Treasury Management Sales Officer
Posted on Sep 15, 2024 by MidWestOne Bank
Dubuque, IA
Sales
Immediate Start
Annual Salary
Full-Time
Overview:
At MidWestOne, our people are number one in everything we do. We are a community bank with a culture based on integrity and customer care. The people on our team are the foundation of our success. If you're ready to work for an organization that values you, develops your talents and helps you grow personally and professionally, then look no further.
Treasury Management Sales Officer, is responsible to develop, enhance, and maintain treasury business banking relationships with MidWestOne Bank. Partner and build relationships with other business lines to help with cross sales of Treasury Management products and services.
Responsibilities:
Identifies new and existing commercial customers and determines what products and services would best meet their financial needs. Look for opportunities to cross-sell and refer to other business lines.
Plan and implement a call schedule for those identified customers. The plan should include calling on customers with Commercial Bankers and annual reviews of products, services, and changes in their business with current customers.
Develop a business plan for region to grow and maintain profitable relationships. Include call schedule as part of the plan.
Meet assigned annual sales goals to generate $5 - $10 million in core commercial deposits including DDA, MM and SAV and self-source two or more new commercial relationships.
Leads and coordinates RFP requests on institutions, public funds/municipalities, and commercial companies.
Ensures and supports the timely implementation of business product offerings, ensures the completion of applications and agreements, follows up to make sure everything is on schedule and may assist with installation of equipment.
Follows all processes and procedures utilizing the appropriate programs and documents customer interactions on a consistent basis.
Contribute to attaining the region’s annual growth budget for net deposit service charges not including NSF’s.
Develop a communication and presentation plan for key initiatives, sales training, product knowledge, and treasury management topics. Utilizing all communication channels, in-person branch or market meetings, emails, yammer, fact sheets etc.
Stay informed on all commercial products and services to be able to provide the appropriate financial advice to our customers.
Other duties may be assigned.
The Perks!
Competitive base compensation with additional performance-based incentives/bonus potential (incentives and bonus will vary depending on role)
Career growth opportunities
Continuous learning opportunities
401(k) Retirement Plan with company match with immediate vesting
Employee Stock Ownership Plan
Employer provided group life insurance with option to purchase additional life insurance for you and your family members
Employer provided long term and short term disability insurance
Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more!
Medical, Dental, and Vision insurance
Flex spending plan & Health savings accounts
Additional Insurance options to meet your personal needs: Pet Insurance and Critical Illness and Accident insurance
Student Loan Debt Reduction Program & Tuition Assistance Plan
Wellness Program
Free banking services and other financial services discounts
Take Your Dog to Work Day in June
Employee Rally Day- a day of celebration and recognition!
Qualifications:
Post high school education preferred or equivalent combination of education and related work experience
Must have a minimum of three years outside sales and customer service in the financial services industry.
Two years of Treasury Management and deposit generation experience a plus
In depth knowledge of banking products and services
We RISE by lifting others. RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of diversity, equity, inclusion and belonging at work and in our communities. Our commitment to RISE is reflected in our operating principles, people and culture. We pledge to continuously learn, so we can understand and support the differences of individuals, embrace each other's strengths, and provide opportunities for all of us to work toward and achieve our full potential.
At MidWestOne, our people are number one in everything we do. We are a community bank with a culture based on integrity and customer care. The people on our team are the foundation of our success. If you're ready to work for an organization that values you, develops your talents and helps you grow personally and professionally, then look no further.
Treasury Management Sales Officer, is responsible to develop, enhance, and maintain treasury business banking relationships with MidWestOne Bank. Partner and build relationships with other business lines to help with cross sales of Treasury Management products and services.
Responsibilities:
Identifies new and existing commercial customers and determines what products and services would best meet their financial needs. Look for opportunities to cross-sell and refer to other business lines.
Plan and implement a call schedule for those identified customers. The plan should include calling on customers with Commercial Bankers and annual reviews of products, services, and changes in their business with current customers.
Develop a business plan for region to grow and maintain profitable relationships. Include call schedule as part of the plan.
Meet assigned annual sales goals to generate $5 - $10 million in core commercial deposits including DDA, MM and SAV and self-source two or more new commercial relationships.
