AVP, Treasury Management Specialist (ID:45336)
Our largest Credit Union client has recently completed an acquisition in western Wisconsin and is looking to add a driven AVP, Treasury Management Specialist to be a face of the organization in that market for all business deposit relationships and TM products.

The AVP, Treasury Management Specialist is responsible for the growth of business deposit balances and treasury management revenue through joint calling, networking, and prospecting new business as well as through the retention and expansion of existing relationships.


ROLES & RESPOSIBILITIES:

  • Source new business opportunities using strong networking and prospecting skills focused on growing business deposit balances and treasury management revenue.
  • Participate in joint-calling efforts with Business and Private Banking to support their business development efforts and provide a member experience focused on the entire relationship.
  • With a sense of urgency, create and deliver professional sales presentations and recommend solutions based on member need.
  • Proactively manage a portfolio of treasury management members; perform annual relationship review meetings; uncover and refer additional business as required.  
  • Develop solid, collaboratively focused relationships with internal sales support teams to deliver an outstanding member experience to our members.
  • Stay abreast of industry and treasury management-specific trends to ensure a high level of expertise and competitive knowledge.
  • Achieve or exceed all assigned sales and revenue goals.
  • Assist with research and development of additional market strategies as requested.
  • Assist management in the development of new services, modification of existing services.
  • Additional duties as assigned.


REQUIRED SKILLS & 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.
  • High School diploma required
  • Experience with Fiserv Premier / UFS 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.
  • Demonstrated respect for co-workers; 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)

About Versique:
At Versique, we believe people are more than a resume. People invent, propel, unearth, and build. They transform teams, markets, industries, and bottom lines. People do more than fill an open position. They open greater potential. We’re here to help fill your human potential and build your human capacity. The Versique brand represents a powerful combination of “versatile” and “unique”, hinting at the concept of “search” in its pronunciation. In 2023, Versique made the Inc. 5000 list of fastest growing private companies, along with the Minneapolis-St. Paul Business Journal’s Fast 50 list for fastest growing private companies in Minnesota. Additionally, for the past 4 years, Versique has been recognized as a Star Tribune Top Workplace and awarded a Best Place to Work in 2022 by the Minneapolis/St. Paul Business Journal, which speaks to the incredible culture we’ve fostered. We believe people are the ultimate business advantage. Let’s find your people together. And make the best possible.

Versique is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors.

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AVP, Treasury Management Specialist (ID:45336)

















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