Responsible for the implementation of products and services for commercial Treasury clients. This includes working with the Treasury sales and service teams to analyze client requirements and gather the appropriate deliverables to complete the implementation for new clients and perform maintenance for existing clients. A positive, can-do attitude to support our INB sales force and all potential clients is a must. Will be responsible for helping sales staff follow-through the sales process with both personal and commercial customers; from helping identify the right product, service, or solution to preparing new account paperwork. Treasury Support helps the Sales officer get the client accounts onboarded and account agreements signed. Generally serving new and existing customers while continuing to look for other cross-sell opportunities.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Utilize data provided from sales and/or support personnel to establish or update client specific information during the implementation or maintenance process
Analyze, review, and document client requirements while adhering to established processes and procedures
Communicates challenges or issues to the appropriate personnel to ensure we are providing the best possible client experience
Manage multiple implementations or projects simultaneously and be proficient in communicating progress updates to the appropriate team members throughout the process
Develop a working knowledge of all retail and commercial products and services offered by INB
Provide excellent customer service in all customer interactions related to Retail and Treasury products and assist the department with the High Touch Customer Program
Cross-sell appropriate products during customer interactions
Promptly & courteously answer and resolve all customer phone inquiries, in accordance with INB phone policy.
Assist customers with any service needs related to their deposit accounts (change of signers, address changes, stop payments, etc.) and commercial account opening and maintenance
Adhere to all INB policies and procedures relative to the job function (i.e. CIP, BSA, Reg CC, etc.)
Maintain an effective follow-up process to any items held within a “Pending/Hold” file
Continuous learning of cash management and analysis systems
Support the Bank Merchant Processing Representative as needed
Perform other related duties as assigned or requested. Attend offsite joint calls with Commercial lending and Sales staff
Assist Treasury Services Manager with daily assignments and projects
Responsible for Promontory (CDARS/ICS) sales and service to commercial customers This job has limited direct
Supervisory duties may include leading project teams from time to time.
To perform the job successfully, an individual should demonstrate the following competencies:
Communication – understands and effectively utilizes communication concepts, tools and techniques; ability to effectively communicate, receive and interpret ideas, information, and needs.
Accuracy – understands the importance, necessity, and value of accuracy and attention to detail; ability to process information and tasks with a high level of accuracy.
Managing Priorities – ability to manage and prioritize multiple objectives, projects, and activities by executing superior time management skills.
Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures.
Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
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, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
Associate's degree (A. A.) or equivalent from two-year College or technical school; or two years related experience and/or training; or equivalent combination of education and experience. CSR experience preferred.
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
To perform this job successfully, an individual should have knowledge or capabilities of navigating web-based software and services such as INB’s Digital Banking admin site as well competency in the Microsoft Office Suite of products such as Word, Excel, PowerPoint, and Outlook. Familiarity with Microsoft Access is desired.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The employee must occasionally lift and/or move up to 25 pounds.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills, or working conditions.
ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for American with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.
Illinois National Bank is committed to Equal Employment Opportunity with respect to recruitment, hiring, training, promotion, and other terms and conditions of employment. It is INB's policy to afford equal opportunity to all employees and applicants for employment without regard to race, creed, color, sex, sexual orientation, age, marital status, national origin, disability, religion, veteran status, or any other basis prohibited by law. The EEO Law poster is available here: http://www1.eeoc.gov/employers/upload/eeoc_self_print_poster.pdf
About Illinois National Bank
At INB, a career represents our active commitment to serve businesses in our local community. We continually invest in our employees and in new technologies so that we can provide the most effective, efficient solutions at a reasonable cost. With multiple locations throughout central Illinois, INB has long been considered one of the best places to work locally. And our team at INB truly makes the difference in our community. Our outstanding customer service and loyal customer base would not be possible without a strong staff who cares about our customers and our community. In return, INB offers an extremely competitive benefit package.Full-time employee benefit options include:-Health insurance-Dental insurance-Life insurance-Disability insurance-Supplemental insurance-Medical Reimbursement plan-Dependent Care Reimbursement plan-Tuition Reimbursement plan-401(k) plan with company match-Paid benefit time (holidays, vacation, personal, sick)-Philanthropic programIllinois National Bank is committed to Equal Employment Opportunity with respect to recruitment, hiring, training, promotion, and other terms and conditions of employment. It is INB's policy to afford equal opportunity to all... employees and applicants for employment without regard to race, creed, color, sex, sexual orientation, age, marital status, national origin, disability, religion, veteran status, or any other basis prohibited by law.