Treasury Management Sales Associate

First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to meet the needs of savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations.

The Treasury Management Sales Associate, an hourly (non-exempt) position, works with the Treasury Management Sales Manager, Officers, and Relationship Managers (RMs) / Associate RMs providing pre-sales and post-sales support. This individual works within the Treasury Management Department providing innovative treasury management solutions to the Bank's Commercial Banking, Trade Finance, Business Banking, Public Funds, and Branch clients.

DUTIES & RESPONSIBILITIES:

* Participate in pre-call preparation, creating reports, proposals, pro-formas, and presentations for the sales team.
* Manage the client implementation and onboarding process.
* Provide client support and training in tandem with the Business Center.
* Manage the customer care experience, ensuring satisfactory service standards and appropriate resolution is achieved, as the first escalation point for the Business Center.
* Provide active account management leveraging available tools, resources, and information to identify opportunities to deepen existing Treasury Management relationships.
* Review required new account documentation received and follow up with clients when necessary.
* Periodic participation in internal and external sales calls with Officers and Sales Manager.
* Conduct and complete additional assignments/projects as designated by management.

QUALIFICATIONS:

* Bachelor's degree required with emphasis on Finance, Marketing, Accounting, Economics, or related field.

* A minimum of two years experience in banking with treasury management experience highly preferred.

* Strong candidates have exceptional customer service skills, are familiar with commercial financial services, are highly detail-oriented self-starters, are extremely organized, can work independently, and are motivated by a team-oriented environment.

* Experience with creating sales and marketing correspondence.

* Client-facing experience highly preferred.

* Qualified military veterans are encouraged to apply.

* Must be professional, comfortable speaking with external and internal contacts with a demonstrated ability to tailor the message appropriately to the audience and situation effectively.

* Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms. Maintain professional standards relating to spelling and grammar.

* Maintain credibility through professional demeanor, appearance, and presence by modeling standards appropriate to our environment and industry.

* Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, adopting a constructive, solutions-focused approach.

* Use sound professional judgment to balance the interests of the organization and customer, understanding and using available resources to mitigate risks.

* Proficiency with Microsoft 365 products and applications, including the ability to effectively prepare or review documents, procedures, and reports.

* Demonstrated ability to learn new systems and applications, as well as the ability to understand, adapt and adjust responsibilities/workflows as a result of system upgrades.

* Occasional travel to other First American Bank locations, Bank functions, and training facilities may be required.

* Typical scheduled hours are Monday through Friday 7:30 a.m. to 4:30 p.m. or 8:00 a.m. to 5:00 p.m. Additional hours may be required based on business need.

* Punctuality is required to maintain First American Bank's customer service standards.