Sales Jobs in Alpine, NJ
73 positions found
Position Details
Role: Supply Chain Analyst 1
Location: Englewood Cliffs, NJ, 07632
Duration: 12+ Months Contract (Possible Extension Based on Performance)
Shift: Monday–Friday, 9:00 AM – 6:00 PM
Summary
We are seeking a detail‑oriented Supply Chain Analyst I to support demand planning, forecasting, and data analysis functions. This role focuses heavily on data collection, analysis, and managing supply allocations to ensure timely product availability.
Core Responsibilities Include:
- Demand Planning & Forecasting
- Data Collection & Data Analysis (major portion of the role)
- Managing Allocations (ensuring orders are processed and released on time)
- Order Management experience NOT required; handled by a separate team.
Qualifications & Requirements
- Bachelor’s degree in Business, Economics, Math, or related fields
- 0–2 years of experience (Fresh graduates encouraged)
- Strong proficiency in Excel (pivot tables, formulas, data manipulation)
- At least 1 year of data analysis experience (internships included)
- SAP experience preferred
- Strong analytical and critical‑thinking skills
- Comfortable working in a multicultural environment
- Flexibility to work overtime and Monday holidays
- Korean language is a plus (not required)
Job Description
This role supports the Purchase/Sales/Inventory (PSI) function to ensure product availability in alignment with forecasted demand. The analyst will manage a range of assigned products and collaborate with:
- Product Marketing
- Sales & Sales Operations
- Factory/HQ and cross‑functional teams
You will generate reports, support internal and external customer inquiries, and serve as the primary point of contact for supply‑related issues.
Duties & Responsibilities
- Purchase / Sales / Inventory Management
- Forecasting AP2 Demand
- Support Order Management processes
- Participate in cross-functional meetings
- Drive revenue optimization
- KPI Monitoring & Reporting
- Run Ad Hoc Reports and Data Pulls
Standard Job Description
The Supply Chain Analyst coordinates and expedites the flow of materials and work between departments according to production schedules. Responsibilities include maintaining inventory levels, reviewing schedules, and documenting production data.
Responsibilities:
- Review materials, products, and documents for accuracy
- Assess production schedules, work orders, and staffing needs
- Record production data such as output, material usage, and quality measures
- Maintain inventory of materials required to meet production demands
Skills:
- Strong verbal and written communication skills
- Detail-oriented with strong problem‑solving capability
- Ability to analyze costs of materials, labor, and production
- Accuracy in documentation and client information
- Knowledge of relevant production/shipping regulations
- Proficiency in MS Excel, Word, and other office tools
If you're interested or want more information,
610‑423‑2180 |
Supply Chain Analyst 3
Location: Englewood Cliffs, NJ, USA
Top skills;
1) Data Analytic
2) Excel
3) ERP system
Schedule: Fully onsite
KEY RESPONSIBILITES/REQUIREMENTS:
Key Responsibilities
• This role is responsible for ensuring product availability to meet forecasted demand by account, receiving order based on allocation, and delivering to customer on time
• Manage and operate weekly demand forecast by SKU/site level and provide customer order commitment and update top-line forecast to secure short-term (6 months) supply
• Collaborate with Product Management, Business Management, Sales, and Operations teams to understand new product launches, promotions, and other events impacting demand and adjust forecasts accordingly
• Track weekly order received by customer and process and manage customer order to meet on time delivery
• Coordinate with HQ/factory to ensure optimal production scheduling and supplier management to meet demand requirements
• Monitor sales order receiving and shipping process to secure monthly sales targets
• Provide regular updates and recommendations to senior management on demand, inventory, and supply chain performance
• Analyze and publish weekly/Daily report
Qualifications
• Minimum of +2 year experience in Supply Chain / forecast management /demand planning / operation experience
• In-depth knowledge of Supply chain operations and processes
• Willingness to take ownership and work in a collaborative environment
• Strong analytical skills with a natural “intellectual curiosity”
• Good presentation skills and the ability to articulate insights from analyses
• Positive attitude and willingness to adapt
• In-depth Excel skills, SAP, tableau, Alteryx is preferred
Title: Director, Major Gifts (Fundraising for National Nonprofit)
Location: On Site in Ft. Lee, NJ (Non Virtual, Non-Hybrid, Non-Remote)
Competitive Pay, Excellent Employer Sponsored Benefits, Great Perks
**Thank you for applying to this role! Due to the high volume of applicants, TPA does not accept phone calls to inquire about opportunities nor in person applications/resumes/etc.
