at Commerce Bank in Peoria, Illinois, United States
Job Description
About Working at CommerceWouldn't it be great to build your career at a bank that's known for helping people with their financial challenges? That's exactly what you'd be doing when you join the team at Commerce Bank. We're looking for teammates who are ready to do whatever it takes to help our customers with their everyday financial needs. You'd be helping yourself too, because Commerce has a tradition of recognizing and rewarding team members for their talent, skills and contributions.
No wonder we've been an industry leader for over 155 years and have developed a reputation as a great place to work in the financial services world. If you'd like to be a part of a team and culture that is respected by its peers and in your community, we should talk. We're always looking for the best and brightest.
About This Job
If you'd like a job where you'd be responsible for growing relationships with existing clients, this might be the job for you. As a Treasury Management Account Manager, you'll be required to consistently meet balance, Treasury Services revenue, and profit budgets. You'll also be the key person in charge of building a strong, long-running relationship with our customers. If you're the kind of person who thrives on building business, we'd love to talk.
Essential Functions
- Serve as the primary client contact for maintenance and retention activity and proactively identify cross-selling product opportunities
- Identify potential solutions to client needs as requested, or because of needs analysis and identification in partnership with the client team to support business goals
- Collaborate with implementation partners to ensure timely delivery of Treasury Solutions to clients and post-sale satisfaction
- Independently manage building and preparing relationship reviews and follow-ups
- Ensure appropriate credit approval is in place for selected products and ensure ongoing compliance
- Participate and identify with internal projects and process improvements
- Perform automated clearing house and remote deposit audits and variance reports
- Run pricing/cost benefit models; confer with sales officer regarding profitability of relationships and any price negotiation needed
- Assist the sales officer in relationship planning, gather information regarding prospects and update plans as needed
- Perform other duties as assigned
Knowledge, Skills & Abilities Required
- Intermediate understanding of Treasury product knowledge, go to market strategy, and customer onboarding processes
- Intermediate understanding of bank operations and the cash management sales process
- Strong problem-solving, sales and presentation skills
- Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
- Inquisitive, agile, and strong team player with excellent written, verbal and interpersonal communication skills
- Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
- Intermediate level proficiency with Microsoft Word, Excel and Outlook
Education & Experience
- Bachelor's Degree with an emphasis in Business Administration, Accounting, or equivalent combination of education and experience required
- 3+ years experience in the financial services industry or within Treasury Management Sales, Product Management or Payment System Operations required
- Familiarity with banking payment system regulations, transaction processing and corporate treasury function preferred
- Prior sales and contract negotiation experience preferred
- Working knowledge of Revenue Cycle collection/payment processes and strategies preferred
- Certified Treasury Professional (CTP) or Accredited ACH Professional (AAP) certifications preferred
#LI-Hybrid
***Level of role is determined by knowledge, experience, skills, abilities, and education
Location: 401 Main Street, PEORIA, Illinois 61602
Time Type:
Full time
