Treasury Management Representative - To 150K - Milwaukee, WI - Job 3835-14701
On-site Milwaukee Mid-level Treasury
At a glance
Mid-level Treasury role at The Symicor Group. Milwaukee · up to $150,000 base.
SalaryStated by The Symicor Group
Up to $150,000
Base salary for this role, in USD per year, as published in the posting.
RoleTreasury
SeniorityMid-level
LocationMilwaukee
WorkplaceOn-site
Base payup to $150,000
PostedSep 11, 2026 · 5w ago
Role brief
financeroles summary, based on the employer's posting.
What you'll do
- Win new treasury business and expand revenue across your client portfolio
- Work with lenders to identify prospects and develop opportunities for treasury solutions
- Build a market-focused sales plan for prospective and existing commercial clients
- Review client relationships, industry shifts and product ideas to strengthen consultative sales
- Track pipeline accuracy, grow non-interest income and meet sales, call and retention targets
What you bring
- At least five years selling treasury management services
- A business or finance degree, a related qualification, or equivalent experience
Who this fits
This Milwaukee-based role suits a treasury sales professional with commercial client relationship experience, territory management skills and the ability to drive deposits. It is an on-site position. Certified Treasury Professional or Certified Cash Management credentials are preferred.
From the employer
Treasury Management Representative – To $150K – Milwaukee, WI – Job # 3835-147012
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 Representative 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 $150K 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.