Bank First

Treasury Mgmnt Business Development Officer

Bank First$74K — $100K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3 years of banking experience
  • Bachelor’s Degree or equivalent education and experience
  • Strong analytical skills
  • Knowledge of financial markets
  • Ability to build and maintain client relationships

Responsibilities

  • Develop new client relationships through bank introductions and self-sourcing
  • Generate growth in deposits and fee income with tailored solutions
  • Review and service client portfolio, including working capital analysis
  • Manage portfolio profitability and exception pricing
  • Conduct Risk Management reviews for various services
  • Introduce clients to additional service lines
  • Participate in training and instruction sessions

Benefits

  • Comprehensive benefits supporting overall wellbeing
  • Incentive eligibility for all roles except Co-Op, Intern, or Student positions
Full Job Description
The Treasury Management Advisor II is a financial professional that specializes in providing guidance and support to clients in managing their treasury operations. The incumbent will work closely with businesses and organizations to optimize their cash flow, liquidity, and risk management strategies. Responsibilities include analyzing financial data, developing cash management solutions, recommending investment strategies, and ensuring compliance with regulatory requirements. This role requires strong analytical skills, knowledge of financial markets, and the ability to build and maintain client relationships. Essential Functions/Responsibilities • Develop new client relationships by both Bank Partner introductions and directly self-sourced. • Generate organic growth in both deposits and fee income through thoughtful solutions minded direction to achieve stated annual goals. • Review, service and maintain client portfolio including Working Capital Analysis of client relationships along with other internal stakeholders. • Review Portfolio profitability; manage all exception pricing and account structure to minimize Bank’s non-standard adjustments. • Complete Risk Management reviews for ACH, Credit Card, and RDC Services. • Introduce customers to other service related lines of business. • Attend all Bank sourced training and instruction sessions as applicable to Treasury Management. Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job • 3 years of banking experience. • Bachelor’s Degree or equivalent combination of education and experience. Preferred Knowledge and Skills Level of Complexity and Scope • Performs work that requires analysis of complex information to devise client delivery solutions. Degree of Independence and Decision-Making • Regularly uses evaluation, judgement, and interpretation to select the right course of action within established guidelines. • Works with limited supervision and has work reviewed when necessary. Required Supervisory Responsibilities • No direct supervisory responsibilities • May help guide/mentor lower level Treasury Management Advisors Physical Requirements • Frequently lifts and carries up to 10 lbs. • Frequently sits, stands, walks and drives. • Ability to regularly travel within assigned market to meet with clients and internal partners • Ability to travel outside of market as needed Compliance Statement The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements. Development and Training Pay Range: $74,000.00/year - $100,000.00/year Benefits We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our . Incentive Eligibility All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.

About Bank First

Bank First is a community bank that provides personal and business banking services. The bank was founded in 1894 and is headquartered in Manitowoc, Wisconsin. Bank First offers a range of financial products and services, including checking and savings accounts, loans, mortgages, and investment services. The bank has over 20 locations throughout Wisconsin and Michigan. Bank First is committed to providing exceptional customer service and building long-term relationships with its customers.
Learn more about Bank First
Size
287 employees
Market Cap
$825.1 million
Industry
5 Year Trend
+17.1%
NASDAQ

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