What are the responsibilities and job description for the Treasury Management Sales Officer position at MidWestOne Bank?
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 (incentives vary depending on role)
- Career development and continuous learning opportunities
- Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more
- 100% vested 401(k) Retirement Plan with company match
- Medical, Dental, and Vision insurance
- Flex spending plan & Health savings accounts with employer contribution
- Student Loan Debt Reduction Program
- 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
- Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity
- 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.
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