Treasury Management Sales Officer

Green Bay - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

At Fortifi Bank we believe that each team member is essential to Fortifi Banks success. We are looking for a Treasury Management Sales Officer to drive growth in our commercial deposit and treasury management portfolio. This role will identify opportunities develop client relationships and deliver effective solutions playing a key role in supporting the banks mission to deliver innovative financial solutions and exceptional service to clients across a diverse geographic footprint.

Join us and become part of a team that is dedicated to Growin Wisconsin - one person one business and one relationship at a time. Our team does things the Fortifi Way providing a unique perspective on client service and keeping our Core Values at the forefront of everything we do. We fuel progress in our neighborhoods and are committed to our communities by giving back and volunteering our time to support local initiatives.

Job Details:

Proactively source new TM clients and deepen relations with existing clients
Recommend appropriate cash management payment and fraud prevention solutions
Present and explain TM products to clients and prospects
Manage Fortifi Banks TM systems and online banking platforms
Conduct outreach and sales efforts across all bank locations
Collaborate with frontline and back office teams to coordinate sales efforts & ensure seamless onboarding for new TM clients
Educate clients and internal teams on TM products features benefits and best practices
Track and report sales activities and revenue growth
Follow all bank policies and procedures to ensure compliance with regulations and security protocols

Benefits:

Team-oriented culture with an eNPS well above industry standard
Health dental and vision insurance
401(k) and employer match
Paid time off volunteer PTO and birthday PTO
Life and disability insurance
Tuition reimbursement & professional development opportunities
Wellness program
Banking perks

Qualifications:

2 - 3 years of experience in financial sales or services
Associate or Bachelors degree in finance or a related field preferred
Basic knowledge of TM products and services preferred
Excellent communication & presentation skills
Ability and willingness to travel to all branch locations
Commitment to maintain confidentiality & ethical standards
Strong analytical & problem-solving skills
Proven track record of meeting or exceeding sales goals
Ability to successfully complete background and credit check

If you feel Fortifi Bank is a great fit for you and youd like to learn more about us and this role please dont hesitate to apply. Be a part of Growin Wisconsin!

Required Experience:

Unclear Seniority

At Fortifi Bank we believe that each team member is essential to Fortifi Banks success. We are looking for a Treasury Management Sales Officer to drive growth in our commercial deposit and treasury management portfolio. This role will identify opportunities develop client relationships and deliver e...