Cash Management Sales Officer

JOB REQUIREMENTS:

Cash Management Sales Officer - Full Time (40 Hrs/Wk)

Location:

327 North 17th Avenue, Wausau, WI, 54401, United States

Employee Type: FT Regular Exempt

Contact Information Name: brittney bierman

Email:

Description We know what you're thinking. "What kind of name is Incredible Bank?" Well, we re glad you asked. With a name like Incredible Bank, we have a lot to live up to. Our name is a promise we make every day to our customers and to our team members (and hey, that could be you!). A promise that we strive to be incredible in everything we do.

A promise that will help our customers, fellow team members, and our communities to do the incredible. At Incredible Bank, we re all about ICE. What s ICE? ICE stands for Incredible Customer Experience TM (that s right - an experience so good and so important we trademarked it). ICE illustrates the core values that drive everything we do - how we conduct business, how we treat each other, and how we continuously strive to build on our model of customer-focused banking.

Our core values have been in place for more than 50 years and continue to influence every aspect of our operation today. So - how can you help us live up to our name?

About the Role:

We are eager to discuss the prospect of you joining our team as our next incredible team member! This position is responsible for sourcing new cash management and business deposit relationships, client service excellence, client retention and payments and operational cash flow consultation. Responsible for growing the Bank s core deposits through partner referrals and self-sourced efforts, and accountable for understanding client and prospect business environments, strategies and industries to best determine the financial needs and appropriate cash management solutions.

Duties and responsibilities may include:
Manage all elements of the sales cycle including business development, prospect qualification, needs analysis, close of sale, and periodic follow up to ensure customer satisfaction with banking relationship. Devise and execute a plan to exceed individual sales goals. Actively manage a pipeline of business deposit prospects. Partner with Business Banking Sales and Cash Management Operations teams to create business deposit and cash management proposals and pricing proformas.

Develop independent channels to prospect for new business deposit clients. Prepare applications and implementation documentation, in accordance with all regulatory and Bank processes, review documents for completeness, accuracy. Recognize cross sale referral opportunities to Bank business partners as appropriate. Schedule and run client meetings, proposal presentations, product demonstrations, and relationship reviews. Design customer-centric cash management solutions and provide consultative expertise on industry topics and the Bank s suite of cash management products.

Assist in training bank partners in cash management products, services, and sales strategy. Analyze bank statements to ensure clients are getting the full advantages of their cash management suite of products and to negotiate products and pricing. Collaborate with Bank staff to ensure proper execution of products, testing, implementation, developing plans, strategizing, and executing ways to generate deposits and grow fee income.

This is a regular full-time, salaried exempt position, averaging approximately 40 hours/week. Schedule may vary between the hours of 8:00 am to 5:30 pm CDT Monday through Friday. This position will work on-site at our Incredible Bank branch location in Wausau, WI on 17th Avenue. Intermittent travel will be required based on business and/or customer needs.

About You:

You do what is right over what is easy. You re driven to learn and grow. You recognize your impact on the customer experience, regardless of your role. Those attributes are just a few things our incredible employees have in common. And, we d be so excited to learn a little more about you and discuss your interest in joining our team!

Our recommended and preferred qualifications are:
Bachelor s degree in marketing, business, or finance preferred or equivalent combination of education or experience. 3-5 years  experience in Treasury/Cash Management, Bank Retail or Business Banking services including implementation, in-depth product knowledge, specialty software knowledge, and experience in the financial industry. Demonstrated customer relationship management and/or business development experience. Strong mathematical and analytical skills, such as performing bank fee analysis.

Thorough knowledge of impending market shifts, payment processes, financial services products competition, industry challenges and opportunities. Ability to communicate in a clear, professional manner. High attention to detail, organization, and resourcefulness. Knowledge of related state and federal banking compliance regulations and Bank operational policies.

About Our Benefits and Compensation:
Our promise of ICE…