Treasury Management Relationship Officer

Prevail Bank • Wausau, WI

1d

About The Position

The Treasury Management Relationship Officer drives new business, commercial deposit growth, and deeper client relationships through treasury management expertise. The officer independently prospects for new clients and serves as a treasury management business partner to commercial lenders, the Business Development Officer, and branch teams. The role combines proactive prospecting and relationship development with consultative guidance on treasury management and business electronic banking services to achieve sales goals and provide an exceptional client experience.

Requirements

• Bachelor’s degree focused in Business, Finance, Accounting, Marketing, or a similarly related area.
• Strong knowledge of treasury management and business electronic banking solutions, with the ability to connect product capabilities to client cash flow and payment needs.
• Consultative sales and relationship-building skills, including developing new business, delivering client presentations, and collaborating with internal partners to turn referrals into banking relationships.
• Maintain strict confidentiality regarding customer and bank information during and after employment.
• Excellent problem-prevention and problem-solving skills, including the ability to define problems, collect data, establish facts, draw valid conclusions, and implement solutions.
• Excellent verbal and written communication skills.
• Excellent organizational skills.
• Attention to detail, goal orientation, ability to work independently and as part of a team, and ability to prioritize.
• Ability to manage time effectively, meet established deadlines, and prioritize high-priority tasks.
• Proficient computer skills, including programs such as MS Office, Outlook, and Internet Explorer.
• Valid driver’s license and vehicle to attend site visits, prospect calls, and other travel as necessary.

Nice To Haves

• A minimum of 3–5 years of experience in business development, sales, or banking is preferred.
• Experience acquiring and growing commercial relationships and selling treasury management or business electronic banking solutions is preferred.

Responsibilities

• Proactively identify and pursue new commercial relationships through targeted prospecting, networking, referrals, and direct outreach.
• Build and maintain client relationships using a consultative approach to assess business cash flow, payment processes, and financial needs and recommend tailored banking and treasury management solutions.
• Develop and execute business development strategies to grow commercial deposits and expand treasury management relationships through cross-selling.
• Manage an active prospect and referral pipeline, track sales activity and follow-up, and meet or exceed monthly and annual targets for new deposits, client acquisition, and treasury management services.
• Serve as the treasury management business partner to commercial lenders, Relationship Managers, branch teams, and Marketing; develop referral opportunities and coordinate sales efforts.
• Maintain expertise in the bank’s treasury management and business electronic banking offerings and translate product knowledge into clear client recommendations.
• Serve as a primary resource for staff questions about business online products and treasury management solutions, providing guidance and training to strengthen needs identification and referrals.
• Conduct independent and joint business development calls with commercial lenders at client and prospect locations; lead treasury management discussions, present solutions, and follow through to secure new business.
• Partner with bank employees to deepen existing relationships, increase adoption of business electronic banking and treasury management services, and identify additional client needs.
• Coordinate with Treasury Management and operational partners on Business Online setup, client training, and required agreements; maintain client communication through implementation and follow-up.
• Conduct or coordinate required annual site visits, audits, or reviews of commercial customers.
• Keep abreast of ACH rules, regulations, and procedural changes and communicate changes to the supervisor and bank staff.
• Follow procedures and policies that ensure compliance with bank policies and applicable federal and state banking regulatory agency policies.

What This Job Offers

• Job Type: Full-time