EMSI Skill: Microsoft Outlook

Soft Skill

Client Service Representative

Requirements

Key Responsibilities:

· Prepare and process “special” Certificates of   Insurance, according to company guidelines

· Manage CSR24 portal for clients, including   setting up access and troubleshooting technical issues

· Create and Renew certificate masters

· Create and manage monthly reports for clients

· Process change requests

· Check non-premium endorsements 

· Send out cancellation certificates as needed

· Create and organize renewal questionnaires

· Order Loss Runs from insurance companies and   review for large losses/reserves

· Review Motor Vehicle Records 

· Assist administrative team as needed

· Other duties as assigned

 

Skills/Qualifications:

· BA   or BS or applicable job experience

· 1-3   years experience in P&C or related field

· Must   have strong Outlook, Word, Excel and PowerPoint Skills

· Ability   to work in a fast-paced environment while adapting to changing deadlines and   priorities

· Excellent   verbal and written communication skills required

Treasury and Payment Solutions Product Manager (Remote)

Dubuque Iowa preferred location.

Under general direction, the TM Product Manager plans, organizes and directs the development and maintenance of all Treasury and Payment Solutions (TPS) commercial/business banking products from conceptual stages through product life cycles.

 

 

PRIMARY & ESSENTIAL RESPONSIBILITIES:
1.    In conjunction with Commercial/ Business Banking, Finance, Compliance and Operations departments, directs overall TPS product strategy, research and development, and coordination/education with TMOs, Solution Consultants, Implementations and Bankers.
2.    Plans, directs, and maintains a comprehensive TPS product and services strategic plan to guide Bank resource allocation and technology planning efforts.
3.    Acquires primary and secondary research to provide direction for TPS pricing, delivery, product design and customer adoption.
4.    Leads the TPS product development/new release capability relating to positioning the sales team for success in growing/retaining business. 
5.    Directs the development of sales collateral and customer training/on-boarding materials and tools used by the sales team.   
6.    Maintains and works closely with Legal Department all customer legal agreements for each product.
7.    Leads annual TPS pricing review with all banks and make appropriate recommendations.
8.    Assists in and works closely with operations to finding solutions to growing customer needs.
9.    Develops recommendations on product bundling, capabilities, segmenting and pricing. 
10.    Provides estimates of product profit potential.
11.    Develops and executes plans to create greater non-interest income.
12.    Develops and executes plans to increase product cross sell penetration.
13.    Coordinates the development of  reduce or maintain deposit interest costs relative to achieving deposit growth goals for Sweep products and earning credit rates.
14.    Develops competitive analyses and pricing models to formulate recommendations and parameters for pricing implementation in various markets.  Builds pricing models as needed.
15.    Continually assesses product lines’ abilities to meet market needs and business units’ objectives, and develops or proposes product solutions where gaps exist.
16.    Provides consulting services “as deep product expert” to sales people for customer presentations/sales and all company business lines in support of strategic initiatives.
17.    Identifies and monitors competitors with competing products, pricing and customer response for all Heartland markets.
18.    Maintains relationship with Operational departments for programming product specifications.
19.    Maintains relationship with TMOs, Solutions Consultants, Implementations and bankers for integrating sales practices.
20.    Establishes marketing objectives for each product.
21.    Writes technical product descriptions for internal and external use.
22.    Collaborates with a wide variety of functional areas to develop and provide product information responsive to customer needs and market opportunities.
23.    Performs other duties as assigned.

 

REQUIRED SKILLS & EXPERIENCE:
1.    A minimum of 7-10 years’ progressive experience in bank operations, marketing, financial product development and/or research and interpretation of data.
2.    Bachelor’s degree, in business administration, marketing, finance or equivalent experience; Advanced Degree preferred
3.    A minimum of 5-7 years’ experience in Treasury Management and/or Commercial Card Payments specifically.
4.    In-depth knowledge of TM products, payments, risk management, relative compliance and commercial banking. 
5.    Excellent interpersonal and customer facing skills – strong written and verbal communication skills. 
6.    Strong presentation and training skills.
7.    Ability to function effectively in matrix management environment.
8.    Proven decision making skills.
9.    General understanding of marketing and data needed to manage business growth. 
10.    Knowledge of banking database software, statistical measurement software such as SPSS, Microsoft Office software including Outlook, Excel, Word, PowerPoint and Access.

