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11 days ago
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The-symicor-group-1·11 days ago
11 days ago

Treasury Management Representative - To 150K - Milwaukee, WI - Job 3835-14701

Milwaukee, United States of AmericaRemoteMid · 2-5 yearsAsset Manager

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Must-have skills for this role

  • treasury management
  • business development
  • consultative sales
  • relationship management

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Apply faster with autofill FREEthe-symicor-group-1 uses Workable - autofill it instead of retyping.careers.example.com/applyAutofillingFull namePriya SharmaEmailpriya.sharma@example.comPhone+49 30 1234567LocationBerlGet the extension

What you'll do

  • Achieving new sales targets and portfolio revenue growth objectives.
  • Partnering with lenders and others to target and build opportunities for Treasury Management solutions.
  • Influencing and enriching the sales process through industry trend analysis, product innovation, and consultative relationship reviews.
  • Executing a strategic market-based sales plan to target prospects and existing customers.
  • Achieving annual performance metrics for new business sales, call expectations, and retention of strategic client relationships.
  • Growing non-interest income.
  • Managing pipeline for accuracy.
  • Representing Treasury Management in internal and external settings.
  • Building brand awareness.
  • Performing other duties as assigned.

What they're looking for

  • BA/BS degree in Business, Finance, or related degree or equivalent.
  • Five or more years of proven treasury management sales experience.
  • Proven ability to drive deposits.
  • Experience with territory management in sales.
  • High level of Treasury Management product knowledge and product innovation.
  • Knowledge of credit and operational risk-ability to quantify potential exposure.
  • Industry or vertical market expertise.
  • Strong knowledge of market/industry trends.

Nice to have

  • Certified Treasury Professional (CTP) or Certified Cash Management (CCM) certification preferred.

Summarised by NextRaise from the employer’s description, which follows in full below.

Full description from employer

Treasury Management Representative – To $150K – Milwaukee, WI – Job # 3835-147012

Who We Are

The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!

We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.

The Position

Our client is seeking to fill a Treasury Management Representative role to be based in the Milwaukee, WI market. The selected candidate will be responsible for business development, consultative sales, and relationship management with commercial clients.

The position includes a generous salary of up to $150K plus bonus and an excellent benefits package. (This is not a remote position)

Treasury Management Representative responsibilities include:

  • Achieving new sales targets and portfolio revenue growth objectives.

  • Partnering with lenders and others to target and build opportunities for Treasury Management solutions.

  • Influencing and enriching the sales process through industry trend analysis, product innovation, and consultative relationship reviews.

  • Executing a strategic market-based sales plan to target prospects and existing customers.

  • Achieving annual performance metrics for new business sales, call expectations, and retention of strategic client relationships.

  • Growing non-interest income.

  • Managing pipeline for accuracy.

  • Representing Treasury Management in internal and external settings.

  • Building brand awareness.

  • Performing other duties as assigned.

Who Are You?

You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.

You also bring the following skills and experience:

  • BA/BS degree in Business, Finance, or related degree or equivalent.

  • Five or more years of proven treasury management sales experience.

  • Certified Treasury Professional (CTP) or Certified Cash Management (CCM) certification preferred.

  • Proven ability to drive deposits.

  • Experience with territory management in sales.

  • High level of Treasury Management product knowledge and product innovation.

  • Knowledge of credit and operational risk-ability to quantify potential exposure.

  • Industry or vertical market expertise.

  • Strong knowledge of market/industry trends.

The next step is yours. Email us your current resume along with the position you are considering to:

resumes@symicorgroup.com


Company

The-symicor-group-1
Milwaukee, United States of America

Company facts come from this company's own listings. We only show what the postings themselves carry.

Sourced from The Symicor Group 1's careers site·first seen 14 Sept 2026·last verified 14 Sept 2026·How we source jobs

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