Treasury management Officer

Associated Bank • Milwaukee, WI

1d

About The Position

The Treasury Management Officer manages a portfolio of small to mid-sized commercial clients while supporting larger relationship teams. The role develops new business, grows treasury fee income and deposit balances, and retains client relationships through consultative treasury solutions. Working closely with commercial banking teams, the officer serves as a trusted advisor by identifying cash management needs and delivering tailored recommendations.

The position includes analyzing cash flows and transactions, preparing and negotiating service proposals, and coordinating the implementation and onboarding of treasury services with internal operational teams. The officer is accountable for sales, revenue, deposit growth, and client retention goals while maintaining service quality and regulatory compliance.

Requirements

• Bachelor’s degree in Business, Finance, Accounting, or a related field, or an equivalent combination of education and experience.
• Experience in Treasury Management or a related field; business development experience is preferred.
• Strong understanding of core treasury management products.
• Ability to build relationships with clients and internal partners.
• Reliable transportation and ability to lawfully drive, if applicable.

Nice To Haves

• Accredited ACH Professional (AAP) certification.
• Certified Treasury Professional (CTP) certification.

Responsibilities

• Manage a portfolio of small to mid-sized commercial clients while supporting larger relationship teams.
• Prospect and engage clients to develop new business opportunities for treasury and cash management solutions.
• Build client relationships by understanding business needs and recommending appropriate treasury services.
• Analyze cash flows and transactions to identify opportunities and deliver customized solutions.
• Prepare, present, and negotiate treasury service proposals and related documentation.
• Coordinate implementation and onboarding of treasury services with internal operational teams.
• Partner with commercial lenders and relationship managers to generate referrals, uncover opportunities, and support client growth.
• Achieve assigned sales, revenue, deposit growth, and client retention goals while maintaining service quality and regulatory compliance.
• Comply with applicable enterprise policies, laws, and regulations, including Bank Secrecy Act requirements.
• Report suspicious activity, customer complaints, procedure violations, and ethical concerns as required.

Benefits

• Retirement savings plans, including 401(k) and pension plans.
• Paid time off to volunteer in the community.
• Diversity-focused Colleague Resource Groups.
• Professional development and advancement opportunities.
• Well-being programs and incentives.
• Parental leave.
• Employee stock purchase plan.
• Military benefits.
• Personal banking, loan, investment, and insurance benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level