Treasury Management Sales

Bank First National CorporationBeloit, WI

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Overview

Schedule

Full-time

Career level

Senior-level

Remote

On-site

Benefits

Paid Vacation

Flexible/Unlimited PTO

Career Development

Job Description

Why Work at Bank First

At Bank First, we're not just a bank-we're a community. Consistently ranked among the top-performing banks in the U.S. and Wisconsin, and recognized by American Banker as one of the "Best Banks to Work For". We combine professional excellence with a culture that truly values people. When you join Bank First, you're joining a team that invests in your growth, supports your well-being, and celebrates your contributions.

Why You'll Love Working Here

Imagine a workplace where:

Your career growth is supported through training, mentoring, and advancement opportunities
Flexibility allows you to balance work and life without compromise
Your contributions directly impact guests and communities you care about
You're part of a culture built on respect, collaboration, and empowerment

At Bank First, you don't just fill a role-you make a difference. Every interaction matters, and every team member helps shape the experience our guests love.

About the Role: Treasury Management Sales

The Treasury Management Sales position plays a pivotal role in driving low cost, high value deposits, revenue growth, and expanding client relationships within the Treasury Management division. This strategic sales position is responsible for developing and executing sales strategies, optimizing product performance, and delivering exceptional client service. The role requires advanced expertise in treasury management, a strong sales acumen, and effective leadership skills to achieve organizational goals and drive business development.

Key Responsibilities

Sales and Client Acquisition

Develop and implement strategic sales plans to achieve revenue targets and expand market share.
Lead high-stakes client meetings and presentations, effectively showcasing the bank's treasury management solutions.
Identify and target new business opportunities by leveraging market insights and client feedback.

Revenue & Deposit Generation / Optimization

Drive revenue growth through promoting, cross-selling, and up-selling of treasury management products and services to current customers and new prospects.
Analyze market trends and clients' needs to create compelling value propositions and innovative solutions.
Continuously grow low-cost and high value deposits through prospecting, joint calling with Commercial RMs, referrals from current book of business, and growth of current relationships through negotiation of non-interest-bearing funds and deposit rates.

Client Relationship Management

Act as the primary contact for key accounts, ensuring high levels of satisfaction and retention.
Develop strong relationships with decision-makers, understanding their needs and delivering tailored solutions.
Oversee the onboarding and integration of new clients, ensuring a smooth transition and effective implementation.
Perform Annual Relationship Reviews / Health Checks with larger Treasury / Commercial clients in current book of business

Sales Support and Strategy Development

Collaborate with the sales team to design and execute sales strategies and marketing campaigns.
Support and perform prospecting efforts with detailed proposals, RFPs, Networking and competitive analysis.
Create and refine marketing materials and presentations to effectively communicate product benefits and solutions.

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FAQs About Treasury Management Sales Jobs at Bank First National Corporation

What is the work location for this position at Bank First National Corporation?

This job at Bank First National Corporation is located in Beloit, WI, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Bank First National Corporation?

Employer has not shared pay details for this role.

What employment applies to this position at Bank First National Corporation?

Bank First National Corporation lists this role as a Full-time position.

What experience level is required for this role at Bank First National Corporation?

Bank First National Corporation is looking for a candidate with "Senior-level" experience level.

What benefits are offered by Bank First National Corporation for this role?

Bank First National Corporation offers following benefits: Paid Vacation, Flexible/Unlimited PTO, Career Development, and Health & Wellness Programs for this position. Actual benefits may vary depending on the employer's policies and employment terms.

What is the process to apply for this position at Bank First National Corporation?

You can apply for this role at Bank First National Corporation either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.