Now Hiring - Senior Treasury Services Account Manager, Michigan Region in Kalamazoo, MI

POSITION SUMMARY
Responsible for soliciting, developing, establishing and retaining deposit and treasury services products to new and existing Commercial and Small Business clients.

ESSENTIAL REQUIREMENTS

• Responsible for actively soliciting and developing new and existing customer relationships in assigned market area to meet annual goals (to be assigned) with a heavy focus on Municipal and Nonprofit clients.
• Responsible for managing the ongoing Sales relationship, opening and managing deposits and treasury services products, and other ongoing client services and administration.
• Drives and manages the portfolio growth, depository targets, and treasury services needs of existing accounts.
• Works with Relationship Manager and Treasury Services teams in establishing new client relationships and servicing of existing clients.
• Attends to the business needs of clients seeking deposits and treasury services, evaluates the financial needs of the client, customize suite of products and services, and assist the client to expedite financial management activities effectively and find solutions to enhance financial controls. Works with client to assess complexity of needs while mitigating risk for both client and bank.
• Identifies opportunities and promotes cross selling opportunities by actively engaging other areas of the bank (Private Banking, WAS, Insurance, etc.) to deepen the relationship.
• Manages effective network of internal and external relationships, such as community or industry relationships, to actively acquire new clients and/or expand existing clients and enhance client experience.
• Develops, maintains, and executes the Pipeline Report and follows up on all prospective clients.
• Actively utilizes InSight (Salesforce) system by populating new client leads, referrals, opportunities, and maintains a daily follow up on all tasks for prospective and existing clients.
• Responsible for documentation and onboarding of new clients and new services for existing clients.
• Must have valid driver’s license.
• Completes all compliance training related to the position.
• Understands all applicable laws and regulations that apply to the position and complies with the requirements.

NON-ESSENTIAL FUNCTIONS
Performs all other duties as assigned.

EXPERIENCE/SKILLS

• Three (3) to five (5) years' experience preferred or equivalent experience in a related field preferred.
• Prior experience in Deposit and Treasury Services.
• Proven record of new business generation.
• Good PC skills-proficiency in Microsoft Word and Excel essential.
• Ability to handle multiple tasks in a fast-paced environment.
• Well-developed verbal and written communication skills.
• Strong analytical and problem-solving ability.
• Strong time management and prioritization skills.

EDUCATION/CERTIFICATION
Bachelor's degree preferred.

TRAVEL REQUIREMENTS
Ability to travel to off-site locations for internal and customer meetings as well as ability to travel overnight for occasional training.

PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.

While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.

EQUIPMENT
MS Office PC, fax, phone and standard office equipment.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)