Cash Management/Business Development Officer
Location:
Madison, WI
Compensation:
$70-110K Plus bonus
Company Description
Founded almost 30 years ago, my client is a leader as a Top Community Bank in Madison, WI. Current asset size $600mm and GROWING!
· Three locations in Dane County
· Strong financial numbers year after year
· Huge emphasis on community involvement
· Incredible Culture with a “community roots” and relationship focus
WHY YOU SHOULD BE INTERESTED!!
· Great opportunity to work at one of the Top Community Banks in Dane County
· Opportunity to help grow this Treasury/Cash Management department
· This culture really puts employees first with lots of “extras” including chair massages and a monthly “breakfast meeting” and annual fish fry!
· Excellent benefits including 3% automatic deposit into your 401k
Position Summary
SUMMARY:
Responsible for growing the bank’s core deposits through referrals, self-sourced efforts and partnering with the Retail and Commercial Lending teams.
RESPONSIBILITIES:
· Identify, analyze, sell, and support treasury management services and products to both existing and prospective business clients independently and jointly with Commercial Lenders and Retail teams.
· Develop new relationships (individual, commercial, municipal) through referral and business development efforts.
· Sell Treasury Management/cash management products and services to new clients and expand relationships with existing clients.
· Develop and nurture relationships with potential and existing private banking clients.
· Coordinate the sale and implementation of services such as ACH origination, business remote deposit, and business online banking.
· Cross-sell all bank products and services through referrals.
Education & Experience
EDUCATION / EXPERIENCE:
• 5+ years of relevant work experience and a strong aptitude for developing new business relationships. • Familiarity with cash management and account analysis.
• Treasury management operations experience, including experience in electronic products such as online banking, remote deposit, ACH origination, and positive pay services.
• Strong verbal and written communication skills, excellent problem-solving skills, with the ability to work independently and complete tasks effectively and in a timely manner.
• Strong organizational skills with attention to detail and ability to handle multiple priorities
• Effective communication when working with customers and/or employees
• Ability to communicate with employees and understand their functions/processes
• Be involved in developing solutions to meet the needs of the customer and/or employees
• Flexibility to meet changing workload; highly self-motivated
• Be a team player and be respectful to all staff, customers, and prospects. Provide leadership where assigned.
• Proficient in Microsoft Office Suite and other applicable software
• Must possess valid driver’s license
• Excellent interpersonal skills necessary to develop and strengthen professional relationships
• Bachelor’s degree in finance, accounting, or business administration.
SCOPE:
Reports to: Vice President/Retail Banking Manager