United States Treasury Job Listings

Treasury Management Officer - To 125K + Bonus - Milwaukee, WI - Job 336263393556450307120

The Symicor Group

Treasury Management Officer - To 125K + Bonus - Milwaukee, WI - Job 3362

Milwaukee, WI, USA

Treasury Management Officer – To $125K + Bonus – Milwaukee, WI – Job # 3362 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, 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 role based in the Milwaukee, WI market. The selected candidate will be responsible for business development, consultative sales, and relationship management to commercial clients. The position includes a generous salary of up to $125K plus a bonus and an excellent benefits package. Treasury Management Officer 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 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 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. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

$0-125,000

Treasury Management Subject Matter Expert63392018348801121

Qode

Treasury Management Subject Matter Expert

New Jersey, USA

Position Overview: We are seeking a highly skilled Subject Matter Expert (SME) with specialized knowledge of Treasury Management and Business Banking. This SME will provide strategic insights and actionable recommendations to enhance Treasury and Business Banking initiatives, product development, client segmentation, and digital transformation efforts. The ideal candidate will also bring strong sales and pre-sales experience to support go-to-market execution, client engagements, and revenue growth initiatives across business banking and treasury services. Key Responsibilities: Provide deep domain expertise on Treasury Management and Business Banking product suite, including cash management, payments, liquidity solutions, fraud mitigation, and digital banking platforms. Collaborate with cross-functional teams (product, marketing, sales, operations, digital, and compliance) to shape the strategy and optimize client experiences. Evaluate competitive landscape and market trends to inform strategic positioning and product differentiation. Advise on enhancements to existing product offers and help identify opportunities for innovation and expansion. Support creation and refinement of deliverables, including customer personas, value propositions, sales enablement tools, training content, and launch readiness plans. Act as a trusted advisor on regulatory, operational, and risk considerations impacting treasury and business banking solutions. Participate in stakeholder meetings and workshops, translating technical banking insights into actionable business recommendations. Thought Leadership Able to understand client needs, develop proposed solutions, and deliver high-impact initiatives by consulting and partnering with our clients to help them support and transform their Treasury Management and Business Banking Business and advance their position in the market. Build client relationships to sustain Incedo’s profile as a long-term trusted advisor and partner. Develop unique points of view on Treasury Management and Business Banking topics relevant to our clients such as improving client satisfaction, achieving sales and revenue targets, and operational efficiency. Manage and coach junior team members while continuing to grow your own expertise to help Incedo maintain its thought leadership position. Sales & Origination Originate, qualify, and close new opportunities for Incedo with our Banking and Capital Markets clients especially in the area of Treasury Management and Business Banking (product suite, including cash management, payments, liquidity solutions, fraud mitigation, and digital banking platforms), including sales (advisor) enablement, go-to-market strategies, direct to consumer growth, lead management, and sales operating model design. Drive pipeline opportunities from initial idea to contract to implementation, leveraging the best capabilities and offerings across Incedo Manage performance and profitability of sold deals, and identify opportunities for extension, cross-sell, or up-sell. Required Qualifications: 10+ years of experience in business banking and/or treasury management, with strong knowledge of the banking ecosystem preferred. Prior experience in a subject matter expert, product management, consulting, or GTM advisory role within a financial institution or fintech. Proven sales and/or pre-sales experience supporting commercial banking or treasury solutions, including direct client interaction, RFP/RFI responses, solutioning, and contributing to revenue generation. Deep understanding of treasury frameworks, customer segmentation strategies, and commercial banking client needs (SMB through mid-market). Experience partnering with sales teams to develop value-based propositions, respond to client-specific requirements, and support product demonstrations. Familiarity with relevant banking regulations (e.g., ACH, NACHA, KYC/AML, PSD2, etc.) and risk/compliance considerations. Strong analytical, communication, and stakeholder management skills. Ability to synthesize complex financial products into clear, client-centric messaging and insights. Experienced with managing executive level client relationships, acting as a trusted advisor, while managing junior team members to deliver high-quality solutions. Ready to dive deep into problem solving using creative and analytical thinking to transform challenges into opportunities. Energized by working in an agile, fast-paced environment and are at your best when collaborating with a team. Familiar with the selling processes and have pitched proposals and solutions to help solve client challenges. Preferred Qualifications: Previous consulting or pre-sales engineering experience with a U.S. commercial bank or fintech serving business clients. Knowledge of digital transformation trends and innovations in cash management and business banking. MBA or relevant financial certifications (e.g., CTP, CFA, PMP) are a plus

