Summary

Funding Associate contacts banks to establish new relationships, maintain current relationships, and establish funding capacities.

Essential Functions

Cold calls banks and Credit Unions to develop deposit programs

Provide ongoing relationship servicing with clients to maintain goodwill and gain additional business.

Responds promptly to customer inquiries and requests regarding account.

Maintains client database regarding authorized signors, account maintenance and agenda.

Consistently demonstrates exceptional internal and external service with clients, along with the core values: Integrity, Commitment and Performance

Spearheads exceptional, long lasting client relationships and achieve revenue goals.

Steward of compliance, coordinates with company staff to gather, analyze, summarize, and prepare recommendations and reports.

Responsible for continuous CRM database maintenance documenting the number of new sales call leads (proactive, respectful cold-calling per week, per month); strategies implemented for best practices and lessons learned, most importantly objective metrics.

Develops and monitors sources for new bank leads.

Generates and screens leads following establishment policies and procedures to attain new business relationships.

Contacts (calls and visits) targeted banks to maintain current relationships, develop new banking relationships and discuss bank funding needs.

Contacts banks to determine current, next day and future capacities and contacts banks to review certificate of deposit rates and funding needs.

Monitors investment purchases and trade processing.

Monitors weekly maturity listing and contact banks regarding rolling and replacing funds.

Coordinates certificate of deposit bid activity, builds quotes for certificates of deposit and provides analyst with bid information, results, and processing.

Monitors weekly maturity listing and contact banks regarding rolling and replacing funds.

Assists with the setup, updating, and maintain or procedural documentation for certificate of deposit operations and bank funding issues.

Other duties and responsibilities as assigned by management.

Education and/or Experience

Bachelor’s degree (B.A.) from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience.

Knowledge, Skills and/or Experience

Interpersonal:

Ability to take initiative and willingness to go the extra mile for our clients.

Attention to detail.

Ability to prioritize work with many conflicting deadlines.

Ability to work well under pressure.

Ability to collaborate and problem solve with both technology and business team members.

Communication:

Excellent English communication skills, both written and verbal

Licenses, Registrations and Certifications

Regulatory Licensures: Series 7 & Series 63