DUTIES AND RESPONSIBILITIES

Sales Responsibilities

• Ability to work independently and partner with Business Bankers to develop new and deepen existing customer relationships
• Assists Banking Center Staff with Treasury Management sales and inquiries
• Generate new business by identifying market opportunities through cold calls, warm calls, and referrals
• Responsible for meeting sales goals for Treasury Management and Bank product and service cross-sales
• Responsible for the development of target list of prospects using Bank and outside data sources
• Perform product demonstrations and implementations over the telephone, in-person, or by email
• Drive new sales opportunities by determining customer needs and cross-selling Bank products and services
• Deepen established customer relationships through regular check-in calls to ensure Treasury Management solutions are meeting their needs. Identify and implement additional solutions that will help customers improve business operations.
• Participate in new customer onboarding
• Gather and prepare materials for customer review plans and RFPs
• Attends Officer Loan Committees to uncover new or additional Treasury Management needs of customers
• Timely responses to internal and external inquires

Industry KnowledgeEnhancement

• Maintain an in-depth knowledge and serve as subject matter expert on system abilities, industry best practices, procedures, agreements, enrollment forms, and associated risks
• Remain informed of new developments in Treasury Management
• Understand competitor capabilities and gaps, and how to position Bank solutions against them

Reporting Results and Employee Education

• Prepare monthly sales and pipeline reports to review with management
• Educate and advise Bank employees on Treasury Management solutions
• Annually review existing customers' pricing and make adjustments with Business Banker's consent

Community

• Maintain involvement in various community activities and organizations to enhance recognition of Peoples Bank and demonstrates the core vales of the company
• Maintain a strong knowledge of the communities served including new and established businesses
• Develop and maintain a referral network with centers of influence

Risk Management

• Conduct customer and service risk assessments (limits, usage, activity, worthiness)
• Obtain all necessary documentation prior to establishing a new account
• Review and ensure the completeness and accuracy of signed customer agreements, enrollment, and change request forms
• Understand and implement Bank policy, regulatory changes, and audit recommendations

RELATIONSHIPS AND CONTACTS

• Reports to VP, Senior Treasury Management Officer
• Maintains strong relationships and collaboration skills with Business Bankers, Banking Center Managers, Retail Banking Group Leaders, Digital Banking Manager, and Department Managers as needed

QUALIFICATIONS

• Bachelor's degree in a business or communications field required
• 5+ years Treasury Management experience with existing commercial relationships preferred
• Experience with FIS Digital Banking and Treasury Management solutions helpful
• Strong sales skills and customer service experience
• Ability to offer and demonstrate products and services to customers over the telephone, in-person, or by email
• Strong analytical and problem solving skills with effective written and verbal communication skills
• Excellent interpersonal skills
• Strong time management and organizational skills
• Maintain involvement in a minimum of one community leadership or "high visibility" role
• Strong Windows-based PC and software skills (Word, Excel, Power Point, Outlook, etc.)
• Knowledge of Salesforce to log calls, referrals and closings
• Requires travel to meeting locations and Banking Centers

ABOUT US

For over a entury, Peoples Bank has served as a cornerstone of customer commitment, helping our communities thrive and continuously supporting our community members. Proudly bearing the Finward name as a Finward Company, our logo symbolizes our unwavering dedication to financial excellence, advanced technology, and elevating the customer journey.

Headquartered in Munster, Indiana, Peoples Bank offers an extensive array of consumer, business, and wealth management solutions, alongside cutting-edge digital banking services. With 26 conveniently located Peoples Banking Centers spread across Northwest Indiana and Chicagoland, we uphold a tradition of delivering top-notch performance to our valued residents.

At Peoples Bank, we are driven by a passion for fostering success within our customer base and communities. Anchored in our core values of Stability, Integrity, Community, and Excellence, we are committed to building strong partnerships with our customers and communities to help them achieve financial success. Through innovative engagement and technology, we ensure an exceptional hometown customer experience at every turn.

Peoples is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

Equal Housing Lender/ Member FDIC

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

https://www.applicantpro.com/j/3335668-220029