Assistant Vice President

7 days ago

Brookfield, Wisconsin, United States First Business Bank Full time


Position at First Business Bank

Join us today as an Assistant Vice President - Treasury Management Sales Officer

First Business Bank is a Top Workplaces USA company, learn more here.

At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us

Location: Brookfield, WI, onsite position

OVERVIEW:

The Assistant Vice President -Treasury Management Sales Officer is responsible for providing effective and quality service to prospective and current business banking clients, generating new deposit and treasury service relationships through prospecting and business development activities, actively promoting the sale of all First Business products through cross-selling, and taking an active role in the community through service and professional associations.

Essential responsibilities for this role include:
  • Responsible for developing new client relationships and gathering in-market deposits; self-sourcing is a key objective in addition to collaborating with Commercial Bankers.
  • Actively call on prospective businesses to develop new commercial deposit and loan relationships while meeting client, prospect, and COI call goals as established each month.
  • Maintain existing client relationships; perform deposit account reviews and cross-sell new products.
  • Strong relationship-building and communication skills to work closely with the commercial lending team, as well as other First Business entities, to cross-sell bank solutions to existing, and prospective clients.
  • Be available to partner with and assist other Treasury Management Officers and Specialists with client contact to meet all compliance and regulatory requirements on a continual basis.
  • Contribute to the improvement of the Treasury Management Department and First Business Bank
    • Stay current on existing industry technology and trends.
    • Keep abreast of the competition in terms of rates and services/products to provide the bank with current market data.
    • Review and understand regulatory changes and compliance regarding deposits and operations to ensure bank compliance.
    • Be knowledgeable about treasury products and deposit products, compliance and regulations and be able to check accuracy of deposit documents and ensure the client understands and completes documents accurately.
    • Share new product market solutions to provide focus for new technology enhancements.
QUALIFICATIONS
  • Post-Secondary degree in relevant field of study
  • Minimum of 3-5 years of Treasury Management Sales experience with demonstrated success in a sales and business development role in banking/deposits/treasury management, sourcing new clients through individual calling and networking.
  • Comprehensive knowledge of treasury management products and services.
  • Proven success working collaboratively with internal and external clients.
  • Ability to analyze complex financial data and provide strategic recommendations.
  • Results-oriented with a focus on meeting and exceeding sales targets.
  • Strong organizational skills, good-judgement and decision making, and ability to handle pressure in a fast-paced environment.
  • Ability to easily adapt to advancements in technology.
  • Be an active member of the community by attending networking events and developing relationships with centers of influence.
  • Certified Treasury Professional (CTP) or Certified Cash Manager (CCM) designation preferred, but not required; Support is also given to complete this designation as part of the role.
First Business Financial Services, Inc. is committed to providing equal employment opportunity to all applicants and employees regardless of their race, creed, color, religion, gender, age, national origin, disability, military service, protected veteran status, genetic information, sexual orientation, gender identity, transgender status, or any other characteristic protected by federal, state or local law. We are strongly committed to this policy and believe in the concept and spirit of the law.

  • Assistant Vice President

    7 days ago

    Brookfield, Wisconsin, United States First Business Financial Services, Inc. Full time

    Join us today as an Assistant Vice President - Treasury Management Sales OfficerFirst Business Bank is a Top Workplaces USA company, learn more here.At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged...

  • Accounting Manager

    7 days ago

    Brookfield, Wisconsin, United States Old Republic Surety CO Full time

    Old Republic Surety Company (ORSC) is currently seeking an Accounting Manager to join its Financial Accounting & Reporting Team at its home office located in Brookfield, WI. Under the guidance of the Assistant Vice President - Controller, this position oversees all aspects of financial accounting and reporting, ensuring accuracy, compliance, and transparency...

  • Sales Manager

    1 week ago

    Brookfield, Wisconsin, United States Brookdale Senior Living Full time

    Sales ManagerOverviewVoted by Newsweek in 2024 as one of America's Greatest Workplaces for DiversityHungry for a sales role where your work will make a meaningful difference? Join our team At Brookdale, you will find opportunities that recognize your success and help advance your career.Our most successful sales managers can earn membership and bonus...

