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Treasury Management Sales Officer

Fortifi Bank

Green Bay, Wisconsin, United StatesOn Site

Original Job Summary

Treasury Management Sales Officer

At Fortifi Bank we believe that each team member is essential to our 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 bank’s mission to deliver innovative financial solutions and exceptional service to clients across a diverse geographic footprint.

Join us and become part of a team dedicated to "Growin' Wisconsin" - one person, one business, and one relationship at a time. We operate the Fortifi Way by keeping our Core Values at the forefront and fueling progress in our neighborhoods with community involvement.

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 Bank's TM systems and online banking platforms
  • Conduct outreach and sales efforts across all bank locations
  • Collaborate with frontline and back office teams for seamless onboarding
  • Educate clients and internal teams on TM products, features, and benefits
  • Track and report sales activities and revenue growth
  • Follow bank policies and ensure compliance with regulations and security protocols

Benefits

  • Team-oriented culture with an industry-beating eNPS
  • Health, dental, and vision insurance
  • 401(k) with employer match
  • Paid time off including volunteer and birthday PTO
  • Life and disability insurance
  • Tuition reimbursement and professional development opportunities
  • Wellness program and banking perks

Qualifications

  • 2 - 3 years of experience in financial sales or services
  • Associate or Bachelor's degree in finance or a related field preferred
  • Basic knowledge of TM products and services is a plus
  • Excellent communication and presentation skills
  • Ability and willingness to travel to all branch locations
  • Commitment to confidentiality, ethical standards, and compliance
  • Strong analytical and problem-solving skills
  • Proven track record of meeting or exceeding sales goals
  • Successful completion of background and credit check required

Key skills/competency

  • Treasury Management
  • Sales
  • Client Relationships
  • Financial Solutions
  • Compliance
  • Communication
  • Presentation
  • Analytical
  • Problem-solving
  • Team Collaboration

How to Get Hired at Fortifi Bank

🎯 Tips for Getting Hired

  • Research Fortifi Bank's culture: Review their mission, values, and recent news.
  • Tailor your resume: Highlight financial sales and treasury expertise.
  • Network on LinkedIn: Connect with current Fortifi employees.
  • Prepare for interviews: Practice discussing sales achievements and compliance.

📝 Interview Preparation Advice

Technical Preparation

Review treasury management software functionalities.
Understand online banking platforms basics.
Study cash management product features.
Familiarize with compliance systems.

Behavioral Questions

Describe a past sales challenge overcome.
Explain teamwork in cross-functional projects.
Discuss client relationship building strategies.
Share an experience with meeting sales targets.