Why Work at Bank First
At Bank First, we’re not just a bank—we’re a community. Consistently ranked among the top-performing banks in the U.S. and Wisconsin, and recognized by American Banker as one of the “Best Banks to Work For”. We combine professional excellence with a culture that truly values people. When you join Bank First, you’re joining a team that invests in your growth, supports your well-being, and celebrates your contributions.
Why You’ll Love Working Here
Imagine a workplace where:
- Your career growth is supported through training, mentoring, and advancement opportunities
- Flexibility allows you to balance work and life without compromise
- Your contributions directly impact guests and communities you care about
- You’re part of a culture built on respect, collaboration, and empowerment
At Bank First, you don’t just fill a role—you make a difference. Every interaction matters, and every team member helps shape the experience our guests love.
About the Role: Treasury Management Sales
The Treasury Management Sales position plays a pivotal role in driving low cost, high value deposits, revenue growth, and expanding client relationships within the Treasury Management division. This strategic sales position is responsible for developing and executing sales strategies, optimizing product performance, and delivering exceptional client service. The role requires advanced expertise in treasury management, a strong sales acumen, and effective leadership skills to achieve organizational goals and drive business development.
Key Responsibilities
Sales and Client Acquisition
- Develop and implement strategic sales plans to achieve revenue targets and expand market share.
- Lead high-stakes client meetings and presentations, effectively showcasing the bank’s treasury management solutions.
- Identify and target new business opportunities by leveraging market insights and client feedback.
Revenue & Deposit Generation / Optimization
- Drive revenue growth through promoting, cross-selling, and up-selling of treasury management products and services to current customers and new prospects.
- Analyze market trends and clients’ needs to create compelling value propositions and innovative solutions.
- Continuously grow low-cost and high value deposits through prospecting, joint calling with Commercial RMs, referrals from current book of business, and growth of current relationships through negotiation of non-interest-bearing funds and deposit rates.
Client Relationship Management
- Act as the primary contact for key accounts, ensuring high levels of satisfaction and retention.
- Develop strong relationships with decision-makers, understanding their needs and delivering tailored solutions.
- Oversee the onboarding and integration of new clients, ensuring a smooth transition and effective implementation.
- Perform Annual Relationship Reviews / Health Checks with larger Treasury / Commercial clients in current book of business
Sales Support and Strategy Development
- Collaborate with the sales team to design and execute sales strategies and marketing campaigns.
- Support and perform prospecting efforts with detailed proposals, RFPs, Networking and competitive analysis.
- Create and refine marketing materials and presentations to effectively communicate product benefits and solutions.
#INDBF
QualificationsWhat We’re Looking For
- Sales Acumen: Proven ability to drive sales growth through effective planning, client acquisition, and strategic sales techniques.
- Client-Centric Focus: Strong commitment to understanding and meeting client needs with customized solutions and building relationships / partnerships.
- Strategic Thinking: Expertise in developing and implementing strategies that align with market trends and organizational goals.
- Analytical Skills: Advanced skills in market analysis, performance tracking, and solution development.
Skills/Knowledge/Abilities
- Bachelor’s degree in business, finance, or a related field; advanced degree or certification (e.g., CTP) preferred.
- Extensive experience in Treasury Management with a demonstrated track record of sales success and revenue growth.
About Bank First
Headquartered in Manitowoc, Wisconsin, Bank First serves communities across Wisconsin and the Illinois Stateline region. Our growth is built on relationship-based banking—getting to know our guests personally and helping them create lasting value.
Our Culture & Vision
We foster curiosity, creativity, and responsiveness while embracing individual differences. Employees are empowered with tools to succeed and supported in their careers. Our vision is to remain the top-performing, independent provider of financial services, delivering personalized solutions and value to guests and communities alike.
Our Values
Relationship Based | Community Focused | Innovative Solutions | Value Driven
Join Bank First and build a career where your contributions matter, your growth is supported, and your work makes a difference every single day.
Skills Required
- Bachelor's degree in business, finance, or related field
- Extensive experience in Treasury Management with track record of sales success and revenue growth
- Proven sales acumen and ability to develop/execute strategic sales plans
- Client relationship management and onboarding experience with commercial/treasury clients
- Strong analytical skills in market analysis, performance tracking, and solution development
- Advanced degree or certification (e.g., CTP)
What We Do
Bank First is headquartered in Manitowoc, Wisconsin. Through a combination of acquisitions and de novo offices, our Bank has expanded to serve the financial needs of those throughout Wisconsin. Our growth has been achieved through our relationship-based model of banking. We take pride in knowing our customers on a personal level and working together to create value for themselves, their families, and the communities in which we live. As a result of our growth throughout the State of Wisconsin, our valued customers have access to an increased lending capacity, a wider range of products and services, an expanded branch network, and a larger team of bankers dedicated to providing superior financial solutions that are value driven. Bank First employs over 300 full-time equivalent staff and has been consistently named one of the best banks to work by American Banker. At Bank First, we strive for excellence, not only for our customers, but for our employees, community, and shareholders as well. Our focus on excellence has resulted in Bank First being recognized as one of the top performing banks in the United States. We are one of 26 banks in the country to be awarded the Raymond James Community Bankers Cup. The award recognizes the top 10% of community banks in the nation based on profitability, operational efficiency, and balance sheet metrics. Additionally, we have been recognized on the Keefe, Bruyette & Woods Bank Honor Roll. As Bank First looks to the future, we will continue to focus on our relationship-based model of banking and expanding our reach throughout the State of Wisconsin. Bank First will continue to expand through organic growth and in the form of de novo branches and strategic acquisitions in the coming years and is excited for the opportunity to provide superior products and services to a larger base. Member FDIC | Equal Housing Lender.