Leads and coordinates RFP requests on institutions, public funds/municipalities, and commercial companies.
Ensures and supports the timely implementation of business product offerings, ensures the completion of applications and agreements, follows up to make sure everything is on schedule and may assist with installation of equipment.
Follows all processes and procedures utilizing the appropriate programs and documents customer interactions on a consistent basis.
Contribute to attaining the region’s annual growth budget for net deposit service charges not including NSF’s.
Develop a communication and presentation plan for key initiatives, sales training, product knowledge, and treasury management topics. Utilizing all communication channels, in-person branch or market meetings, emails, yammer, fact sheets etc.
Stay informed on all commercial products and services to be able to provide the appropriate financial advice to our customers.
Other duties may be assigned.
The Perks!
Competitive base compensation with additional performance-based incentives/bonus potential (incentives and bonus will vary depending on role)
Career growth opportunities
Continuous learning opportunities
401(k) Retirement Plan with company match with immediate vesting
Employee Stock Ownership Plan
Employer provided group life insurance with option to purchase additional life insurance for you and your family members
Employer provided long term and short term disability insurance
Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more!
Medical, Dental, and Vision insurance
Flex spending plan & Health savings accounts
Additional Insurance options to meet your personal needs: Pet Insurance and Critical Illness and Accident insurance
Student Loan Debt Reduction Program & Tuition Assistance Plan
Wellness Program
Free banking services and other financial services discounts
Take Your Dog to Work Day in June
Employee Rally Day- a day of celebration and recognition!
Qualifications:
Post high school education preferred or equivalent combination of education and related work experience
Must have a minimum of three years outside sales and customer service in the financial services industry.
Two years of Treasury Management and deposit generation experience a plus
In depth knowledge of banking products and services
We RISE by lifting others. RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of diversity, equity, inclusion and belonging at work and in our communities. Our commitment to RISE is reflected in our operating principles, people and culture. We pledge to continuously learn, so we can understand and support the differences of individuals, embrace each other's strengths, and provide opportunities for all of us to work toward and achieve our full potential.
Reference: 200044217
https://jobs.careeraddict.com/post/95269289
Treasury Management Sales Officer
Posted on Sep 15, 2024 by MidWestOne Bank
Dubuque, IA
Sales
Immediate Start
Annual Salary
Full-Time
Overview:
At MidWestOne, our people are number one in everything we do. We are a community bank with a culture based on integrity and customer care. The people on our team are the foundation of our success. If you're ready to work for an organization that values you, develops your talents and helps you grow personally and professionally, then look no further.
Treasury Management Sales Officer, is responsible to develop, enhance, and maintain treasury business banking relationships with MidWestOne Bank. Partner and build relationships with other business lines to help with cross sales of Treasury Management products and services.
Responsibilities:
Identifies new and existing commercial customers and determines what products and services would best meet their financial needs. Look for opportunities to cross-sell and refer to other business lines.
Plan and implement a call schedule for those identified customers. The plan should include calling on customers with Commercial Bankers and annual reviews of products, services, and changes in their business with current customers.
Develop a business plan for region to grow and maintain profitable relationships. Include call schedule as part of the plan.
Meet assigned annual sales goals to generate $5 - $10 million in core commercial deposits including DDA, MM and SAV and self-source two or more new commercial relationships.
Leads and coordinates RFP requests on institutions, public funds/municipalities, and commercial companies.
Ensures and supports the timely implementation of business product offerings, ensures the completion of applications and agreements, follows up to make sure everything is on schedule and may assist with installation of equipment.
Follows all processes and procedures utilizing the appropriate programs and documents customer interactions on a consistent basis.
Contribute to attaining the region’s annual growth budget for net deposit service charges not including NSF’s.
Develop a communication and presentation plan for key initiatives, sales training, product knowledge, and treasury management topics. Utilizing all communication channels, in-person branch or market meetings, emails, yammer, fact sheets etc.
Stay informed on all commercial products and services to be able to provide the appropriate financial advice to our customers.
Other duties may be assigned.
The Perks!
