Treasury Management Relationship Officer

Prevail Bank•Eau Claire, WI

About The Position

The Treasury Management Relationship Officer drives new business, commercial deposit growth, and deeper client relationships through treasury management expertise. The role independently prospects for new clients and serves as the treasury management business partner to commercial lenders, the Business Development Officer, and branch teams. It 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. The officer develops commercial relationships, recommends tailored banking solutions based on clients’ cash flow and payment needs, manages sales and referral pipelines, and coordinates with internal partners on sales, implementation, training, and follow-up. The role also supports staff with business online and treasury management questions, conducts or coordinates customer site visits and reviews, keeps abreast of ACH rules and procedural changes, and follows applicable bank policies and regulations.

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, and ability to connect product capabilities to client cash flow and payment needs.
Consultative sales and relationship-building skills, including new business development, client presentations, and collaboration with internal partners.
Maintain strict confidentiality of customer and bank information during and after employment.
Strong problem-prevention and problem-solving skills, including defining problems, collecting data, establishing facts, drawing conclusions, and implementing 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 and complete work according to deadlines.
Proficiency with computer programs including MS Office, Outlook, and Internet Explorer.
Valid driver’s license and vehicle for site visits, prospect calls, and other necessary travel.

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, then 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 a prospect and referral pipeline, track sales activity and follow-up, and meet or exceed monthly and annual targets for deposits, client acquisition, and treasury management services.
Partner with commercial lenders, Relationship Managers, branch teams, and Marketing to develop referrals and coordinate sales efforts.
Maintain expertise in the bank’s treasury management and business electronic banking offerings and provide clear client recommendations.
Serve as a resource for staff questions on business online products and treasury management solutions, providing guidance and training to strengthen needs identification and referrals.
Conduct independent and joint business development calls at client and prospect locations, lead treasury management discussions, present solutions, and follow through to secure business.
Work 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, required agreements, implementation communications, 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.