Financial Institutions Associate
Company: American Deposit Management LLC
Location: Waukesha
Posted on: May 14, 2022
|
|
Job Description:
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.
Requirements:
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.). PI175362219
Keywords: American Deposit Management LLC, Waukesha , Financial Institutions Associate, Accounting, Auditing , Waukesha, Wisconsin
Click
here to apply!
|