This job was posted by https://illinoisjoblink.illinois.gov : For more information, please see: https://illinoisjoblink.illinois.gov/jobs/11868440

DUTIES AND RESPONSIBILITIES

Sales Responsibilities

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- - Ability to work independently and partner with Business Bankers to develop new and deepen existing customer relationships

{=html} <!-- --> - - Assists Banking Center Staff with Treasury Management sales and inquiries

{=html} <!-- --> - - Generate new business by identifying market opportunities through cold calls, warm calls, and referrals

{=html} <!-- --> - - Responsible for meeting sales goals for Treasury Management and Bank product and service cross-sales

{=html} <!-- --> - - Responsible for the development of target list of prospects using Bank and outside data sources

{=html} <!-- --> - - Perform product demonstrations and implementations over the telephone, in-person, or by email

{=html} <!-- --> - - Drive new sales opportunities by determining customer needs and cross-selling Bank products and services

{=html} <!-- --> - - Deepen established customer relationships through regular check-in calls to ensure Treasury Management solutions are meeting their needs. Identify and implement additional solutions that will help customers improve business operations.

{=html} <!-- --> - - Participate in new customer onboarding

{=html} <!-- --> - - Gather and prepare materials for customer review plans and RFPs

{=html} <!-- --> - - Attends Officer Loan Committees to uncover new or additional Treasury Management needs of customers

{=html} <!-- --> - Timely responses to internal and external inquires

Industry KnowledgeEnhancement

• Maintain an in-depth knowledge and serve as subject matter expert on system abilities, industry best practices, procedures, agreements, enrollment forms, and associated risks
• Remain informed of new developments in Treasury Management
• Understand competitor capabilities and gaps, and how to position Bank solutions against them

Reporting Results and Employee Education

• Prepare monthly sales and pipeline reports to review with management
• Educate and advise Bank employees on Treasury Management solutions
• Annually review existing customers pricing and make adjustments with Business Bankers consent

Community

• Maintain involvement in various community activities and organizations to enhance recognition of Peoples Bank and demonstrates the core vales of the company
• Maintain a strong knowledge of the communities served including new and established businesses
• Develop and maintain a referral network with centers of influence

Risk Management

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- - Conduct customer and service risk assessments (limits, usage, activity, worthiness)

{=html} <!-- --> - - Obtain all necessary documentation prior to establishing a new account

{=html} <!-- --> - - Review and ensure the completeness and accuracy of signed customer agreements, enrollment, and change request forms

{=html} <!-- --> - Understand and implement Bank policy, regulatory changes, and audit recommendations

RELATIONSHIPS AND CONTACTS

- - Reports to VP, Senior Treasury Management Officer

{=html} <!-- --> - Maintains strong relationships and collaboration skills with Business Bankers, Banking Center Managers, Retail Banking Group Leaders, Digital Banking Manager, and Department Managers as needed

QUALIFICATIONS

- - Bachelors degree in a business or communications field required

{=html} <!-- --> - - 5+ years Treasury anagement experience with existing commercial relationships preferred

{=html} <!-- --> - - Experience with FIS Digital Banking and Treasury Management solutions helpful

{=html} <!-- --> - - Strong sales skills and customer service experience

{=html} <!-- --> - - Ability to offer and demonstrate products and services to customers over the telephone, in-person, or by email

{=html} <!-- --> - Strong analytical and problem solving skills with effective written and verbal communication skills