Job Information
Peoples Bank Treasury Management Sales Officer in Orland Park, Illinois
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