Business Solutions Sales Officer bei INB, N.A.

Description

 Please note:  This is an in-office position located in Tampa, FL. 

About Us:

At INB, a career is more than just a job; it’s a chance to make a meaningful impact in the communities we serve. As a locally owned, community-focused bank, we’re proud to help individuals, families, and businesses achieve their financial goals through personalized service and trusted relationships. Our success is driven by a team that genuinely cares about our customers, our coworkers, and our community. When you join INB, you’re not just joining a workplace; you’re becoming part of a purpose-driven culture built on our core values: Caring, Creative, Teamwork, Balance, Working Smart, and Assertive & Enthusiastic. Together, we make a positive difference every day for our customers and for each other.

Summary 

This Business Solutions Officer is a senior position on the Treasury Sales Team. This position will be expected to take on significant accounts while also managing the RFP process for these relationships.  This officer will work closely with the Commercial Lending team to serve the cash flow and Treasury Management needs of businesses, supporting the Central Illinois markets across various industries. The Business Solutions Officer is responsible for identifying, proposing, and delivering appropriate Treasury Management products and solutions to customers and prospects. This Officer will also be responsible for serving, maintaining, and supporting the existing portfolio of business clients in the Central Illinois market. Customers and prospects, as well as Relationship Managers, look to the Business Solutions Officer to be their trusted Treasury Management advisor. The Business Solutions Officer strives to deliver an exceptional client experience while mitigating risk.

 

Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily as well as other duties that are assigned.  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.

Qualifications

• Works with lenders to drive the development of new profitable Treasury Management business while maintaining and growing the existing portfolio.
  
• Serves as a trusted advisor, leveraging core knowledge to recommend and promote Treasury Management solutions to clients and prospects while working within the risk parameters that protect the bank.
   
• Conveys a professional, knowledgeable, and confident demeanor.
   
• Builds collaborative internal relationships to develop and foster partnerships with assigned lending partners. Actively participates in partner meetings and communicates key Treasury Management messages timely and accurate.
   
• Aligns daily activities to accomplish strategic business objectives.
   
• Engages in a disciplined marketing process and quality call activities. Manages customer expectations by communicating upfront timelines and deliverables. Partners with the client to ensure a successful implementation of Treasury Management products.
   
• Protects the firm by applying sound risk management protocols and adhering to regulatory requirements.
   
• Takes ownership of escalated Treasury Management client issues and leverages the appropriate resources to champion results.
   
• AT least three years of experience in Treasury Management Sales or Commercial Bank Sales.
   
• In-depth knowledge of Treasury Management products/solutions  

Education and/or Experience

• Bachelor’s degree in finance or related field 
• Certified Treasury Professional designation preferred but not required.
   

Competencies 

Relationship Building – Ability to build relationships with clients and internal partners. Ability to influence those outside of direct management control.
 

Marketing Expertise – Ability to leverage knowledge to proactively and creatively present solutions to clients and prospects.
 

Business Acumen – Ability to understand the overarching Treasury Management business environment both internally and externally. Ability to manage business results in alignment with strategic objectives.
 

Professionalism – Ability to make sound decisions that consider and balance the needs of the customer and the bank. Ability to display professionalism in written and oral communications, both internally and externally.
 

Drive and Motivation - Ability to demonstrate tenacity, focus, discipline, and self-impetus to accomplish results.

This position offers you the opportunity for:

- Autonomy – ability to create your own success path

- Great earnings potential and career growth 

- Access to the senior management team

Physical Demands

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. 

 Group Insurance Benefits and Plans

INB provides health, dental, vision, and life insurance benefits to all full-time employees.  Coverage is also extended to their eligible dependents.  Active employees make premium contributions based on plan selections.  Please click the link below for all the benefits that are offered.

https://www.inb.com/Resources/9f1b90c4-905c-4cd7-9dee-afd9937ab37a/INB%20employee%20benefit%20flier%202025.pdf

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 Americans 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.

INB, N.A. 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:  Know Your Rights: Workplace discrimination is illegal