 

OCCUPATIONAL CERTIFICATION:

1.    CTP and or AAP required
 

Colorado law requires the posting of the salary range for advertised jobs. For candidates sitting in the state of Colorado the range is as follows: $125,000 – $140,000

  

This range is determined based on market data and internal pay practices to establish a minimum and maximum value for a job. Individual base pay is determined based on a variety of elements including experience, skills, internal equity and other factors. Position may be eligible for annual incentive compensation program.   

  

We offer our employees a competitive and comprehensive total rewards package. Some of the many benefits included in this package are full medical, dental and vision coverage, retirement plans, paid time off, employer-paid life and disability insurance, tuition, and student loan debt repayment solutions. Our employees and their family members have full access to our confidential Employee Assistance Program to assist with personal and work/life balance concerns.  

Wealth Management Administration Compliance Lead

The Wealth Management (WM) Administration and Compliance Lead develops and implements policies, procedures, and workflow that enhance the ongoing administration of HTLF WM accounts in accordance with regulations. This individual ensures compliance and risk management policies, procedures, and controls are being adhered to and provides related resources and support to member banks. This individual maintains, modifies, and ensures proper use of account administration documentation and the related procedures.

REMOTE/HYBRID WORK OPTIONAL

 

 

Primary Responsibilities

  • The WM Administration and Compliance Lead oversees the development, oversight, and review of workflow, processes, and procedures to ensure proper administration in compliance with policy.
  • Drives innovative efficiencies in workflow through available technology and enhancements by proactively detecting patterns of inefficiency or error and proposes solutions.
  • Primary owner of procedure and account administration documentation including forms.
  • Ensures effective and timely communication of workflow, processes, and procedures to WM team.
  • Develops and implements the administrative review program process in compliance with policies, procedures, and regulatory requirements.
  • Responsible for reviewing and monitoring compliance strategies to validate administrative review process adherence and effect on risk.
  • Develops strong relationships with member bank administrators through exceptional problem solving, ownership, and follow through.
  • Manages resources to provide timely support to WM team questions regarding compliance matters.
  • Coordinates the development and ongoing implementation of the account acceptance process across HTLF Member Banks.
  • Maintains up-to-date knowledge of relevant regulations, laws, and best practices related to the job function through internal and external training resources and keeps department and relationship managers up to date on new guidance and its implementation.
  • Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.

Secondary Responsibilities

  • Performs other duties as assigned.

Management Responsibilities

  • This job has no management responsibilities.

Qualifications

 

  • Bachelors required
  • 5-7 years of professional trust, fiduciary, or legal experience. required
  • Prior experience leading others toward engagement and productivity. required
  • Demonstrates strong working knowledge of trust and fiduciary regulations and principals. required
  • Ability to build relationships, establish trust and work collaboratively with co-workers, internal clients and other stakeholders at all levels. required
  • Demonstrates excellent written and verbal communication, organizational, problem solving, and decision-making skills. required
  • Demonstrates ability to define problems, collect data, establish facts, and draw valid conclusions. required
  • Capable of multitasking a heavy workload while meeting deadlines. required
  • Demonstrates capability to identify and remediate risks within the context of the broader organization and profitability. required
  • Record of excellent service skills Demonstrated record of excellent service skills. required
  • Advanced knowledge of MS Word, Excel, Outlook, PowerPoint. required

Wealth Management Platform Coordinator

The Wealth Management (WM) Platform Coordinator works directly with HTLF member bank teams and HTLF WM to provide exceptional administration, user support, training, data quality, and reporting within the various platforms utilized by WM. These include Salesforce, Advisor Console, Financial Planning, Digital Advice, proposal generation tools, and client portal. Other responsibilities include general sales/service support to member banks, collaborating with other business lines to manage/monitor various marketing initiatives, and to work with WM Training Resource Manager to provide ongoing training, education, and support related to WM platforms.

