Peoples State Bank
  • Wauwatosa, WI, USA
  • Salary
  • Full Time

Health, Dental, Vision, 401k, Profit Sharing, Bank-wide Incentive Program, Flexible Spending Accounts, Life, Disability, Paid Time Off, Paid Holidays


Job Location: 8112 West Bluemound Road, Wauwatosa, WI 53213

Hours: Workday is normally 8-5 pm, Monday-Friday, expected to work the hours needed to meet job performance expectations

Job Summary:

Establish new client relationships and expand current client relationships for multiple lines of business or industry segments with treasury management needs. Responsible for generating new deposit accounts and bank revenue by building customer relationships and recommending bank services. Develop partnerships with commercial and retail bankers to generate and grow a profitable business.

Primary Duties and Responsibilities:

  • Collaborate with commercial bankers to cross sell Peoples State Bank's treasury management products and services such as ACH origination, remote deposit capture, sweeps and merchant services. Develop a strategic sales plan in coordination with commercial bankers and maintain an active call program for prospective new customers.
  • Manage a portfolio of treasury management clients and develop new business by offering appropriate solutions to customer needs. Understand the client's business environments, strategies and industry to provide the best solution for their situation.
  • Promote sales through frequent client meetings and discussions covering new products, market and industry developments. Evaluate customer needs, recommend banking products and coordinate implementation of Treasury Management products.
  • Manage the sales process to include proposal creation and implementation.
  • Ensure timely and accurate pipeline reporting to the VP of Treasury Management. Input and update treasury pipeline activity for the VP of Treasury Management in the customer relationship management program.
  • Assist with the communication of price adjustments to customers.
  • Help resolve treasury management service issues if needed.
  • Maintain a working knowledge of compliance, bank loan policy and related banking regulations.
  • Participate in community events and activities to support Pride in Peoples.
  • Perform additional duties as assigned.

Desirable Education, Experience and Skills:

  • Bachelor's degree or associate degree and/or 2-5 years prior sales experience in related field. Prior experience with banking or finance industry software a plus.
  • Strong sales, customer service and problem-solving skills.
  • Must be innovative, well organized, attentive to detail and analytical.
  • Ability to meet deadlines.
  • Working knowledge of computers and software with the ability to quickly learn new technology.
  • Good verbal communication skills as evidenced by the ability to interact both face-to-face and over the telephone with customers and co-workers. 
  • Good written communication skills including proofreading and editing skills.
  • Demonstrated ability to use discretion, tact, and diplomacy, and a "professional" personal appearance, when dealing with customers and co-workers.
  • Ability to perform mathematical operations as needed.
  • Ability to work independently and execute objectives.
  • Must be willing to travel on a regular basis.

We are an Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities.

Peoples State Bank
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