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Title

VP Cash Management Specialist 

Category Treasury Management  
Description

Summary:  Primary responsibility of this position is to originate and gather new deposit accounts.  Also has overall responsibility for reviewing, developing, managing, promoting, and sale of the bank’s treasury management and business deposit related products and services.  Coordinate training and sales efforts with Business Banking Officers, Bank Managers and Personal Bankers in order to acquire new business and strengthen existing client relationships by recognizing customer needs and offering solutions. Responsible for conducting independent sales calls as well as joint sales calls as necessary.  Assists with the monitoring of municipal and public fund clients through proper account placement and structure.   Works with the CFO and finance area to manage and determine proper public fund collateralization.

Essential Duties and Responsibilities include the following.  Other duties may be assigned.

  • Understands, endorses and promotes the Core Values of River Valley Bank.
  • Responsible for all Treasury Management and Business deposit products and services.
  • Identifies potential customers, makes contacts and develops strategies for selling Treasury Management products.  Negotiates pricing and recommends account structure as necessary by analyzing bank product options in conjunction with the customers needs.
  • Keep abreast of new Treasury Management technology, and enhancements.
  • Makes product and pricing recommendations for implementation with a business plan to remain competitive within our markets and to meet the needs of our customer base.
  • Ability to proficiently manage risk related to Treasury Management products and services.
  • Assists customers with their daily management of cash, disbursements, collections and information reporting.
  • Develops relationships and acts as point of contact for commercial, governmental, and non-profit organizations; maintains effective and well documented records on current banking structure and key personnel.
  • Responsible for the sales of River Valley Bank’s “Bank at Work” program.
  • Opens accounts on site when necessary.
  • Works independently to contact businesses, municipalities, townships, school systems, colleges, universities, non-profit government entities, churches, etc…. to generate new business.
  • Manages public fund collateral in conjunction with the CFO/finance department.
  • Reviews CD and CDARS maturity reports to ensure proactive customer calling by the bank relationship officers prior to maturity.
  • Completes, analyzes and prepares RFP’s and other proposals as needed
  • Recognizes referral opportunities.  (RVB owners, Business Bankers, Bank Managers, Mortgage Bankers, Personal Bankers, Investments/Wealth Management Representatives and River Valley Insurance)
  • Assists with the development of marketing material in conjunction with the marketing department.
  • Develops and maintains a list of prospects to search for new business.
  • Engages in community and civic organizations to promote goodwill.
  • Provides ongoing relationship servicing and support with current customers relative to disputes, product enhancements, product recommendations and general account status.
  • Works closely with a variety of bank departments in support of the Treasury Management and Business deposit functions.
  • Assists with other duties, special projects and provide additional support as needed and assigned.
 
Location Admin Center, Wausau, WI  
About the Organization At IncredibleBank, we believe in our employees, our customers, and the impact we make in our communities. When your name is Incredible, it's a lot to live up to! And we feel it.

Because of that, we continually look to raise the bar, expect more out of ourselves and each other, break out of "traditional banking," and make our mark in an industry that needs a good shake-up! It's #HowWeIncredible  
EOE Statement IncredibleBank is an Equal Opportunity Employer. We will consider applicants for our positions without regard to any category protected by applicable federal, state, or local law, including but not limited to: race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin, physical or mental disability, military or veteran status, genetic information, or any other protected classification.  

This position is currently not accepting applications.

To search for an open position, please go to http://IncredibleBank.appone.com



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