 

 

Primary Responsibilities

  • Provide daily support and troubleshooting and act as point of contact for the WM partners at HTLF member banks.
  • Assists the Director of Platform Services to ensure quality data is populated and maintained across WM platforms, including Financial Planning software, digital investment platform, proposal generation tools, and client portal.
  • Coordinates WM sales/service activities by supporting CRM administration, sales reporting, call-tracking, and marketing initiatives. Assists in the creation and maintenance of related reports and dashboards.
  • Assists in the maintenance of CRM roles, profiles, hierarchies, workflow rules, custom objects/fields, email alerts, reporting, dashboards, apps, etc., in support of day-to-day sales activities.
  • Collaborates with HTLF Marketing team members to develop, execute, and measure digital marketing programs across website, email, digital advertising, and social platforms.
  • Coordinates with the WM Training Resource Manager to support training efforts, including procedure documentation, and identifies opportunities for improvement within onboarding and ongoing training of staff.
  • Provides reporting to assist in the accurate and timely administration of WM incentive compensation plans.
  • Works cross-functionally with Sales, Marketing, Retail, Commercial, Finance, Salesforce Business Systems Administrator, SEI Support, and other IT contacts to resolve issues and solutions.
  • Assists projects and project personnel on an ad hoc basis, as required, to include corporate-wide initiatives.
  • Completes administrative duties as assigned.
  • Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.

Secondary Responsibilities

  • Performs other duties as assigned.

Management Responsibilities

  • This job has no management responsibilities.

Qualifications

 

  • Bachelors Business Administration/Management required or
  • Bachelors Finance required
  • Or Related Field
  • Previous experience in financial services or equivalent. required
  • 4-6 years related experience and/or training. preferred
  • Experience with Salesforce. preferred
  • Familiar with lead generation, sales forecasting, pipeline management and CRM data analysis a plus. required
  • Ability to read, analyze and interpret. required
  • Ability to write reports, business correspondence and procedures. required
  • Excellent written and verbal communication skills, ability to articulate with employees and executives. required
  • Ability to define problems, collect data, establish facts and draw valid conclusions. required
  • Ability to support and receive instruction and direction from multiple staff members. required
  • Ability to work effectively to a geographically dispersed team. required
  • Advanced knowledge of MS Word, Excel, Outlook PowerPoint. required

Wealth Management Marketing & Communications Coordinator

The Wealth Management (WM) Marketing and Communications Coordinator is responsible for the ongoing development and delivery of information that supports client and advisor engagement at HTLF member banks. This includes coordinating the procurement of content, management of collateral/sales material, supporting marketing and sales efforts, and coordinating internal/external communications related to WM products, services, and education. This position works extensively with WM leadership and other HTLF business partners to provide ongoing support to our member banks.

 

 

Primary Responsibilities

  • Coordinates, writes, proofreads, reviews and edits content and messaging for communications across print and digital, including, collateral, websites, social media, marketing campaigns, articles, newsletters, etc. Works with WM leadership, Human Resources and other business lines to capture relevant content for Wealth Management Communication updates and maintains WM distribution lists.
  • Works with WM leadership in the creation and maintenance of marketing materials to support the acquisition and retention of WM clients, including proposals, digital proposal tools, presentations, brochures, video, and other collateral material.
  • Manages internal and external communications, including WM department communications, internet/intranet updates, web/digital updates, and coordinating/facilitating internal and external meetings.
  • Acts as a resource in a proofreading capacity of internal communications and marketing material.
  • Serves as primary contact to HTLF Marketing to facilitate updates necessary for internal intranet and external web, print, and other marketing material.
  • Coordinates and facilitates internal and external webinars and WM client events.
  • Coordinates project schedules and workflow to ensure marketing and communication projects are completed on time and as designed.
  • Coordinates with the WM Training Resource Manager to plan and coordinate new employee onboarding as well as ongoing training sessions for WM and provides necessary communication to the field.
  • Supports and maintains HTLF and WM materials related to WM Strategic Planning initiatives.
  • Completes administrative duties as assigned.
  • Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.

