Under the general supervision of the Finance Manager, this position supports accounting operations by the collection of revenue and payment of expenses by verifying and completing receivable and payable transactions.
include the following. Other duties may be assigned.
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 functions.
To perform the job successfully, an individual should demonstrate the following competencies to perform the essential functions of this position:
The Virtual Treasury Management Officer will develop new business and retain existing business by working with Small Business clients and prospects – typically, companies with annual revenues less than $10 Million. The main responsibilities will be the generation of new treasury management fee income and new deposit balances, along with the support and retention of current Small Business clients assigned to various Relationship Managers and/or Branch Managers. This position is located in a centralized environment, and the sales officers will conduct sales and service interactions primarily via telephone and email.
As a consultative sales professional and service provider, the Virtual Treasury Management Officer is responsible for working with the Relationship Manager to identify customers' needs and matching those needs with services within treasury management product suite . Additionally, she/he is responsible for building and maintaining strong internal relationships with the Relationship Managers, Branch Managers, Treasury Management Officers, Virtual Relationship Managers and Customer Service Representatives who serve as the collective team for clients. The Virtual Treasury Management Officer is also responsible for meeting annual sales goals and contributes to the Small Business initiatives and the overall business line strategy.
As a valued colleague of Associated Bank, the Virtual Treasury Management Officers play a critical role in delivering an exceptional customer experience during every interaction. Expectations for this position require the ongoing focus on engaging all clients and prospects in a positive manner. Colleagues should provide clients a positive experience that includes undivided attention, along with straightforward and knowledgeable service, while ensuring that the client's best interests are the number one priority. Consistency around client experience guidelines is expected from all of our colleagues. Our goal is to simplify the client experience and deliver outstanding service to every customer, every time.
Responsible for expanding and deepening customer relationships by identifying customers’ needs comprehensively and matching their needs with selections and resources within the colleague’s assigned business line and across all business lines of Associated Bank.
As a valued colleague of Associated Bank you play a critical role in delivering an exceptional customer experience during every interaction. Expectations for this position require the ongoing focus on building solid and long lasting relationships by engaging all customers in a positive manner. Colleagues should provide customers a positive experience that includes undivided attention, straightforward and knowledgeable service and ensure that the customer’s best interests are our number one priority. Consistency around customer experience guidelines is key and expected from all of our colleagues. Our goal is to simplify the customer experience and deliver outstanding service to every customer, every time.
Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering requirements. Responsible to report any procedure or process that doesn’t meet regulatory requirements including fraud, whether suspected or confirmed, to management. This reporting can be done directly to any member of management, including Human Resources or Corporate Security, or can be reported through Associated’s anonymous Ethics Hotline.
Generate commercial deposits and/or fee income from new Treasury Management relationships, generally within businesses with less than $10 million in revenue, and increase customer penetration and usage of basic Treasury Management products and services. Provide advice and counsel to clients and prospective clients regarding available services to improve their internal business processes. Analyze competitive account analysis statement and create pricing proposals. Preparation of sales presentations and RFP (request for proposal) responses. Develop and conduct active market and relationship call planning and CDTM reviews.
Meet internal and external client needs through account/service maintenance. Utilize Customer Care as appropriate and/or properly utilize internal processes and systems to initiate and fulfill maintenance requests.
Facilitate implementation and billing of new products and services for new and existing clients. Follow up with customers to verify proper delivery/use of services purchased. Work directly with clients through the pre-implementation process while ensuring quality delivery in accordance with client service levels.
Maintain strong relationship with internal partners; actively participate with assigned team. Respond to inquiries from Relationship Managers, Branch Managers and clients in a complete and timely fashion. Act as subject matter expert so as to improve the partners' knowledge of the Treasury Management products and services.
Participate in internal and external training to enhance skills and knowledge. Maintain a working knowledge of the Treasury Management industry. Adhere to internal and external policies, procedures and relationship to meet audit requirements and customer expectations.
Virtual Treasury Management Officers are responsible to evaluate the applicable risks -- strategic, reputational, compliance/regulatory, operational, credit interest rate, liquidity or price/financial -- related to all customer and prospective customer sales opportunities/deals and activities they perform in their respective job function. In order to effectively identify the applicable risks, Virtual Treasury Management Officers will participate and complete all required training through Associated University, CDTM Sales training and overall CDTM training. Additionally, Virtual Treasury Management Officers are strongly encouraged to seek opportunities to expand their knowledge of various risks through self-directed activities such as research of regulations, laws and other activities in consultation with their manager.
Education Level Required
Associate's Degree or equivalent combination of education and experience
Accounting or Finance
Experience Level Required
Small Business or Commercial Banking industry experience. Less than 2 years
Business development experience. 2-4 years
Knowledge of treasury management and deposit banking products, policies and procedures.
Job: Commercial Banking
Shift: Day Job
Primary Location: Wisconsin-Milwaukee
Work Locations: 111 E Kilbourn Avenue, Milwaukee WI 53202
Contact Information: Katie Nierstheimer, Corporate Recruiter, Katie.firstname.lastname@example.org, 262-653-3732
Jockey is seeing a Treasury Analyst for our corporate office, located in Kenosha WI (near Chicago, IL and the Greater Milwaukee, WI area).
The Treasury Analyst will support Direct to Consumer treasury management functions, including Retail and Ecommerce banking, sales audit, loss prevention (LP) and related systems maintenance & upgrades.
SCOPE AND RESPONSIBILITIES:
Senior Financial Analyst
WHO WE ARE
American Girl, a wholly owned subsidiary of Mattel, headquartered in Middleton, Wisconsin, has an opening in our Finance Department for a Sr Financial Analyst. At Mattel, our vision is Creating the Future of Play. We strive to achieve this vision primarily through our creative and enthusiastic employees who dare to be innovative, and thrive in a friendly and fast-paced environment. American Girl is committed to developing employees and supporting their career goals, helping them grow with a host of meaningful experiences and learning opportunities. And by promoting a culture of balance that emphasizes working passionately and taking time to play, we are proud of how our employees lead by example in all that they do!
WHO WE’RE LOOKING FOR
American Girl is looking for a Senior Financial Analyst who will be responsible for financial business support in terms of forecasting, financial analysis and reporting, general ledger accounting, systems and consulting. The person in this position is responsible for managing key business relationships in a multi-channel consumer products industry that operates in a fast-paced, collaborative environment across Finance and American Girl. The position also affords opportunity to deliver and present financial results to senior leadership tied to close, issues and business initiatives.
MORE ABOUT WHO WE ARE
American Girl is a premium brand for girls and a wholly owned subsidiary of Mattel, Inc. (NASDAQ:MAT, www.mattel.com). The Mattel family of companies is the worldwide leader in the design, manufacture, and marketing of toys and family products. Since its inception in 1986, American Girl has been devoted to celebrating girls ages 3 to 12 through high-quality dolls and accessories, books, clothes, movies, and unforgettable experiences. Best-selling lines include BeForever™, Truly Me™, Girl of the Year™, and Bitty Baby™. Headquartered in Middleton, WI, the company sells products exclusively through its award-winning catalogue, on americangirl.com, and in its experiential retail stores. By inspiring girls to be their best, American Girl has earned the loyalty of millions of girls and the praise and trust of parents and educators.
Please apply online at www.americangirl.com
Connect with us on Facebook at American Girl Careers!
Affirmative Action Employer