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Treasury Management Officer

Associated Bank - Corp
parental leave, paid time off, 401(k)
United States, Wisconsin, Milwaukee
111 West Kilbourn Street (Show on map)
Dec 02, 2024

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.

The Treasury Management Officer (TMO) is responsible for business development and client retention within Associated Bank's Treasury Management (CDTM) division. The primary focus is on generating new fee income and increasing deposit balances, while also supporting existing client relationships.

This person will also:

  • Generate new deposits and fee income from Treasury Management (CDTM) services.

  • Identify and understand clients' needs, matching them with the appropriate treasury services.

  • Develop relationships and negotiate customized pricing to increase market share.

  • Prepare sales presentations, RFPs (Request for Proposals), and conduct CDTM reviews.

  • Maintain and grow existing relationships with Treasury Management clients, including high-volume users.

  • Collaborate with internal teams (Relationship Managers, Client Delivery Specialists, Customer Service) to support clients' needs across banking products, including credit, foreign exchange, and wealth management.

  • Stay informed on industry trends, market conditions, and product offerings.

  • Represent the bank in networking, conferences, and community/business functions to build a strong network and positive image.

  • Provide mentorship and training to junior colleagues to ensure consistency in service and sales activities.

  • Actively participate in team meetings, share market insights, and contribute to achieving team goals.

  • Ensure compliance with internal and external policies, audit requirements, and regulatory standards.

  • Participate in community and business functions to establish connections and build the bank's presence.

  • Establish referral networks within the community, and serve on boards where applicable.

  • Travel nationally on a regular basis.

Education

  • Bachelor's Degree or equivalent combination of education and experience in Business, Finance, or Accounting. Required

Experience

  • 7-10 years Treasury Management relationship, implementation, product or sales with an emphasis on business development. Required

Licenses and Certifications

  • AAP - Accredited ACH Professional. Preferred

  • CTP - Certified Treasury Professional. Preferred

  • Must have access to reliable transportation and the ability to lawfully drive self, if applicable by start date. Required

In addition to core traditional benefits, we take pride in offering benefits for every stage of life.

  • Retirement savings including both 401(k) and Pension plans.

  • Paid time off to volunteer in your community.

  • Opportunities to connect with others through our diversity-focusedColleague Resource Groups.

  • Competitive salaries with professional development and advancement opportunities.

  • Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.

  • Personal banking, loan, investmentand insurance benefits.

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois and Minnesota and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community onFacebook,LinkedInandX.

Compliance Statement

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. 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.

Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.

Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contactleavesandaccommodations@associatedbank.comif you need an accommodation at any time during the process.

Associated Banc-Corp is an Affirmative Action andEqual Opportunity Employer. Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.

Associated Bank isPay Transparencycompliant.

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