Secondary Responsibilities

  • Performs other duties as assigned.

Management Responsibilities

  • This job has no management responsibilities.

Qualifications

 

  • Bachelors Business Administration/Management required or
  • Bachelors Finance required
  • Or Related Field
  • Previous experience in financial services or equivalent. required
  • 2-5 years’ experience in financial services or equivalent. required
  • Thorough understanding of investment products and services. required
  • Excellent written and verbal communication skills, ability to articulate with employees and executives. required
  • Advanced organization and prioritization abilities. required
  • Extreme attention to detail. required
  • Strong interpersonal skills. required
  • Ability to support and receive instruction and direction from multiple staff members. required
  • Ability to work effectively to a geographically dispersed team. required
  • Advanced knowledge of MS Word, Excel, Outlook PowerPoint. required

Wealth Management Administrative Support Coordinator

The WM Administrative Support Coordinator is the subject matter expert for WM administration, client and account related processes and activities, and ensuring the service quality delivered to clients. The coordinator advises, trains, and problem solves administrative issues as a partner to member bank Wealth Advisors, Fiduciary Officers, Associates, Wealth Specialists and their clients.

REMOTE/HYBRID WORK OPTIONAL

 

 

Primary Responsibilities

  • Acts as primary contact and resource for member bank relationship managers in client needs, problem resolution, account administration, and compliance with policies and regulations.
  • Leads technical administrative training as a vital component of the WM training program. Conducts administration specific new hire training.
  • Assists in the maintenance and creation of internal forms and procedures, training materials, best practice documentation, and creation of reports.
  • Develops strong relationships with customers and member bank administrators through exceptional problem solving, ownership, and follow through.
  • Collaborates with member bank relationship managers on administrative duties associated with unique accounts, including estates and administrative trusts.
  • Identifies patterns affecting proper administration and proposes solutions to management.
  • Provides floating administrative support remotely in various roles in member bank markets, when required and as assigned.
  • Maintains a complete working knowledge of WM Administration Policy and Procedures.
  • Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.

Secondary Responsibilities

  • Performs other duties as assigned.

Management Responsibilities

  • This job has no management responsibilities.

Qualifications

 

  • Bachelors required
  • At least 3 years of relevant wealth management or trust administration experience. required
  • Ability to be proactive, prioritize, and follow through. required
  • Ability to build relationships and work collaboratively with co-workers and member bank relationship managers. required
  • Articulate, possessing strong verbal and written communication skills. required
  • Demonstrated record of excellent service skills. required
  • Self-motivated with ability to stay connected to a geographically dispersed team. required
  • Experience with Financial Planning, CRM, Trust Accounting and/or Sales Reporting software. required
  • Record of excellent service skills. required
  • Advanced knowledge of MS Word, Excel, Outlook, PowerPoint. required

Commercial Banking Assistant II

The Commercial Banking Assistant (CBA) II supports the Relationship Manager (RM) from the initial application processing through closing and booking the transaction, including renewals and modifications along with ongoing support for the client needs.

This includes being liaison between the RM, Credit and Loan Operations. Complete oversight and responsibility to drive alignment and communication among all internal team members. Additionally, to ensure that all deals successfully continue to move forward.

The successful CBA II anticipates and executes on all commercial team needs; while guiding, influencing and advising the Relationship Managers for full productivity. Our CBA II makes independent judgment decisions, takes full initiative without waiting for direction, exercises a high level of critical thinking skill and display a dominate presence to ensure each closing is successful.