Competitive base compensation with additional performance-based incentives/bonus potential (incentives and bonus will vary depending on role)
Career growth opportunities
Continuous learning opportunities
401(k) Retirement Plan with company match with immediate vesting
Employee Stock Ownership Plan
Employer provided group life insurance with option to purchase additional life insurance for you and your family members
Employer provided long term and short term disability insurance
Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more!
Medical, Dental, and Vision insurance
Flex spending plan & Health savings accounts
Additional Insurance options to meet your personal needs: Pet Insurance and Critical Illness and Accident insurance
Student Loan Debt Reduction Program & Tuition Assistance Plan
Wellness Program
Free banking services and other financial services discounts
Take Your Dog to Work Day in June
Employee Rally Day- a day of celebration and recognition!
Qualifications:
Post high school education preferred or equivalent combination of education and related work experience
Must have a minimum of three years outside sales and customer service in the financial services industry.
Two years of Treasury Management and deposit generation experience a plus
In depth knowledge of banking products and services
We RISE by lifting others. RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of diversity, equity, inclusion and belonging at work and in our communities. Our commitment to RISE is reflected in our operating principles, people and culture. We pledge to continuously learn, so we can understand and support the differences of individuals, embrace each other's strengths, and provide opportunities for all of us to work toward and achieve our full potential.
At MidWestOne, our people are number one in everything we do. We are a community bank with a culture based on integrity and customer care. The people on our team are the foundation of our success. If you're ready to work for an organization that values you, develops your talents and helps you grow personally and professionally, then look no further.
Treasury Management Sales Officer, is responsible to develop, enhance, and maintain treasury business banking relationships with MidWestOne Bank. Partner and build relationships with other business lines to help with cross sales of Treasury Management products and services.
Responsibilities:
Identifies new and existing commercial customers and determines what products and services would best meet their financial needs. Look for opportunities to cross-sell and refer to other business lines.
Plan and implement a call schedule for those identified customers. The plan should include calling on customers with Commercial Bankers and annual reviews of products, services, and changes in their business with current customers.
Develop a business plan for region to grow and maintain profitable relationships. Include call schedule as part of the plan.
Meet assigned annual sales goals to generate $5 - $10 million in core commercial deposits including DDA, MM and SAV and self-source two or more new commercial relationships.
Leads and coordinates RFP requests on institutions, public funds/municipalities, and commercial companies.
Ensures and supports the timely implementation of business product offerings, ensures the completion of applications and agreements, follows up to make sure everything is on schedule and may assist with installation of equipment.
Follows all processes and procedures utilizing the appropriate programs and documents customer interactions on a consistent basis.
Contribute to attaining the region’s annual growth budget for net deposit service charges not including NSF’s.
Develop a communication and presentation plan for key initiatives, sales training, product knowledge, and treasury management topics. Utilizing all communication channels, in-person branch or market meetings, emails, yammer, fact sheets etc.
Stay informed on all commercial products and services to be able to provide the appropriate financial advice to our customers.
Other duties may be assigned.
The Perks!
Competitive base compensation with additional performance-based incentives/bonus potential (incentives and bonus will vary depending on role)
Career growth opportunities
Continuous learning opportunities
401(k) Retirement Plan with company match with immediate vesting
Employee Stock Ownership Plan
Employer provided group life insurance with option to purchase additional life insurance for you and your family members
Employer provided long term and short term disability insurance
Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more!
Medical, Dental, and Vision insurance
Flex spending plan & Health savings accounts
Additional Insurance options to meet your personal needs: Pet Insurance and Critical Illness and Accident insurance
Student Loan Debt Reduction Program & Tuition Assistance Plan
Wellness Program
Free banking services and other financial services discounts
Take Your Dog to Work Day in June
Employee Rally Day- a day of celebration and recognition!
Qualifications:
Post high school education preferred or equivalent combination of education and related work experience
Must have a minimum of three years outside sales and customer service in the financial services industry.
Two years of Treasury Management and deposit generation experience a plus
In depth knowledge of banking products and services
We RISE by lifting others. RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of diversity, equity, inclusion and belonging at work and in our communities. Our commitment to RISE is reflected in our operating principles, people and culture. We pledge to continuously learn, so we can understand and support the differences of individuals, embrace each other's strengths, and provide opportunities for all of us to work toward and achieve our full potential.
Reference: 200044217
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