Senior Treasury Management Specialist

1 week ago


Milwaukee Wisconsin, United States The Symicor Group Full time
Position Overview

The Symicor Group is a specialized talent acquisition firm dedicated to connecting top-tier banking and accounting professionals with leading organizations. Our unique approach is rooted in our team's extensive experience in the industry, allowing us to identify and assess the finest talent available.

About the Role

We are currently seeking a Senior Treasury Management Specialist to join our client’s team. This role is pivotal in driving business development, consultative sales, and fostering relationships with commercial clients.

Key Responsibilities:
  • Achieve new sales objectives and enhance portfolio revenue growth.
  • Collaborate with lenders and stakeholders to identify and cultivate opportunities for Treasury Management solutions.
  • Enhance the sales process through thorough industry analysis, innovative product offerings, and comprehensive relationship reviews.
  • Implement a strategic market-driven sales plan targeting both prospects and existing clients.
  • Meet annual performance goals related to new business sales, call expectations, and retention of key client relationships.
  • Increase non-interest income streams.
  • Maintain an accurate sales pipeline.
  • Represent Treasury Management in various internal and external forums.
  • Build and promote brand recognition.
  • Perform additional duties as required.

Candidate Profile

The ideal candidate is driven and eager to shape their own career path. You seek an environment that values your interests and passions, where your job title is just the beginning of your professional journey.

Qualifications:
  • BA/BS degree in Business, Finance, or a related field, or equivalent experience.
  • A minimum of five years of demonstrated experience in treasury management sales.
  • Preferred certifications include Certified Treasury Professional (CTP) or Certified Cash Management (CCM).
  • Proven track record in driving deposits.
  • Experience in territory management within a sales context.
  • In-depth knowledge of Treasury Management products and innovation.
  • Understanding of credit and operational risk, with the ability to assess potential exposure.
  • Expertise in specific industry or vertical markets.
  • Strong awareness of market and industry trends.

Next Steps

We invite you to explore this opportunity further and consider how you can contribute to our client's success.
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