 

 

Primary Responsibilities

  • Manages the loan process and coordinates the ongoing activities of the Portfolio Manager and Commercial Banker in relation to successful origination.
  • Drives the commercial loan process by interacting with loan customers using multiple communication strategies, acting on behalf of the Commercial Bankers, when appropriate and within scope of authority.
  • Guides borrower to collect all required documentation (pre-and post-approval). Enters all loan data (structure, borrowers, collateral, pricing) into LOS System and is accountable for its accuracy.
  • Images all necessary documents and creates placeholders in DocMan to build an electronic credit file (New with system).
  • Oversees the process of compliance and customer verifications to include OFAC and Fraud. Is responsible for adhering to Reg B and flood regulations.
  • Acquires individual and business credit bureaus from 3rd party vendor and provides documents to the Portfolio Manager for Underwriting.
  • Analyzes all information and data requests from Credit and other business lines to secure all open items. Provides all relevant information to the Credit team and other business lines when requested. Reviews all information received from these teams and is responsible for the appropriate disposition.
  • Requests and collects due diligence activities and third party reports (appraisals, environmentals, UCC, title work, articles of good standing, credit report, etc.) and provides them to the Commercial Banker and Portfolio Manager for review.
  • Partners with Loan Operations to support pre-closing and closing activities including: collect loan documents from Doc Prep team, review for completeness, ensure accuracy and accountable for the confirmation of all closing logistics.
  • Engages credit to complete updated financial spreads and other activities (when new financial statements are received from the client and uploaded into the appropriate system).
  • Ensures funding of closed loans, processes income and expense fees per procedures.
  • Obtains exception reports and partners with Commercial Bankers and Portfolio Managers to resolve all loan documentation issues to clear documentation exceptions within the appropriate timeframe.
  • Oversees and processes paid off loans in accordance with bank procedures in a timely and error free manner.
  • Monitors and acts on daily, weekly and monthly reports for maturing and delinquent loans. Ensures that the Deal Team has no administratively delinquent loans. Manage customer accounts by way of processing loan payments, disbursements, advances, and assisting in the monitoring of NSF activity.
  • Reduces Not In Good Order (NIGO) errors and, as a member of the deal team, initiates any actions needed to improve the quality of the loan.
  • Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.

Secondary Responsibilities

  • Performs other duties as assigned.

Management Responsibilities

  • This job has no management responsibilities.

Qualifications

  • High School required
  • Associates preferred
  • Bachelors preferred
  • 3-5 years of commercial banking support, previous proven Member Bank CBA I experience, or a recent college graduate with high potential for growth
  • Knowledge and experience of Commercial lending and banking regulations, department operations, policies and procedures, preferred
  • Knowledge of proper collateral documentation needed to obtain and perfect all types of collateral, preferred
  • Knowledge of government and specialty lending programs, as well as participated loans, preferred
  • Knowledge of required entity documentation for various business entities (Corporations, LLC’s, Partnerships, etc.), preferred. Proficient computer skills, including Windows, Excel, Word, and Outlook. Ability to quickly become proficient in complex systems.
  • Excellent customer service skills.
  • Effective time management skills with the ability to independently prioritize tasks.
  • Proven ability to work in a fast-paced environment and meet deadlines.

Executive Assistant

Reporting directly to the President and CEO, Bank President, Regional President or Business Line EVP “Executive” the Executive Assistant provides support in a one-on-one working relationship. The position serves as the primary point of contact for internal and external customers on all matters pertaining to their respective business line and serves as a liaison to the senior management team and the board of directors. The Executive Assistant may also work independently on projects, from conception to completion, and must be able to work under tight time lines to handle a wide variety of activities and confidential matters with discretion.

