Treasury Management OfficerMidwestOne Bank, Dubuque, IA
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Midwest One is a full-service, locally owned bank defined by tradition and innovation. As the tri-state's leader in providing financial services to local businesses, we offer a variety of options specially designed to help your business grow and prosper. From basic products like commercial checking accounts to sophisticated products like sweep accounts and employee benefits, Midwest One has the right combination of products and high-quality service to meet the growing demands of businesses large and small.
Midwest Onetailors loans to suit the needs of any size business, from start-up to major expansion. Our local decision-making, quick turnaround, and variety of terms make us Dubuque County's top commercial lender.
Midwest One cash management system offers flexible, easily tailored banking services that accelerate the availability of corporate cash and minimize collection time of accounts receivable. Sweep processing at Midwest One provides an efficient means of cash control for multiple accounts. This convenient service automatically transfers funds or balance amounts between accounts, based on specific dates or dollar levels.
Midwest One is also a distinguished leader in technology-based banking with products and services such as Internet Business Banking and Direct Business PC Banking, which demonstrate a tradition of innovation.
For financial planning expertise, turn to Midwest One. Our highly trained and dedicated employees make us the largest best-staffed financial planning department in the region. No matter what your business's size, Midwest One as a program for you. We can help you design, implement, and administer 401(K) and Money Purchase Pension Plans, Employee Stock Ownership Plans, IRA Rollover Trusts, Estate Management/Estate Settlement, Trust, and more.
Throughout the years, Midwest One has developed a strong reputation for providing outstanding service to our customers and has fostered a tradition of continually supporting our local communities. We are proud of this tradition and look forward to carrying it far into the future.
Treasury Management Officer
•Responsible for the sale of depository and Treasury Management solutions to existing and prospective customers either in conjunction with local bankers or on an individual basis.
•Builds and maintains strong customer relationships with a focus on developing new business relationships to increase revenue and foster deposit growth.
•Proactively reviews customer base to identify deposit and Treasury Management solutions and recommends products and services based on customer financial needs. When appropriate, refers customer to other business lines to strengthen overall relationship and wallet share.
•Develops and executes sales presentations for customers/prospects. This includes formal written and oral presentations in response to requests for proposals as well as in the regular course of business.
•Prepares and processes all documentation necessary and works with Treasury Management Support to ensure a smooth implementation and onboarding of treasury management services.
•Serves as a liaison between the bank and customers regarding issue resolution, which are complex in nature relating to products and services.
•Maintains knowledge of banking products and services, as well as knowledge of the industries or market areas served. Keeps abreast of current developments and market trends, to further identify and service the customers' needs.
•Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
•Tracks all sales-related activities through the banks CRM as well as what is required by management.
•Participates in community involvement activities to enhance Bank’s visibility, image and reputation.
•Travels occasionally in order to participate in special assignments, training and/or travel between office locations.
•Other duties may be assigned. 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
•Experience in working independently to achieve production and project goals
•Demonstrated willingness to learn and progress in the industry
•Valid driver’s license Must have demonstrated proficiency with Microsoft Office applications with emphasis on Outlook, Word, and Excel as well as proficiency with various internal banking software to perform job duties.
All associates are responsible for the knowledge and application of banking laws, rules, and regulations, prescribed practices, and ethical standards that are applicable to their position. Strong leadership responsibility with regard to work continuity and follow-through. Must have a sales aptitude for business development and referrals to other lines of business. Certain projects or duties may require work outside of normal business hours. Strong written and verbal communication skills Excellent sales and customer orientation Strong time management and organization skills—ability to plan ahead.
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|Years of Experience||1-2 Years|