Negotiable Salary

Celsius

Sr. Treasury Analyst

Boca Raton, FL, USA

Celsius, based in Boca Raton, FL, is a global consumer packaged goods company with a proprietary, clinically proven formula for its master brand CELSIUS®, a lifestyle energy drink brand born in fitness and a pioneer in the rapidly growing energy category. Celsius Holdings, Inc. also includes Alani Nu, a premium active nutrition and better-for-you brand, further expanding our reach across the health and wellness space. At Celsius, we pride ourselves in providing our employees with a culture and atmosphere of inclusiveness that challenges individuals to be thought leaders, innovators, and game changers—as every employee is an owner of the CELSIUS® brand upon joining the organization. If you are looking for an exciting opportunity to join a fast-growing team in a role that provides professional and personal growth, we encourage you to apply to our Senior Treasury Analyst opening. We promptly review all applications. Highly qualified candidates will be contacted for interviews. This is an in office, full time position at the CELSIUS HQ in Boca Raton, Florida. Ready to energize your career? Join a team that’s pushing boundaries and redefining what it means to LIVE FIT. Position Overview: The Senior Treasury Analyst plays a critical role in managing the organization’s cash operations and liquidity strategy. This role is responsible for the execution and oversight of daily cash management operations, supports liquidity planning, and the optimization of banking structures. This role will liaise with the Accounts Payable function to ensure timely and accurate payments to suppliers. The incumbent ensures the organization maintains financial flexibility, mitigates risk exposure, and enhances operational efficiency in alignment with treasury best practices. Location: Boca Raton, FL (Onsite @ HQ Daily) Role Type: Full-Time, In-Office Requirements Bachelor’s degree in Accounting, Finance, or a related field. 3–5+ years in treasury or related financial roles. Skilled in managing competing priorities and building new workflows. Must have established background in Procure to Pay process. Strong analytical and organizational skills as well as close attention to detail. Knowledge of U.S. GAAP and Internal Controls. Process Management skills. Intermediate to advanced Office 365 skills (Word, Excel, Outlook). Ability to communicate effectively, orally and in writing, at all levels of responsibility. Capability to thrive in a fast-paced environment, both independently and collaboratively. Demonstrated ability to break down problems, investigate root causes and identify timely resolutions. Demonstrable understanding of accounting concepts. Transactional and analytical experience. Experience with SOX and SDLC requirements preferred. Experience with Great Plains software a plus. Key Responsibilities: Cash Management: Monitor daily cash position, optimize cash flow, and ensure adequate liquidity for operations. Forecasting: Prepare short- and long-term cash flow forecasts and variance analyses. Treasury Reporting: Prepare treasury dashboards and report on treasury related KPIs monthly. System Management: Utilize treasury management systems (TMS) and banking platforms. Risk Management: Monitor and mitigate financial risk, including detailed review of AP payment batches. Internal Controls: Ensure compliance with SOX and internal control standards. Project Support: Support or lead treasury-related projects, such as bank transitions, automation, or process improvement. Oversee daily operations related to cash disbursements, collections, and banking transactions. Support team members managing invoices, vendor payments, and account reconciliations. Manage activities tied to financial compliance, such as tax reporting (e.g. 1099s), unclaimed property, accruals, and expense allocations. Ensure accurate processing of payments including vendor invoices, customer refunds, and escheatment. Maintain and improve procedures related to treasury operations, ensuring robust internal controls and risk mitigation. Participate in company-wide projects, including system implementations, process enhancements, and strategic financial planning. Stay current on industry best practices and technology innovations relevant to treasury and operational finance. Coordinate month-end closing tasks and ensure financial accuracy and timely reporting. Analyze budget performance monthly and provide variance feedback to financial planning stakeholders. Assist Cash Management Team with any ad hoc research and reporting projects. Develop and maintain monthly trend reports (DPO). Contribute to external financial reporting needs, including quarterly and annual filings as required. Benefits Comprehensive Medical, Dental & Vision benefits Long- and short-term disability Life insurance 10 Vacation days per year, subject to accrual policy 11 Company paid holidays 401(k) with Company match Identity theft and legal services The base pay range for this position is for a successful candidate within the state listed. The successful candidate’s actual pay will be based on multiple factors, such as work location, job-related knowledge, skills, qualifications, and experience. This position may be eligible for other compensation, including bonuses and Restricted Stock Units (subject to company plans). Celsius Holdings, Inc. celebrates diversity and is committed to creating an inclusive environment for all employees. We are proud to provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to age, ancestry, citizenship, color, family or medical care leave, gender identity or expression, genetic information, immigration status, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran or military status, race, ethnicity, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable local laws, regulations and ordinances. We believe strongly in fostering a safe, fair and respectful work environment. If you need assistance and/or a reasonable accommodation due to a disability during the application process, please reach out to careers@celsius.com. The above information has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

Negotiable Salary