 

 

PRIMARY & ESSENTIAL RESPONSIBILITIES:
Executive Support (All)
a.    Completes a broad variety of administrative tasks for the “Executive” including: managing an extremely active calendar of appointments; completing expense reports; composing and preparing correspondence that is sometimes confidential; arranging complex and detailed travel plans, itineraries, and agendas; and compiling documents for travel-related meetings.
b.    Plans, coordinates and ensures the “Executive’s” schedule is followed and respected. Provides “gatekeeper” and “gateway” role, creating win-win situations for direct access to the “executive’s” time and office.
c.    Communicates directly, and on behalf of the “Executive” with Board members as well as internal and external customers.
d.    Researches, prioritizes, and follows up on incoming issues and concerns addressed to the “Executive”, including those of a sensitive or confidential nature. Determines appropriate course of action, referral, or response.
e.    Provides a bridge for smooth communication between the “Executive’s” office and internal
departments; demonstrating leadership to maintain credibility, trust and support with senior management staff.
f.    Works closely and effectively with the “Executive” to keep him/her well informed of upcoming commitments and responsibilities, following up appropriately. Acts as a “barometer,” having a sense for the issues taking place in the environment and keeping the “Executive” updated.
g.    Provides leadership to build relationships crucial to the success of the organization, and may manage variety of high impact special projects for the “Executive”,
h.    Successfully completes critical aspects of deliverables with a hands-on approach, including PowerPoint presentations, spreadsheets, organization charts, correspondence and other tasks that facilitate the “Executive’s” ability to effectively lead the company.
i.    Prioritizes conflicting needs; handles matters expeditiously, proactively, and follows-through on projects to successful completion, often with deadline pressures.
j.    Coordinates and/or sets meetings and calendar invites on behalf of executives.
k.    Acts as a senior management liaison, including notetaking and information sharing from meetings. 

Board Support and Liaison – (CEO, Bank President, EVP support)
a.    Serves as the “Executive’s” administrative liaison to the board of directors
b.    Maintains discretion and confidentiality in relationships with all board members
c.    Adheres to applicable rules and regulations regarding board and board committee matters, including advance distribution of materials before meetings in electronic/paper format.
d.    Assists board members with travel arrangements, lodging, and meal planning, as needed
e.    Participates as an adjunct member of the Executive Team including assisting in scheduling meetings and attending meetings
f.    Assists in coordinating the agenda of senior management team meetings and off-sites, and all- staff meetings
Other Administrative Responsibilities (All) 
a.    Orders and maintains supplies and arranges for equipment maintenance; participates in organizing the office space
b.    Prepares, reviews, and/or distributes various reports on a scheduled or ad hoc basis. 
c.    Assists in preparation for regulatory exams and internal and external audits.
d.    Tracks department compliance with processes, required training, and performs other follow-up activities on behalf of the “Executive”. 
Regional Support (Regional Presidents)
1.    Provides all executive support and other administrative responsibilities to Regional President, Regional CFO, Regional Operations Officer, and Regional Retail Bank Executive. 

SECONDARY & NONESSENTIAL RESPONSIBILITIES:
2.    Performs other duties as assigned which could include: 
a.    Serves as a back-up to other roles.
b.    Participates in compliance, merger, or HR activities.
c.    Participates in research, training, or onboarding activities.
d.    Serves as a point person for a process or system.

 

REQUIRED SKILLS & EXPERIENCE:
1.    5-7 years of administrative support experience – C-Level Executive support preferred.
2.    Bachelor’s Degree or equivalent combination or education and work experience
3.    Advanced knowledge of Microsoft Office to include Word, Excel, Outlook, PowerPoint and (Access if needed).
4.    Strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail.
5.    Very strong interpersonal skills and the ability to build relationships with all levels to include:   stakeholders, including staff, board members and external customers.
6.    Expert level written and verbal communication skill.
7.    Demonstrated proactive approaches to problem-solving with strong decision-making capability.
8.    Highly resourceful team-player, with the ability to also be extremely effective independent.
9.    Proven ability to handle confidential information with discretion, be adaptable to various competing demands, and demonstrate the highest level of customer/client service and response.
10.    Demonstrated ability to achieve high performance and meet deadlines in a fast-paced environment.
11.    Forward looking thinker, who actively seeks opportunities and proposes solutions.
 

