Skip to Main Content
← Back to Jobs

Director Client Services (FI)

The American Deposit Management Co. Milwaukee ,WI
  • Posted: 23 days ago
  • $70,000 to $80,000 Yearly
  • Full-Time
  • Benefits: 401k, dental, life_insurance, medical, vision
Job Description

Join our team today! We are seeking a Director – Financial Institution Client Services, accountable for the management and development of existing financial institution (FI) relationships. They will work closely with our VP of Client Services, while looking over our Client Service Specialists.

DESCRIPTION DUTIES AND RESPONSIBILITIES

> Manages assigned Financial Institution portfolio with emphasis on account pricing, product alignment, funding, etc.

> Makes note of contact with portfolio/leads in appropriate relationship management system in order to provide accurate, regularly scheduled reporting to Sales and leadership team.

> Consistently identifies opportunities to expand relationship with partners. (E.g. collateralize account options, deposit agreements/side letters, interest-bearing D.D.A., surety bonds, etc).

> Acquires/sources liquid and term deposit rate information from Financial Institutions.

> Participates in sales, due diligence, and on-boarding calls in conjunction with Sales team.

> Mastery of bank call report data.

> Proven ability to negotiate terms, rates, and products.

> Ability and drive to continually create new client and/or institutional relationships to help ADM achieve all sales and profit goals.

> Dedication to 100% accuracy and completion within company guidelines.

> Assists in preparation of Requests for Proposal, with emphasis on term deposit pricing and structure.

> Performs other duties as assigned.

QUALIFICATION REQUIREMENTS

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, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties.

> Bachelor’s degree or equivalent in business or related field.

> Five plus years’ director/VP level experience in a financial institution environment preferred.

> Certified Treasury Professional (CTP) designation helpful but not required.

DECLARATION

This job description is intended to describe the general nature and level of work being performed by the employee(s) assigned to the classification. It is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of employee(s) so classified. ADM retains the rights and discretion to make changes to this job description.

Company Description
The American Deposit Management Co. (ADM) is a one-of-a-kind powerhouse deposit management brokerage. Since its inception in 2009, ADM has managed in excess of $5 billion for its clients in its exclusive network of over 600 financial institutions throughout the US. ADM is your one source for industry leading cash management and financial services.

The American Deposit Management Co.

Why Work Here?

Strong culture, great benefits, and room for growth!

The American Deposit Management Co. (ADM) is a one-of-a-kind powerhouse deposit management brokerage. Since its inception in 2009, ADM has managed in excess of $5 billion for its clients in its exclusive network of over 600 financial institutions throughout the US. ADM is your one source for industry leading cash management and financial services.

Address

W220 N3451 Springdale Rd. Pewaukee
Milwaukee, WI
USA

Website

What email should the hiring manager reach you at?

By clicking the button above, I agree to the ZipRecruiter Terms of Use and acknowledge I have read the Privacy Policy, and agree to receive email job alerts.

What email should we contact you at once we get salary info from the hiring manager?

By clicking the button above, I agree to the ZipRecruiter Terms of Use and acknowledge I have read the Privacy Policy, and agree to receive email job alerts.

Our qualification feature is only available to registered members - what email address would you like for us to keep on file?

By clicking the button above, I agree to the ZipRecruiter Terms of Use and acknowledge I have read the Privacy Policy, and agree to receive email job alerts.