Sales Associate, Treasury Management and Private Banking at First Bank of Highland Park in Northbrook, Illinois

Job Description:

BASIC FUNCTION: Serves as a key point person for Treasury Management & Personal Banking clients, while assisting the EVP and team with various support functions.

ESSENTIAL DUTIES

Business Development Administration:

- Develop / maintain a business pipeline report

- Develop/Maintain Business Analytics (FISERV) reports

- Input/Update CRM (Client Relationship Management) system when implemented

- Develop / maintain a prospect report

- Develop / maintain client contact plans

- Assist Executive Vice President and team in tracking relationship manager performance

Executive Support Functions include:

- Trustworthy with confidential and proprietary information

- General Administration

- Maintain and Update EVP's calendar

- Schedule / confirm internal and external meetings including with clients and prospects

- Coordinate / book travel and lodging

- Review and process e-mail daily

- Review and process incoming US and courier mail

- Prepare memos and correspondence as needed

- Copy, scan and file documents as needed

- Assist EVP and team to prepare for internal and external meetings

- Assist in preparing presentations

- Coordinate with clients

- Coordinate with other departments of the Bank

- Assist executive in monitoring client reporting including account analysis (Weiland pricing module) overdrafts, deposit deficits, fee waivers, etc.

Departmental Administrative Functions include:

- Develop and or maintain client mailing lists

- Coordinate / assist in event planning (often in cooperation with other areas of the Bank)

- Schedule conference rooms

- Coordinate departmental meetings and agendas

- Perform multiple clerical duties including but not limited to -account opening forms (e.g. Know Your Client (KYC), etc.)

NONESSENTIAL DUTIES

- Other duties as assigned

KNOWLEDGE, SKILLS AND ABILITIES

- Knowledge and understanding of Commercial Banking, Treasury Management and Private Banking

- Experienced in handling sensitive and confidential client and employee information

- Positive attitude and willingness to perform added tasks as needed

- Strong verbal and written communication skills

- Ability to interface with clients

- Highly proficient in Microsoft Word, Excel and Power Point

- Experience with data analysis and report creation

- Ability to thrive in a fast paced environment

- Detail oriented and organized- must proofread work and make corrections before presenting to management

- Ability to multi task- must adapt easily to change and be able to perform well with multiple interruptions and adjustments throughout the day

- Time management- must be able to juggle several projects at the same time and meet deadlines

- Ability to work independently

- Tact and diplomacy in dealing with clients

- Knowledge of Fiserv helpful

TRAINING & EXPERIENCE

- College Degree required

- Bachelor of Science in Business or related field preferred

- Commercial Banking experience a plus

- Previous experience as an administrative / executive support role helpful

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