Treasury and Payment Solutions Product Manager (Remote)

Dubuque Iowa preferred location.

Under general direction, the TM Product Manager plans, organizes and directs the development and maintenance of all Treasury and Payment Solutions (TPS) commercial/business banking products from conceptual stages through product life cycles.

 

 

PRIMARY & ESSENTIAL RESPONSIBILITIES:
1.    In conjunction with Commercial/ Business Banking, Finance, Compliance and Operations departments, directs overall TPS product strategy, research and development, and coordination/education with TMOs, Solution Consultants, Implementations and Bankers.
2.    Plans, directs, and maintains a comprehensive TPS product and services strategic plan to guide Bank resource allocation and technology planning efforts.
3.    Acquires primary and secondary research to provide direction for TPS pricing, delivery, product design and customer adoption.
4.    Leads the TPS product development/new release capability relating to positioning the sales team for success in growing/retaining business. 
5.    Directs the development of sales collateral and customer training/on-boarding materials and tools used by the sales team.   
6.    Maintains and works closely with Legal Department all customer legal agreements for each product.
7.    Leads annual TPS pricing review with all banks and make appropriate recommendations.
8.    Assists in and works closely with operations to finding solutions to growing customer needs.
9.    Develops recommendations on product bundling, capabilities, segmenting and pricing. 
10.    Provides estimates of product profit potential.
11.    Develops and executes plans to create greater non-interest income.
12.    Develops and executes plans to increase product cross sell penetration.
13.    Coordinates the development of  reduce or maintain deposit interest costs relative to achieving deposit growth goals for Sweep products and earning credit rates.
14.    Develops competitive analyses and pricing models to formulate recommendations and parameters for pricing implementation in various markets.  Builds pricing models as needed.
15.    Continually assesses product lines’ abilities to meet market needs and business units’ objectives, and develops or proposes product solutions where gaps exist.
16.    Provides consulting services “as deep product expert” to sales people for customer presentations/sales and all company business lines in support of strategic initiatives.
17.    Identifies and monitors competitors with competing products, pricing and customer response for all Heartland markets.
18.    Maintains relationship with Operational departments for programming product specifications.
19.    Maintains relationship with TMOs, Solutions Consultants, Implementations and bankers for integrating sales practices.
20.    Establishes marketing objectives for each product.
21.    Writes technical product descriptions for internal and external use.
22.    Collaborates with a wide variety of functional areas to develop and provide product information responsive to customer needs and market opportunities.
23.    Performs other duties as assigned.

 

REQUIRED SKILLS & EXPERIENCE:
1.    A minimum of 7-10 years’ progressive experience in bank operations, marketing, financial product development and/or research and interpretation of data.
2.    Bachelor’s degree, in business administration, marketing, finance or equivalent experience; Advanced Degree preferred
3.    A minimum of 5-7 years’ experience in Treasury Management and/or Commercial Card Payments specifically.
4.    In-depth knowledge of TM products, payments, risk management, relative compliance and commercial banking. 
5.    Excellent interpersonal and customer facing skills – strong written and verbal communication skills. 
6.    Strong presentation and training skills.
7.    Ability to function effectively in matrix management environment.
8.    Proven decision making skills.
9.    General understanding of marketing and data needed to manage business growth. 
10.    Knowledge of banking database software, statistical measurement software such as SPSS, Microsoft Office software including Outlook, Excel, Word, PowerPoint and Access.

 

OCCUPATIONAL CERTIFICATION:

1.    CTP and or AAP required
 

Colorado law requires the posting of the salary range for advertised jobs. For candidates sitting in the state of Colorado the range is as follows: $125,000 – $140,000

  

This range is determined based on market data and internal pay practices to establish a minimum and maximum value for a job. Individual base pay is determined based on a variety of elements including experience, skills, internal equity and other factors. Position may be eligible for annual incentive compensation program.   

