Treasury Management Sales Officer

Nicolet National Bank•Dubuque, IA

4h•Onsite

About The Position

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development. The Treasury Management Sales Officer is responsible for developing, enhancing, and maintaining treasury business banking relationships with Nicolet National Bank. Partnering and building relationships with other business lines to help with cross sales of Treasury Management products and services.

Requirements

Bachelor’s degree in finance or a related field.
3+ years of outside sales and customer service within the financial industry.
In depth knowledge of banking products and services.

Nice To Haves

2+ years of Treasury Management experience is preferred.

Responsibilities

Identifying new and existing commercial customers and determines what products and services would best meet their financial needs. Looking for opportunities to cross-sell and refer to other business lines.
Planning and implementing a call schedule for those identified customers. The plan should include calling on customers with Commercial Bankers and annual reviews of products, services, and changes in their business with current customers.
Developing a business plan for region to grow and maintain profitable relationships. Including call schedule as part of the plan.
Meeting assigned annual sales goals to generate $5 - $10 million in core commercial deposits including DDA, MM and SAV and self-source two or more new commercial relationships.
Leading and coordinating RFP requests on institutions, public funds/municipalities, and commercial companies.
Ensuring and supporting the timely implementation of business product offerings, ensures the completion of applications and agreements, follows up to make sure everything is on schedule and may assist with installation of equipment.
Following all processes and procedures utilizing the appropriate programs and documents customer interactions on a consistent basis.
Contributing to attaining the region’s annual growth budget for net deposit service charges not including NSF’s.
Developing a communication and presentation plan for key initiatives, sales training, product knowledge, and treasury management topics. Utilizing all communication channels, in-person branch or market meetings, emails, yammer, fact sheets etc.
Staying informed on all commercial products and services to be able to provide the appropriate financial advice to our customers.
Uphold Nicolet’s philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet’s policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
Performs all other duties as assigned.