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Treasury Professional Jobs in Wisconsin (NOW HIRING)

First Business Financial Services, Inc.

WI · On-site

$110 - $170/hr

Join us today as a Vice President - Treasury Management! First Business Bank is aTop Workplaces USA ... service and professional associations. Essential responsibilities for this role include:

First-Business-Bank

WI · On-site

$120 - $190/hr

Join us today as a Vice President - Treasury Management! First Business Bank is aTop Workplaces USA ... service and professional associations. Essential responsibilities for this role include:

Trustage

Consultant I, Treasury (Hybrid)

Madison, WI · On-site

Certified Treasury Professional (CTP) certification strongly preferred. * Technical expertise in treasury workstation or on-line banking solutions, ad hoc data manipulation (e.g., Excel applications ...

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Treasury Professional information

What is a treasury professional?

Treasury Professionals are finance experts responsible for managing an organization's finances, including cash flow, investments, banking relationships, and financial risk. They ensure the company has enough liquidity to meet its obligations and optimize the use of financial resources. Their duties often include cash management, forecasting, securing funding, and implementing financial strategies to support business goals.

What are some common challenges treasury professionals face when managing cash flow in large organizations?

Treasury Professionals in large organizations often encounter challenges such as forecasting cash flow accurately across multiple business units, navigating fluctuating interest rates, and coordinating with various departments to ensure timely payments and receipts. They must also manage liquidity efficiently to meet operational needs while minimizing idle cash. Effective communication and the use of advanced treasury management systems are key to overcoming these challenges and maintaining smooth financial operations.

What are the key skills and qualifications needed to thrive as a treasury professional, and why are they important?

To thrive as a Treasury Professional, you need strong analytical skills, a solid understanding of financial markets, and a degree in finance, accounting, or a related field. Familiarity with treasury management systems, cash flow modeling tools, and often certifications like CTP (Certified Treasury Professional) are highly valued. Excellent attention to detail, problem-solving abilities, and effective communication are critical soft skills for success. These competencies ensure accurate cash management, risk mitigation, and effective collaboration with stakeholders to support an organization's financial stability.

What is the difference between Treasury Professional vs Treasury Analyst?

AspectTreasury ProfessionalTreasury Analyst
CredentialsTypically requires a degree in finance, accounting, or related field; certifications like CFA or CPA are commonUsually holds a degree in finance, accounting, or economics; certifications are beneficial but not always required
Work EnvironmentWorks in corporate finance departments, handling cash management, risk management, and banking relationshipsFocuses on analyzing financial data, preparing reports, and supporting treasury operations
Employer & Industry UsageEmployed by corporations, financial institutions, and large organizationsCommonly found in corporate finance teams, banks, and consulting firms

The main difference between a Treasury Professional and a Treasury Analyst lies in their responsibilities and experience level. Treasury Professionals typically have broader roles involving strategic decision-making, while Treasury Analysts focus on data analysis and supporting treasury functions. Both roles require similar credentials and are integral to corporate treasury operations.

What are the most commonly searched types of Treasury jobs in Wisconsin?

The most popular types of Treasury jobs in Wisconsin are:

What cities in Wisconsin are hiring for Treasury Professional jobs?

Cities in Wisconsin with the most Treasury Professional job openings:

Treasury Professional jobs near you
Infographic showing various Treasury Professional job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 19% Part Time, and 4% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution.

Treasury Management Officer - Job # 3362

Symicor Group

Milwaukee, WI • On-site

$125K/yr

Full-time

Re-posted 25 days ago

Job description

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