Job Description:
IncredibleBankTITLE Cash Management Sales Officer
CATEGORY Business Services
DESCRIPTION
We know what you're thinking. "What kind of name is IncredibleBank?"
Well, we're glad you asked.
With a name like IncredibleBank, 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 IncredibleBank, we're all about ICE. What's ICE? ICE stands for Incredible Customer ExperienceTM (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 reports to our VP, Cash Management and allows you to partner with other team members and key stakeholders to provide Incredible Customer Experiences of your own! Duties and responsibilities may include:
- 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.
- Devise and execute a plan to exceed individual sales goals. Actively manage a pipeline of cash management clientele.
- 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.
- Partner with Bank sales and operations teams on business deposits and cash management sales proposals and pricing proformas, with a focus on those with extensive, complex cash management requirements.
- Develop independent channels to prospect for new cash management clients.
- Prepare applications and implementation documentation, in accordance with all regulatory and Bank processes, review documents for completeness, accuracy.
- 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.
- Serve as internal Bank subject matter expert for cash management products.
- Assist with Bank business development initiatives and serve as an ambassador of the IncredibleBank brand.
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 EST Monday through Friday.
This position will work on-site at our IncredibleBank branch location in Marquette, MI.
Intermittent travel may be requested at other bank locations and/or travel to client as appropriate.
About You
You do what is right over what is easy. You don't settle for good enough. 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, if you are looking for an opportunity to join a dynamic team, we'd be so excited to learn a little more about you and your interest in joining the team! Our recommended and preferred qualifications are:
- Bachelors degree in Business Administration, Finance, or related field; or equivalent professional 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.
- Expert knowledge of the Microsoft Office Suite and Windows (Word, Excel, Outlook) and other business tools such as Zoom and Microsoft Teams.
- Proficient experience in using Customer Relationship Management software, including documentation of customer contact, service request workflow management, and pipeline management.
- Accredited ACH Professional (AAP) or Treasury (CTP) preferred.
About Our Benefits and Compensation
Our promise of ICE extends to our employees as well. Our employees are our greatest asset, and we strive to show our appreciation by offering top-tier benefits and, dare we say, more than competitive compensation that we're willing to discuss up front.
And we are constantly evaluating and improving our benefits. In fact, eligible employees receive over 30 days off per calendar year! That includes 18 days of PTO to begin, PLUS an Anniversary Holiday, Birthday Holiday, Wellness Holiday, and 12 observed Bank Holidays.
Check out our total rewards package at: https://incrediblebank.mybenefitsapp.com/
About the Company
IncredibleBank first started in 1967 as River Valley Bank with a single location in Rothschild, WI. And we may have strong roots in community banking, but IncredibleBank wasn't awarded as one of America's Most Innovative Banks by the Independent Community Bankers of America for our popcorn Fridays. Though we do love free popcorn...
We strive to stay on the leading edge of banking technology with the goal providing the best, simplest way for our customers across the country to do their banking. But if our customers need us, they can pick up the phone and talk to a real person. And that's what makes us America's first national online community bank. And who doesn't love the idea of a national community?
Today, IncredibleBank is a $1.9 billion-asset institution that has grown to 16 brick-and-mortar locations with customers in all 50 states. But we know that as an employer, it's less about size than it is about culture. That's why we're especially proud to have been certified as a Great Place to Work.
Learn more about our Great Place to Work engagement results here: https://www.greatplacetowork.com/certified-company/7022621
LOCATION Washington Street, Marquette, MI
ABOUT THE ORGANIZATION
At IncredibleBank, we believe in our employees, our customers, and the impact we make in our communities. When your name is Incredible, it's a lot to live up to! And we feel it.
Because of that, we continually look to raise the bar, expect more out of ourselves and each other, break out of "traditional banking," and make our mark in an industry that needs a good shake-up! It's #HowWeIncredible
EOE STATEMENT
IncredibleBank is an Equal Opportunity Employer. We will consider applicants for our positions without regard to any category protected by applicable federal, state, or local law, including but not limited to: race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin, physical or mental disability, military or veteran status, genetic information, or any other protected classification.
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