Demo

Treasury Management Business Development Officer

Wings Credit Union
Windsor, WI Full Time
POSTED ON 1/6/2025 CLOSED ON 1/25/2025

What are the responsibilities and job description for the Treasury Management Business Development Officer position at Wings Credit Union?

PRIMARY PURPOSE: 

The Treasury Management Business Development Officer is responsible for the growth of business deposit balances and treasury management revenue through joint calling with internal business partners, community networking, and independent outreach as well as through the retention and expansion of existing relationships.

ESSENTIAL FUNCTIONS:

  • Source new opportunities using strong networking and business development skills focused on growing business deposit balances and treasury management revenue.
  • Participate in joint-calling efforts with internal business partners to support their business development efforts and provide a member experience focused on the entire relationship.
  • Proactively manage a portfolio of treasury management members; perform annual relationship review meetings; uncover and refer additional business as required. 
  • With a sense of urgency, create and deliver professional business presentations and recommend solutions based on member need.
  • Develop solid, collaboratively focused relationships with internal support teams to deliver an outstanding member experience.
  • Perform setup and maintenance of business deposit accounts and treasury management products and services, including account analysis, as necessary.    
  • Ensure ACH originator compliance with NACHA rules and regulations. 
  • Stay abreast of industry and treasury management trends to ensure a high level of expertise and competitive knowledge.
  • Stay abreast of NACHA, compliance and regulatory security requirements.
  • Assist management with research and development of additional market strategies.
  • Assist management in the development of new services, modification of existing services.
  • Assist with annual ACH and other regulatory audits.
  • Achieve or exceed all assigned sales and revenue goals.
  • Additional duties as assigned.

EDUCATION and EXPERIENCE: 

  • Minimum of five (5) years treasury management sales experience with a proven history of sourcing new relationships through joint and individual calling and networking.
  • Experience with Fiserv Premier preferred.
  • Track record of achieving or exceeding all assigned sales goals.
  • Self-motivated with strong sales and business development skills.
  • Comprehensive knowledge in all areas of treasury management solutions and operations.
  • Strong proactive relationship management skills.
  • Demonstrated analytical, prioritization, organizational, presentation and communication skills.
  • Work collaboratively to contribute to a positive work environment.
  • Ability to work with limited supervision, manage time, and multitask.
  • Working knowledge of computer software (Microsoft Excel; Word; PowerPoint; Outlook)
  • Bondable.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

Pay Range: $90-$120k plus 15% annual target bonus. The estimated hiring range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and other job-related reasons.

Salary : $90,000 - $120,000

Diverse Business Development Intern
Wisconsin Economic Development Corporation -
Madison, WI
Wisconsin - Business Data Analyst
Wisconsin Economic Development Corporation (WEDC) -
Madison, WI
Business Development
Biewer Lumber -
Madison, WI

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Treasury Management Business Development Officer?

Sign up to receive alerts about other jobs on the Treasury Management Business Development Officer career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$103,237 - $127,418
Income Estimation: 
$130,623 - $161,227
Income Estimation: 
$149,336 - $241,505
Income Estimation: 
$77,000 - $101,611
Income Estimation: 
$106,109 - $140,344
Income Estimation: 
$121,487 - $157,064
Income Estimation: 
$72,617 - $91,880
Income Estimation: 
$90,895 - $112,298
Income Estimation: 
$90,895 - $112,298
Income Estimation: 
$121,404 - $154,662
Income Estimation: 
$106,109 - $140,344
Income Estimation: 
$143,727 - $183,807
Income Estimation: 
$121,487 - $157,064
This job has expired.
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Wings Credit Union

Wings Credit Union
Hired Organization Address Apple Valley, MN Full Time
PRIMARY PURPOSE: This position will market and originate mortgage loans. Independently source mortgage loan referrals an...
Wings Credit Union
Hired Organization Address Apple Valley, MN Full Time
PRIMARY PURPOSE: This position will market and originate mortgage loans. Independently source mortgage loan referrals an...

Not the job you're looking for? Here are some other Treasury Management Business Development Officer jobs in the Windsor, WI area that may be a better fit.

Portfolio Manager - Treasury Management

First Business Bank, Madison, WI

Portfolio Manager – Treasury Management

First Business Bank, Madison, WI

AI Assistant is available now!

Feel free to start your new journey!