  • Vice President

    2 months ago

    Brookfield, United States Cielo Talent Full time

    **Company Description**: We are looking for a data artisan. Someone who can marry the art and the science of telling a story through data. A story that wows and inspires our teams and clients while it informs their decisions. This isn’t just numbers in a spreadsheet, it is the immaculate crafting of visuals to provide instantly understandable insights. No...

  • Executive Assistant to The CEO/president

    2 weeks ago

    Brookfield, United States Briohn Building Corporation Full time

    **WHY YOU WANT TO WORK AT BRIOHN** Our employees are our greatest assets. We intentionally create a culture and team that makes Briohn the **Best Place to Work** in the Milwaukee area. To show our employees how much they are valued, we offer competitive compensation, a flexible work environment, annual bonuses, medical, dental, and vision insurance, 401(K)...

  • Claims Support Supervisor

    3 weeks ago

    Brookfield, United States Old Repubic Surety Company Full time

    **Old Republic Surety Company** (ORSC) is currently seeking a **Claims Support Supervisor** to join its **Claims Team** at **Brookfield, WI.** In general, this position supervises the claims support team and ensures the prompt and efficient handling of claims. **DUTIES AND REPONSIBILITIES**: - Supervise direct reports, make recommendations for performance...

  • Vp of Personal Trust Administration

    2 weeks ago

    Brookfield, United States Fiduciary Partners Trust Company Full time

    At Fiduciary Partners Trust Company, we believe that clients in need of independent trustee services are best served when their trustee is truly independent. At Fiduciary Partners we do not provide investment management services. We focus only on providing fiduciary services for our clients and seek to partner with our clients’ existing team of trust...

  • Help Desk

    2 weeks ago

    Brookfield, United States Brookfield Zoo Chicago Full time

    Join the PRIDE and Brookfield Zoo Chicago's mission to ignite emotional connections with wildlife that spark conservation action while leading vital programs to protect endangered species. Our beautiful 235-acre campus offers a living classroom that is home to over 3,500 animals representing 500 species. Brookfield Zoo Chicago is embarking on a...

  • Help Desk

    7 days ago

    Brookfield, Illinois, United States Brookfield Zoo Chicago Full time

    Join the PRIDE and Brookfield Zoo Chicago's mission to ignite emotional connections with wildlife that spark conservation action while leading vital programs to protect endangered species. Our beautiful 235-acre campus offers a living classroom that is home to over 3,500 animals representing 500 species. Brookfield Zoo Chicago is embarking on a...

  • Internal Audit Manager

    4 days ago

    Brookfield, United States LANDMARK CREDIT UNION Full time

    At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members’ financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where you’ll feel...

  • Help Desk

    3 weeks ago

    Brookfield, United States Chicago Zoological Society Full time

    Help Desk - Senior Support SpecialistChicago Zoological Society | Brookfield Zoo, 3300 Golf Rd, Brookfield, Illinois, United States of America Req #16 Monday, June 3, 2024 Join the PRIDE and Brookfield Zoo Chicago's mission to ignite emotional connections with wildlife that spark conservation action while leading vital programs to protect endangered...

  • Help Desk

    2 weeks ago

    Brookfield, United States Chicago Zoological Society Full time

    Help Desk - Senior Support Specialist Chicago Zoological Society | Brookfield Zoo, 3300 Golf Rd, Brookfield, Illinois, United States of America Req #16Monday, June 3, 2024Join the PRIDE and Brookfield Zoo Chicago's mission to ignite emotional connections with wildlife that spark conservation action while leading vital programs to protect endangered species....

  • Electrical Construction Department Manager

    4 weeks ago

    Brookfield, United States Freelance Recruiters Full time

    BASE SALARY RANGE: $130-140k + WORLD CLASS BENEFIT PACKAGE!! RELOCATION WILL BE CONSIDERED Freelance Recruiters is excited to partner with a growing construction firm in SE Wisconsin to find its next Electrical Construction Manager. A key contributor to their leadership team, this role will oversee and manage all aspects of the construction department...

