Treasury Management Sales Specialist

About the role

The Treasury Management Sales Specialist will work directly with Bridgewater Bank branch staff (and paired with commercial banker(s) as assigned) as a liaison regarding Treasury Management products and services. A primary job duty is to ensure branch staff are aware of the features and benefits of Treasury Management products and services and to properly identify referral opportunities. The specialist will promote business accounts and Treasury Management products and services to clients and prospects.

Responsibilities

• Develop relationships, provide education and support to Bridgewater Bank branches regarding business deposits focused on Treasury Management products and services
• Identify and lead referral opportunities presented by branch teams
• Act as a primary contact and resource for Bridgewater Bank branches business clients
• Identify and develop business deposit and Treasury Management opportunities while acting on and closing all leads generated internally and externally
• Attend regular branch meetings, pipeline meetings, and periodic loan committee meetings
• Prepare account/Treasury Management agreements, complete account opening, Treasury Management operations documentation, submit for setup, if necessary
• Follow up with clients to ensure successful onboarding
• Conduct client/prospect needs analysis
• Perform annual reviews/client touch points to review current offerings and promote additional opportunities
• Coordinate efforts for more sophisticated/complex clients with VP/SVP Treasury Management
• Emphasis on driving deposit generation and banking services including: ACH, Online Wire Origination, Remote Deposit, Corporate Credit Cards, Merchant Card Processing, Positive Pay, as well as Checking and Savings accounts
• Participate in networking/business development events
• Duties: 90% support of Treasury Management referral activity, 10% new business development events

Qualifications

• Bachelor’s degree in Business or equivalent work experience and 2+ years of banking experience (preferably in cash management)
• Exceptional business acumen and relationship management skills
• Strong financial management skills and operational expertise
• Excellent written, verbal, and interpersonal communication skills
• Demonstrated ability to handle various types of client inquiries
• Must be able to work independently and coordinate effectively in a team environment
• Knowledge of key vendors a plus: Fiserv, Jack Henry, third parties, etc.

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Parental leave
• 401(k) with employer match
• Paid vacation & paid holidays

Pay

The typical annual base pay range for this role is between $63,700 - $75,200. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance.