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Financial Institutions Associate

Company: American Deposit Management LLC
Location: Waukesha
Posted on: May 5, 2022

Job Description:

We are looking for a Sales Administration Associate to fill an immediate opening. In this role, the Sales Administration Associate is responsible for assisting in the management and development of existing financial institution relationships. The essential duties and responsibilities of the Sales Administration Associate role include:

  • Assists in management of FI portfolio with emphasis on account pricing, product alignment, funding, etc.
  • Makes note of contact with portfolio/leads in appropriate relationship management system in order to provide accurate, regularly scheduled reporting to Sales and leadership team.
  • Consistently identifies opportunities to expand relationship with FI partners, e.g. collateralized account options, deposit agreements/side letters, interest-bearing DDA, surety bonds, etc.
  • Conducts regularly scheduled check-in meetings with FI partners.
  • Acquires/sources liquid and term deposit rate information from FIs.
  • Participates in financial institution sales, due diligence, and onboarding calls in conjunction with Sales team.
  • Assists in preparation of Requests for Proposal (RFPs), with emphasis on term deposit pricing and structure.
  • Ensures compliance with ADM policies and procedures.
  • Assists with development of policies and procedures to standardize functions within the department and organization.
  • Performs other duties as assigned.
  • Demonstrates professional conduct and interacts in a positive manner with co-workers, clients, and business partners.
  • Participates in ongoing professional development and training programs to further develop knowledge and skills. PM21.

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties.
    • Bachelor's degree or equivalent in business or related field.
    • Five plus years' experience in a financial services environment.
    • Certified Treasury Professional (CTP) designation helpful but not required.
    • Strong human relations skills to interface with staff at all levels inside/outside of the organization.
    • Proven ability to negotiate terms, rates, and products.
    • Excellent written and verbal communication, negotiation and relationship management skills required, as this role interacts with staff at all levels.
    • Ability to apply the following mathematical concepts to practical situations: fractions, percentages, ratios, and proportions.
    • Ability to use various computer applications such as: MS Office (e.g. Word, Excel, Outlook, etc.). PI175361755

Keywords: American Deposit Management LLC, Waukesha , Financial Institutions Associate, Accounting, Auditing , Waukesha, Wisconsin

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