Treasury Management Sales Officer en Fortifi Bank

Description

At Fortifi Bank we believe that each team member is essential to Fortifi Bank’s 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 that is dedicated to "Growin' Wisconsin" - one person, one business, and one relationship at a time. Our team does things the Fortifi Way, providing a unique perspective on client service and keeping our Core Values at the forefront of everything we do. We fuel progress in our neighborhoods and are committed to our communities, by giving back and volunteering our time to support local initiatives. 

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 to coordinate sales efforts & ensure seamless onboarding for new TM clients
• Educate clients and internal teams on TM products, features, benefits, and best practices
• Track and report sales activities and revenue growth 
• Follow all bank policies and procedures to ensure compliance with regulations and security protocols  

Benefits:

• Team-oriented culture, with an eNPS well above industry standard
• Health, dental, and vision insurance
• 401(k) and employer match
• Paid time off, volunteer PTO, and birthday PTO
• Life and disability insurance
• Tuition reimbursement & professional development opportunities
• Wellness program
• 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 preferred
• Excellent communication & presentation skills
• Ability and willingness to travel to all branch locations
• Commitment to maintain confidentiality & ethical standards
• Strong analytical & problem-solving skills 
• Proven track record of meeting or exceeding sales goals
• Ability to successfully complete background and credit check

If you feel Fortifi Bank is a great fit for you and you’d like to learn more about us and this role, please don’t hesitate to apply. Be a part of Growin’ Wisconsin!