Teams at INB, National Association

Provide personalized investment advice and portfolio management to clients through face-to-face meetings, deepen client relationships, and drive business development via referrals, events, and proactive outreach. Utilize firm systems, sales support, and marketing to retain and grow client assets while adhering to high ethical standards.

Senior Treasury Sales role serving Central Illinois business clients: identify, propose, and deliver Treasury Management solutions; manage RFPs and implementations; grow and maintain commercial portfolio; partner with lenders; mitigate risk and deliver exceptional client service.

Provide face-to-face financial advice and portfolio management to deepen client relationships, pursue business development through referrals and outreach, and deliver tailored investment and financial planning solutions using firm-supported sales, marketing, and client-tracking tools.