Sauk Valley Bank
Treasury Management Sales Officer
Sauk Valley Bank, Janesville, Wisconsin, United States, 53546
The Treasury Management Sales Officer at Sauk Valley Bank drives deposit growth and fee income by delivering customized treasury solutions to business customers. The role focuses on generating new treasury management business, maintaining relationships with existing customers, identifying customer needs, developing strategic relationships, and promoting the bank’s suite of cash management products and services. The ideal candidate is a proactive business developer with strong consultative sales skills and a deep understanding of treasury operations in a community banking environment.
The position also ensures compliance with all Sauk Valley Bank policies and procedures, as well as all applicable state and federal banking regulations.
ESSENTIAL DUTIES
Develop and execute a strategic sales plan to engage and close business with C-level executives (CFO, CEO, CIO, etc.)
Identify and qualify high-value business opportunities through research, networking, and outbound prospecting
Build trusted advisor relationships with senior decision‑makers to understand their business challenges and align solutions
Drive revenue growth by prospecting new treasury management business, retaining and expanding existing customer relationships, and collaborating with other business units to achieve departmental and company goals
Proactively identify treasury management sales opportunities, leads, and/or product upgrades within an existing portfolio
Promote treasury services internally to enhance cross‑organizational collaboration and drive quality referrals and new customer acquisitions
Participate and provide input on treasury management product development and pricing by providing client feedback, competitive market/industry information, and business requirements
Drive business development efforts in collaboration with various stakeholders to achieve financial targets and enhance customer experience
Actively engage in community networking to expand brand awareness and foster new relationships
Must comply with current applicable laws, regulations, and bank policies and procedures. Comply with all safety policies, practices and procedures. Report all unsafe activities to supervisor and/or Human Resources.
SECONDARY DUTIES The position of Treasury Management Sales Officer performs duties specific to the position and other functions as assigned.
SUPERVISORY RESPONSIBILITY The position of Treasury Management Sales Officer is not responsible for the supervision of any employee(s).
MINIMUM REQUIREMENTS
Bachelor’s degree in Business, Finance, or related field (or equivalent experience)
3+ years of treasury management or commercial banking experience
Proved track record of consultative sales and relationship management
Strong knowledge of cash management products (ACH, wires, remote deposit, fraud tools, etc.)
Excellent communication, presentation, and negotiation skills
Ability to work independently and collaboratively across departments
Proficiency in CRM systems and Microsoft Office Suite
CTP (Certified Treasury Processional) designation preferred
Experience in a community bank or regional financial institution preferred
Familiarity with small business and middle‑market client segments preferred
Effective organizational and time management skills
Ability to work with general supervision while performing duties
Current driver's license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities
The incumbent must be able to perform this position safely, without endangering the health or safety to him/herself or others.
Sauk Valley Bank is an Equal Opportunity Employer. SVB is committed to the provision of equal opportunity employment for all qualified persons in all job classifications in recruitment, selection and promotion without regard to race, color, religion, gender, gender identity, sexual orientation, parental status, national origin, age, disability, military status, veteran status or any other protected status. Submission of this information is voluntary and is not considered in employment decisions. This information will be kept separate from the employment files and is considered confidential.
Sauk Valley Bank offers medical, short‑term disability, long‑term disability, life, vision, dental and 401(k) benefits to all full‑time positions. PTO will vary depending on the level of the position. This position is not eligible for incentive.
Management reserves the right to change this position description at any time according to business needs.
Salary Range: $55,000 to $75,000 annually depending on experience
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The position also ensures compliance with all Sauk Valley Bank policies and procedures, as well as all applicable state and federal banking regulations.
ESSENTIAL DUTIES
Develop and execute a strategic sales plan to engage and close business with C-level executives (CFO, CEO, CIO, etc.)
Identify and qualify high-value business opportunities through research, networking, and outbound prospecting
Build trusted advisor relationships with senior decision‑makers to understand their business challenges and align solutions
Drive revenue growth by prospecting new treasury management business, retaining and expanding existing customer relationships, and collaborating with other business units to achieve departmental and company goals
Proactively identify treasury management sales opportunities, leads, and/or product upgrades within an existing portfolio
Promote treasury services internally to enhance cross‑organizational collaboration and drive quality referrals and new customer acquisitions
Participate and provide input on treasury management product development and pricing by providing client feedback, competitive market/industry information, and business requirements
Drive business development efforts in collaboration with various stakeholders to achieve financial targets and enhance customer experience
Actively engage in community networking to expand brand awareness and foster new relationships
Must comply with current applicable laws, regulations, and bank policies and procedures. Comply with all safety policies, practices and procedures. Report all unsafe activities to supervisor and/or Human Resources.
SECONDARY DUTIES The position of Treasury Management Sales Officer performs duties specific to the position and other functions as assigned.
SUPERVISORY RESPONSIBILITY The position of Treasury Management Sales Officer is not responsible for the supervision of any employee(s).
MINIMUM REQUIREMENTS
Bachelor’s degree in Business, Finance, or related field (or equivalent experience)
3+ years of treasury management or commercial banking experience
Proved track record of consultative sales and relationship management
Strong knowledge of cash management products (ACH, wires, remote deposit, fraud tools, etc.)
Excellent communication, presentation, and negotiation skills
Ability to work independently and collaboratively across departments
Proficiency in CRM systems and Microsoft Office Suite
CTP (Certified Treasury Processional) designation preferred
Experience in a community bank or regional financial institution preferred
Familiarity with small business and middle‑market client segments preferred
Effective organizational and time management skills
Ability to work with general supervision while performing duties
Current driver's license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities
The incumbent must be able to perform this position safely, without endangering the health or safety to him/herself or others.
Sauk Valley Bank is an Equal Opportunity Employer. SVB is committed to the provision of equal opportunity employment for all qualified persons in all job classifications in recruitment, selection and promotion without regard to race, color, religion, gender, gender identity, sexual orientation, parental status, national origin, age, disability, military status, veteran status or any other protected status. Submission of this information is voluntary and is not considered in employment decisions. This information will be kept separate from the employment files and is considered confidential.
Sauk Valley Bank offers medical, short‑term disability, long‑term disability, life, vision, dental and 401(k) benefits to all full‑time positions. PTO will vary depending on the level of the position. This position is not eligible for incentive.
Management reserves the right to change this position description at any time according to business needs.
Salary Range: $55,000 to $75,000 annually depending on experience
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