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Office Manager
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Office Manager
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YDesign Group Sacramento, United StatesThe Opportunity: · Lumens is seeking a dynamic and independent Office Manager/Administrative Assistant to join our Sacramento team. As a central figure in our office, you will ensure smooth daily operations, create a positive environment for team members, and manage office and t ...
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Office Manager
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Treasury Management Officer - Golden Valley, United States - Midwest One Bank
Description
At MidWest One,our people are number one in everything we do. We are a community bank with a culture based on integrity and customer care. The people on our team are the foundation of our success.
If you're ready to work for an organization that values you, develops your talents and helps you grow personally and professionally, then look no further.
Treasury Management Sales Officer, is responsible to develop, enhance, and maintain treasury business banking relationships with MidWest OneBank. Partner and build relationships with other business lines to help with cross sales of Treasury Management products and services.
Identifies new and existing commercial customers and determines what products and services would best meet their financial needs. Look for opportunities to cross-sell and refer to other business lines.
Plan and implement 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.
Develop a business plan for region to grow and maintain profitable relationships. Include call schedule as part of the plan.Meet 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.
Leads and coordinates RFP requests on institutions, public funds/municipalities, and commercial companies.Ensures and supports 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.
Follows all processes and procedures utilizing the appropriate programs and documents customer interactions on a consistent basis.Contribute to attaining the region's annual growth budget for net deposit service charges not including NSF's.
Develop 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.
Stay informed on all commercial products and services to be able to provide the appropriate financial advice to our customers.
Other duties may be assigned.Qualifications:
Post high school education preferred or equivalent combination of education and related work experience
Must have a minimum of three years outside sales and customer service in the financial services industry.
Two years of Treasury Management and deposit generation experience a plus
In depth knowledge of banking products and services
We
RISE
by lifting others.
RISE
stands for Retention, Innovation, Support, and Empowerment. Through
RISE
we aspire to create and sustain a culture of diversity, equity, inclusion and belonging at work and in our communities.
RISE
is reflected in our operating principles, people and culture.
We pledge to continuously learn, so we can understand and support the differences of individuals, embrace each other's strengths, and provide opportunities for all of us to work toward and achieve our full potential.
The PerksCompetitive base compensation with additional performance-based incentives (incentives vary depending on role)
Career development and continuous learning opportunities
Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more
100% vested 401(k) Retirement Plan with company match
Medical, Dental, and Vision insurance
Flex spending plan & Health savings accounts with employer contribution
Student Loan Debt Reduction Program & Tuition Assistance Plan
Employee Stock Ownership Plan
Employer provided group life insurance with option to purchase additional life insurance for you and your family members
Employer provided long term and short-term disability insurance
Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance
Wellness Program
Free banking services and other financial services discounts
Take Your Dog to Work Day in June
Employee Rally Day- a day of celebration and recognition
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