  • Electrical Construction Department Manager

    2 months ago

    Brookfield, United States Freelancerecruiters Full time

    BASE SALARY RANGE: $130-140k + WORLD CLASS BENEFIT PACKAGE!! RELOCATION WILL BE CONSIDERED Freelance Recruiters is excited to partner with a growing construction firm in SE Wisconsin to find its next Electrical Construction Manager. A key contributor to their leadership team, this role will oversee and manage all aspects of the construction department within...

  • Electrical Construction Department Manager

    3 weeks ago

    Brookfield, United States Freelancerecruiters Full time

    BASE SALARY RANGE: $130-140k + WORLD CLASS BENEFIT PACKAGE!! RELOCATION WILL BE CONSIDERED Freelance Recruiters is excited to partner with a growing construction firm in SE Wisconsin to find its next Electrical Construction Manager. A key contributor to their leadership team, this role will oversee and manage all aspects of the construction department within...

  • Vice President, Commercial Credit Manager

    2 months ago

    Brookfield, United States North Shore Bank Full time

    SUMMARY: The Commercial Credit Manager oversees commercial and industrial (C&I) and commercial real estate (CRE) credit underwriting and monitoring for the Bank and manages a staff of credit analysts.  ESSENTIAL DUTIES AND RESPONSIBILITIES: North Shore Bank's Position Descriptions are intended to describe only the major functions of the...

  • Vice President, Commercial Credit Manager

    3 weeks ago

    Brookfield, United States North Shore Bank Full time

    SUMMARY: The Commercial Credit Manager oversees commercial and industrial (C&I) and commercial real estate (CRE) credit underwriting and monitoring for the Bank and manages a staff of credit analysts.  ESSENTIAL DUTIES AND RESPONSIBILITIES: North Shore Bank's Position Descriptions are intended to describe only the major functions of the...

  • Electrical Construction Department Manager

    2 months ago

    Brookfield, United States Freelance Recruiters Full time

    Job DescriptionJob DescriptionBASE SALARY RANGE: $130-140k + WORLD CLASS BENEFIT PACKAGE!!RELOCATION WILL BE CONSIDEREDFreelance Recruiters is excited to partner with a growing construction firm in SE Wisconsin to find its next Electrical Construction Manager. A key contributor to their leadership team, this role will oversee and manage all aspects of the...

  • Marketing Coordinator

    2 months ago

    Brookfield, United States HarrisData Full time

    HarrisData - Marketing Coordinator (New/Recent Grad) Learn the ins and outs of marketing in the software world by becoming a key member of the HarrisData marketing team! We strive to serve our customers by creating and selling quality, affordable software that delivers great value while providing a quality work-life environment for our...

  • Marketing Coordinator

    1 day ago

    Brookfield, United States HarrisData Full time

    HarrisData - Marketing Coordinator (New/Recent Grad) Learn the ins and outs of marketing in the software world by becoming a key member of the HarrisData marketing team! We strive to serve our customers by creating and selling quality, affordable software that delivers great value while providing a quality work-life environment for our...

  • Director of Quality Health Integration

    23 hours ago

    Brookfield, United States Network Health Full time

    Description Network Health's success is rooted in its mission to create healthy and strong Wisconsin communities. It drives the decisions we make, including the people we choose to join our growing team. Network Health is seeking a Director of Quality Health Integration. This individual is responsible for Responsible for maintaining clinical quality...

  • Registered Nurse, Per Diem

    3 weeks ago

    Brookfield, United States Assisting Hands Full time

    Assisting Hands Home Care is a nationwide leading provider of quality personalized in home care catering to seniors and others needing non-medical assistance to remain independent, safe and comfortable in their own homes. The RN Supervisor will serve as the Healthcare Service Supervisor and have the responsibility for overseeing delivery of all companion and...

  • Debit Card Product Analyst

    4 days ago

    Brookfield, United States LANDMARK CREDIT UNION Full time

    At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members’ financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where you’ll feel...