Treasury Management Officer (BDO) - To 145K - Milwaukee, WI - Job 3738B
On-site Milwaukee Full-time Mid-level Treasury
At a glance
Mid-level Treasury role at The Symicor Group. Milwaukee · full-time · up to $145,000 base.
SalaryStated by The Symicor Group
Up to $145,000
Base salary for this role, in USD per year, as published in the posting.
RoleTreasury
SeniorityMid-level
LocationMilwaukee
WorkplaceOn-site
EmploymentFull-time
Base payup to $145,000
PostedFeb 11, 2026 · 8mo ago
Role brief
financeroles summary, based on the employer's posting.
What you'll do
- Find new commercial clients and increase revenue across your treasury management portfolio
- Build sales opportunities with lenders and other partners for treasury management solutions
- Use industry trends, product ideas and client reviews to shape consultative sales conversations
- Plan outreach to prospects and current customers, then track pipeline accuracy and sales activity
- Grow fee income while meeting new-business, call and client-retention goals
What you bring
- A business or finance degree, or a related qualification or equivalent experience
- At least five years selling treasury management services
- A record of growing deposits and managing a sales territory
- Strong treasury product knowledge, plus the ability to assess credit and operational exposure
Who this fits
This role suits someone with established treasury sales experience who can develop commercial relationships and manage a market territory. The position is based on-site in Milwaukee.
From the employer
Treasury Management Officer (BDO) – To $145K – Milwaukee, WI – Job # 3738B
Who We Are
The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!
We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.
The Position
Our client is seeking to fill a Treasury Management Officer (BDO) role to be based in the Milwaukee, WI market. The selected candidate will be responsible for business development, consultative sales, and relationship management with commercial clients.
The position includes a generous salary of up to $145K plus bonus and an excellent benefits package. (This is not a remote position)
Treasury Management Representative responsibilities include:
Achieving new sales targets and portfolio revenue growth objectives.
Partnering with lenders and others to target and build opportunities for Treasury Management solutions.
Influencing and enriching the sales process through industry trend analysis, product innovation, and consultative relationship reviews.
Executing a strategic market-based sales plan to target prospects and existing customers.
Achieving annual performance metrics for new business sales, call expectations, and retention of strategic client relationships.
Growing non-interest income.
Managing pipeline for accuracy.
Representing Treasury Management in internal and external settings.
Building brand awareness.
Performing other duties as assigned.
Who Are You?
You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.
You also bring the following skills and experience:
BA/BS degree in Business, Finance, or related degree or equivalent.
Five or more years of proven treasury management sales experience.
Certified Treasury Professional (CTP) or Certified Cash Management (CCM) certification preferred.
Proven ability to drive deposits.
Experience with territory management in sales.
High level of Treasury Management product knowledge and product innovation.
Knowledge of credit and operational risk-ability to quantify potential exposure.
Industry or vertical market expertise.
Strong knowledge of market/industry trends.