

Nice To Haves

Certified Treasury Professional (CTP) designation.

Responsibilities

Identify new Treasury Management relationships externally and internally.
Prepare proposals that include analysis statement reviews and competitive Treasury Management pricing, products, and services.
Cross-sell Treasury Management products and bring new ideas to existing clients.
Retain and deepen existing Member relationships.
Communicate expectations and timelines effectively when onboarding new clients or products.
Review and recommend business deposit products and Treasury Management services based on current and emerging industry trends.
Perform annual reviews and risk assessments for remote deposit capture, wire, and ACH relationships.
Participate in analysis comparisons, sales direction, and business prospect and Member meetings.
Conduct benchmarking analysis and recommend rates and product features.
Perform other duties as assigned.