What are the responsibilities and job description for the Director, Regional Funding position at PMA?
Summary
The Director, Regional Funding is accountable for marketing strategies, prospecting new clients, and building a pipeline of new business opportunities for PMA within the defined region. This position is responsible for all sales and marketing efforts for their assigned sectors as well as general PMA efforts. Knowing that all products and services PMA provides are related, The Director, Regional Funding is responsible for collaborating with other service delivery groups within PMA to position PMA for success in onboarding new opportunities. Director, Regional Funding is also responsible for the maintenance of current relationships and establishing new funding capacities; maintain schedule of certificate of deposit rates; and assist in the certificate of deposit process. Perform functions to introduce new products, line extensions, and service and support materials, implement a marketing program, and gather information and competitive intelligence necessary to ensure the new and current products meet marketplace requirements.
Ultimately, Director, Regional Funding success will be measured on growth of new and existing bank clients within their assigned region.
Essential Functions
Consistently demonstrates exceptional internal and external service with clients, along with the core values: Integrity, Commitment and Performance.
Models, mentors, and leads colleagues eams to develop innovative methods and approaches for efficacy.
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. (Cross-functionally trained: purpose, process, data intergrity, and maintenance)
Centralized Bank Funding and Trading Functions at the Naperville Illinois Location. Position requires some travel to visit Financial Institution relationships and attend trade shows. If available, Director, Regional Funding may work from remote location with monthly visits (week at a time) to central location in Naperville.
Proactively conduct market research to formulate ideas for new products and/or product line extensions.
Support the organization’s strategic alliances and partnerships.
Utilize market studies to define customer requirements, to understand competitor activity, to establish market potential, to comprehend general economic conditions and any other salient factors to develop comprehensive programs for product development.
Develop business plans for proposed new products, product modifications or line extensions. Establish and maintain competitive product/features/pricing spreadsheet.
Establish product development time frames coordinating internal and external activities related to product development.
Develop sales and customer training programs, material and product seminars as required. Develop sales presentations, proposals and follow-up materials specific to the venue and audience.
Assist in the development and implementation of marketing plans as needed.
Generate a monthly sales forecasts
Develop relationships with key customers.
Attend Major Industry Trade Shows And Conventions As Required
Work with all relevant departments to track unique parts.
Seek out prospective customers and develop new business relationships; develop and monitor 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.
Contact banks to determine current, next day and future capacities.
Contact banks to review certificate of deposit rates and funding needs.
Monitors and maintains schedule of certificate of deposit rates and reviews such with staff.
Coordinates certificate of deposit bid activity, builds quotes for certificates of deposit and provides analysts with bid information, results and processing.
Monitors weekly maturity listing and contact banks regarding rolling and replacing funds.
Assist with the setup, updating, and maintaining of procedural documentation for certificate of deposit operations and bank funding issues.
Fulfill duties delegated by executive staff.
Education And/or Experience
Other duties and responsibilities as assigned by management.
Bachelor’s degree (B.A.) from four-year college or university; or five (5) or more years related experience and/or training; or equivalent combination of education and experience. Master’s degree helpful.
Knowledge, Skills, And Abilities
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 Preferred
Series 7, 63, & 65
The Director, Regional Funding is accountable for marketing strategies, prospecting new clients, and building a pipeline of new business opportunities for PMA within the defined region. This position is responsible for all sales and marketing efforts for their assigned sectors as well as general PMA efforts. Knowing that all products and services PMA provides are related, The Director, Regional Funding is responsible for collaborating with other service delivery groups within PMA to position PMA for success in onboarding new opportunities. Director, Regional Funding is also responsible for the maintenance of current relationships and establishing new funding capacities; maintain schedule of certificate of deposit rates; and assist in the certificate of deposit process. Perform functions to introduce new products, line extensions, and service and support materials, implement a marketing program, and gather information and competitive intelligence necessary to ensure the new and current products meet marketplace requirements.
Ultimately, Director, Regional Funding success will be measured on growth of new and existing bank clients within their assigned region.
Essential Functions
Consistently demonstrates exceptional internal and external service with clients, along with the core values: Integrity, Commitment and Performance.
Models, mentors, and leads colleagues eams to develop innovative methods and approaches for efficacy.
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. (Cross-functionally trained: purpose, process, data intergrity, and maintenance)
Centralized Bank Funding and Trading Functions at the Naperville Illinois Location. Position requires some travel to visit Financial Institution relationships and attend trade shows. If available, Director, Regional Funding may work from remote location with monthly visits (week at a time) to central location in Naperville.
Proactively conduct market research to formulate ideas for new products and/or product line extensions.
Support the organization’s strategic alliances and partnerships.
Utilize market studies to define customer requirements, to understand competitor activity, to establish market potential, to comprehend general economic conditions and any other salient factors to develop comprehensive programs for product development.
Develop business plans for proposed new products, product modifications or line extensions. Establish and maintain competitive product/features/pricing spreadsheet.
Establish product development time frames coordinating internal and external activities related to product development.
Develop sales and customer training programs, material and product seminars as required. Develop sales presentations, proposals and follow-up materials specific to the venue and audience.
Assist in the development and implementation of marketing plans as needed.
Generate a monthly sales forecasts
Develop relationships with key customers.
Attend Major Industry Trade Shows And Conventions As Required
Work with all relevant departments to track unique parts.
Seek out prospective customers and develop new business relationships; develop and monitor 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.
Contact banks to determine current, next day and future capacities.
Contact banks to review certificate of deposit rates and funding needs.
Monitors and maintains schedule of certificate of deposit rates and reviews such with staff.
Coordinates certificate of deposit bid activity, builds quotes for certificates of deposit and provides analysts with bid information, results and processing.
Monitors weekly maturity listing and contact banks regarding rolling and replacing funds.
Assist with the setup, updating, and maintaining of procedural documentation for certificate of deposit operations and bank funding issues.
Fulfill duties delegated by executive staff.
Education And/or Experience
Other duties and responsibilities as assigned by management.
Bachelor’s degree (B.A.) from four-year college or university; or five (5) or more years related experience and/or training; or equivalent combination of education and experience. Master’s degree helpful.
Knowledge, Skills, And Abilities
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 Preferred
Series 7, 63, & 65
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