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: bbierman@incrediblebank.com 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 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 IncredibleBank 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 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 arejust 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 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://www.cbmicrosite.com/incrediblebank 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 \$2.0 billion-asset
institution that has grown to 17 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 PI285627790
*** APPLICATION INSTRUCTIONS: Apply Online:
https://www.click2apply.net/Zl2jAmF7gA2ayfVOZCM1pM
