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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.

Provide high-level administrative support to the CEO, executive leadership, and Board, coordinating calendars, Board meetings, corporate governance, shareholder records, regulatory reporting, audits, and special projects while maintaining confidentiality and preparing executive correspondence, presentations, and meeting materials.

Manage and deepen relationships with existing clients, provide tailored investment and financial planning advice, and grow business through referrals, marketing events, and proactive prospecting. Deliver face-to-face guidance across a broad range of investments while using firm systems, sales support, and client-focused software to maximize retention and portfolio outcomes.

Lead strategy, governance, and lifecycle management for the bank's enterprise platforms and applications. Translate business priorities into roadmaps, drive platform modernization and AI/automation adoption, manage vendors and cross-functional delivery, establish governance and controls, and build a team of Business Systems Analysts to improve efficiency, resilience, and customer experience.

Process and reconcile daily ACH files, investigate and resolve ACH disputes and returns, set up new ACH clients and perform risk reviews, handle death notifications/reclamations/reversals per regulations, and provide subject-matter support to internal teams and clients while cross-training and improving operations.

Provide ongoing, face-to-face financial advice and portfolio management to clients, deepen relationships, and generate new business via referrals, events, and proactive outreach. Use firm systems, marketing, and sales support to maximize retention and deliver customized client solutions while adhering to high ethical standards and compensation structure tied to base salary plus commission and bonuses.

Perform deposit operations tasks including balancing internal accounts, account research, processing customer verifications (mail/email/fax), responding to customer requests, and supporting ITM internal balancing. Cross-training provided; daytime weekday schedule.