Cash Management Sales Officer

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.

Responsibilities

• 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.

Requirements

• 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.

Qualifications

• High school diploma or equivalent.
• Valid driver\’s license and reliable transportation.

Skills

• Excellent communication and interpersonal skills.
• Strong organizational and time management skills.
• Proficient in Microsoft Office Suite.
• Ability to work independently and as part of a team.
• Strong problem-solving and decision-making abilities.

Benefits

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!

Pay

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.

Schedule

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.