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Treasury Management Jobs in Middleton, WI (NOW HIRING)

Coordinate closely with Treasury Management, Retail Banking, Wealth Management, Executive Banking, Mortgage, and other business lines to maximize customer value, deposit growth, fee income ...

Coordinate closely with Treasury Management, Retail Banking, Wealth Management, Executive Banking, Mortgage, and other business lines to maximize customer value, deposit growth, fee income ...

Coordinate closely with Treasury Management, Retail Banking, Wealth Management, Executive Banking, Mortgage, and other business lines to maximize customer value, deposit growth, fee income ...

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Treasury Management information

See Middleton, WI salary details

$49.7K

$106K

$151K

How much do treasury management jobs pay per year?

As of Aug 30, 2026, the average yearly pay for treasury management in Middleton, WI is $106,047.00, according to ZipRecruiter salary data. Most workers in this role earn between $87,300.00 and $121,900.00 per year, depending on experience, location, and employer.

What does a treasury management professional do?

A Treasury Management job involves overseeing a company's financial assets, managing liquidity, and mitigating financial risks. Professionals in this field handle cash flow, banking relationships, investments, and corporate financing to ensure optimal financial health. They also develop strategies for capital management, payments processing, and financial forecasting. Strong analytical skills and knowledge of financial markets are essential for success in this role.

What are the key skills and qualifications needed for treasury management?

To thrive in Treasury Management, you need a solid background in finance or accounting, strong analytical skills, and a keen understanding of cash flow and risk management processes. Familiarity with treasury management systems (TMS), financial modeling software, and relevant certifications such as Certified Treasury Professional (CTP) are highly beneficial. Strong attention to detail, communication, and problem-solving abilities set top performers apart in this role. These competencies are vital to manage a company's financial assets efficiently and ensure liquidity, compliance, and risk mitigation.

How to get into treasury management?

To enter treasury management, candidates typically need a bachelor's degree in finance, accounting, or a related field. Gaining experience in finance, accounting, or banking, along with developing skills in cash management, financial analysis, and familiarity with treasury management systems, is essential. Professional certifications like the Certified Treasury Professional (CTP) can enhance job prospects.

Is treasury management a good career?

Treasury management is a stable career that involves overseeing a company's liquidity, cash flow, and financial risk. It requires skills in finance, accounting, and the use of tools like treasury management systems, with certifications such as Certified Treasury Professional (CTP) often beneficial. The role offers opportunities for advancement and typically involves a standard business schedule.

What career paths are possible in the treasury management?

Treasury management offers career paths such as treasury analyst, treasury manager, cash manager, and treasury director. Progression often involves gaining experience in cash flow analysis, risk management, and financial planning, with certifications like Certified Treasury Professional (CTP) enhancing advancement opportunities.

What does a Treasury Management do?

A Treasury Management professional oversees a company's cash flow, banking relationships, and financial risk management. They use tools like treasury management systems and analyze financial data to optimize liquidity, manage investments, and ensure the company's financial stability.

What are popular job titles related to Treasury Management jobs in Middleton, WI?

For Treasury Management jobs in Middleton, WI, the most frequently searched job titles are:

What job categories do people searching Treasury Management jobs in Middleton, WI look for?

The top searched job categories for Treasury Management jobs in Middleton, WI are:

What cities near Middleton, WI are hiring for Treasury Management jobs?

Cities near Middleton, WI with the most Treasury Management job openings:

Infographic showing various Treasury Management job openings in Middleton, WI as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $106,047 per year, or $51 per hour.

Portfolio Manager - Treasury Management

First Business Financial Services, Inc.

Madison, WI โ€ข On-site

$85 - $120/hr

Other

Posted 12 days ago


Job description

Join us today as a Portfolio Manager - Treasury Management!

Location: Madison, WI onsite position.

We are seeking a client-focused Portfolio Manager - TM to support and grow business banking relationships through exceptional service, treasury management expertise, and proactive account management. This role serves as a trusted partner to commercial clients, managing a portfolio of deposit relationships while collaborating closely with Treasury Management Sales Officers and other business development teams to identify opportunities for growth and deliver tailored banking solutions.

Essential responsibilities for this role include: Client Relationship Management
  • Manage and deepen a portfolio of business deposit relationships.
  • Serve as the primary point of contact for treasury management inquiries, service requests, and issue resolution.
  • Conduct regular client outreach, annual reviews, and relationship calls to identify opportunities and enhance client satisfaction.
  • Analyze client needs and recommend treasury, deposit, and cash management solutions.
Client Onboarding & Account Management
  • Coordinate new client onboarding, including account opening, documentation collection, and treasury product implementation.
  • Ensure accuracy and completeness of client contracts, account documentation, and product setup.
  • Support ongoing account maintenance and service enhancements for existing clients.
  • Monitor exceptions related to pricing, fees, and rates and coordinate updates as needed.
Treasury Solutions & Portfolio Growth
  • Partner with Treasury Management Sales Officers and commercial banking teams to support portfolio growth and crossโ€‘selling efforts.
  • Prepare treasury management proposals, account analysis reviews, pricing models, and client presentations.
  • Evaluate client balances, transaction activity, and service utilization to recommend optimal product solutions.
  • Assist in identifying and qualifying treasury management opportunities within existing relationships.
Product Expertise & Client Support
  • Maintain expertise across all treasury management and deposit products.
  • Educate and train clients on treasury management platforms and digital banking tools.
  • Provide dayโ€‘toโ€‘day support for client questions, requests, and problem resolution.
  • Assist with RFP responses, account reviews, and special projects as needed.
Continuous Improvement
  • Stay informed on industry trends, competitive offerings, and emerging treasury solutions.
  • Recommend product enhancements and process improvements based on client feedback and market developments.
  • Participate in training, planning sessions, and departmental initiatives.
Qualifications
  • Strong relationship management and client service skills.
  • Experience in commercial banking, treasury management, cash management, or business banking preferred.
  • Ability to analyze client needs and recommend appropriate banking solutions.
  • Excellent organizational, communication, and problemโ€‘solving skills.
  • Detailโ€‘oriented with the ability to manage multiple priorities in a fastโ€‘paced environment.
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