  

We offer our employees a competitive and comprehensive total rewards package. Some of the many benefits included in this package are full medical, dental and vision coverage, retirement plans, paid time off, employer-paid life and disability insurance, tuition, and student loan debt repayment solutions. Our employees and their family members have full access to our confidential Employee Assistance Program to assist with personal and work/life balance concerns.  

Treasury and Payment Solutions Sales Analyst II (HYBRID IN OFFICE & WFH IN COLORADO)

Under general direction, the Treasury and Payment Solutions (TPS) Sales Analyst II, support the Treasury Management Officers (TMO’s) and Sales Consultants (SC’s) in growing TPS revenue. This position is responsible for the creation, analysis and delivery of proposals, RFPs, and sales presentations. The TPS Sales Analyst II performs pre-call planning, preparation and participates in joint sales calls with TMOs, SCs, and Commercial Bankers. Additionally, this position is responsible for identifying cross sale opportunities and for inside sales of small business clients. The TPS Sales Analyst II provides a high level of internal customer support through understanding and driving the sales culture and vision of the organization within the member banks, maintaining and delivering reporting and metrics; and managing all additional aspects of sales support in the sub lines of business.

 

 

Primary Responsibilities

  • Develops proformas, proposals and customer profitability analysis for Treasury, Card and EAP opportunities.
  • Coordinates proposal responses and works across business lines to gather response information.
  • Provides sales demos for Treasury and Payment Solutions applications.
  • Assists with pipelining/forecasting.
  • Understands and communicates the sales culture and vision within each member bank.
  • Creates comprehensive Relationship Reviews including account structure, industry updates, and product/service recommendations.
  • Prepares pre-call planning prep and materials for TPS client and prospect meetings.
  • Serves as the designated backup to the TMO and SC and assists customers as appropriate.
  • Leads sales for small business clients including bundled treasury products and card.
  • Accompanies the Commercial Bankers, TMOs and SCs on sales calls to ensure a working knowledge of customer base and act as backup for complex client relationships.
  • Updates the SC and TMO pipelines through Salesforce or Enact and ensures pipelines are current and accurate.
  • Generates and distributes bank specific Salesforce reporting to the member banks.
  • Records reassignment of all TMO and SC colleagues within assigned region.
  • Coordinates and prepares materials for internal meetings.
  • Acts as a liaison between Marketing and TPS at the bank level to ensure marketing materials are current and up-to-date.
  • Coordinates exception pricing updates and approvals. Reviews account analysis after deals are closed to ensure that new clients and services are billing properly.
  • Actively follows-up with any Commercial Sales leads generated by marketing events/campaigns.
  • Maintains a thorough knowledge of all applicable compliance laws and regulations including but not limited to BSA/AML/OFAC/CRA, consumer compliance, etc.
  • Works with Commercial Sales colleagues to ensure sales reports are completed on a timely basis, pipelines are current, calls are logged, households are correct, and goals are entered properly.
  • Works with the Commercial Sales colleagues to ensure sales reports are completed on a timely basis, pipelines are current, calls are logged, and won deals flow appropriately to TM Support and the Commercial Bankers/Credit.
  • Monitors weekly Salesforce dashboards and resolves discrepancies between sales opportunities and implementations.
  • Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.

Secondary Responsibilities

  • Performs other duties as assigned.

Management Responsibilities

  • This job has no management responsibilities.

Qualifications

 

  • Bachelors Business Administration/Management, Finance required and
  • 3-5 years Banking related experience, preferably with related experience in Sales and Commercial Banking.
  • Knowledge of cash management products, principles and practices.
  • Proficient with Microsoft Office Suite to include: Word, Excel, PowerPoint, and Outlook.
  • Excellent interpersonal and customer service skills.
  • Demonstrated proficiency in organizing and prioritizing work to meet deadlines, with the ability to adapt within a changing environment.
  • Demonstrated accuracy and thoroughness.