**We will not be accepting applications/candidate profiles or referrals submitted on behalf of Staffing and Temp Agencies for temp, contract, or direct hires for this role. TPA does not accept in person applications/resumes/etc. Please apply using our online system. Thank you! **
Amazing Opportunity for Professional, Polished, Hungry, Innovative, Strategic, Fundraising Professional looking to have an immediate impact in under-served communities across the country.
Must have demonstrated success the following:
Fundraising
Major Gifts
High Net Worth Individuals
Strategic Donor Partnerships
Moves Management
Donor Relations, Donor Engagement, Donor Retention
Experience and expertise closing on $500,000K+ in revenue annually, through major gifts. Understanding of New York City philanthropy and its fundraising community; high net worth individuals, excitement around attending in-person meetings in New York City and other areas.
-Commitment to Making a Difference in the lives of the Under-Served
-Pitches/Decks/Creative Proposals
-Excellent Communication and Leadership Skills
-Revenue Generation
-Securing 5-7 figure Cash Gifts
-Portfolio Management and Growth
-High Net Worth Individuals
-Customizable Cause Marketing
Looking for an innovative, creative, professional, seasoned and established metro NYC or Northern NJ based fundraiser with a verifiable and demonstrated record of success. The Director, Major Gifts is a pivotal role leading efforts to secure the resources that sustain and expand the organization's reach. Your mission will be to develop and execute a multi-year revenue strategy, growing our current annual revenue with a blend of traditional fundraising and innovative entrepreneurial opportunities. This position requires a strategic mind, a passion for relationship-building, and a deep commitment to equity in youth sports programming. From fostering relationships with major donors to orchestrating impactful events with your team, your work will directly fuel our ability to make a difference in families and communities nationwide.
- Create compelling funding opportunities and creative proposals aligning with the mission to drive revenue. Ensure that each proposal aligns with the priorities of donors and the organization while staying true to our mission.
- Identify potential prospects, develop annual and long-term fundraising strategies, and actively cultivate and steward funding relationships.
- Proficiently navigate funder meetings, acting as a fundraiser both independently and alongside leadership and other departments.
- Collaborate with the marketing and communications team to optimize corporate partnerships by implementing recognition and storytelling strategies.
- Cultivate an organizational culture that recognizes and values the importance and impact of corporate philanthropy.
You will have:
- Understanding of and lived experience in New York City and with its fundraising community; excitement around attending in-person meetings in New York City and other area
- Demonstrated history of success in leading $500K+ dollar fundraising initiatives, including securing donations from individuals, high net worth individuals, corporations, or business partners.
- Minimum of 7 years of experience in progressively responsible development leadership positions, with demonstrated success in multiple aspects of fundraising including individual and corporate giving.
- At least 7 years of professional experience in relationship management, fundraising, and/or revenue generation; experience in either the private or nonprofit sector is valued, with cross-sector experience ideal.
- Successful history of cultivating, soliciting, and stewarding new donors through a moves management process including personally making the ask.
- Proven track record in leadership and strategy development.
- Ability to build strong relationships with diverse stakeholders, including major donors, boards, business partners, and colleagues.
- An inclusive leadership style, committed to fostering a culture where every team member feels valued and driven to contribute to our collective success.
- Particular strength in prospect research and leveraging relationships, special events, and software programs to develop a substantial donor prospect pipeline.
- Proven ability to build strong and effective relationships with a wide range of stakeholders in the community, at corporations, and within the organization.
- Understanding of and lived experience in New York City and with its fundraising community; excitement around attending in-person meetings in New York City and other area
Bachelor’s Degree
Minimum of 7-10 years fundraising experience.
Experience and expertise closing on $500K+ in annual revenue, through major gifts, individual giving, corporate sponsorships, annual fundraising campaigns.
Ability to close virtual and face-to-face sales and sponsorships.
Ability to think strategically and critically with proven ability to manage multiple projects with varying priorities at one time.
Demonstrated professional and mature communications and interactions with staff, volunteers, sponsors, donors, and others to engage them toward the achievement of revenue goals.
Excellent written and oral communication and follow-up skills.
Effective presentation and engagement skills to cultivate a wide range of donors including.
We are living our Purpose - To Care Deeply about People, Helping them to Eat Well and Be Happy. This Purpose guides everything we do and is why we are in business. We are using our service priorities - Safety, Friendliness, Presentation, and Efficiency to help us make decisions at work every day and are critical to the success of our business goals.
Job SummaryTo deliver a great customer experience while pricing, stocking and rotating merchandise in the Frozen Department; to maintain a neat, clean and visually appealing department and to perform other tasks as required in an efficient and safe manner, within Company policy.
Minimum Required QualificationsThe minimum required qualifications for this position include, but are not limited to, the following:
- Ability to proficiently read, write, speak, analyze, interpret, and understand the English language.
- Ability to perform basic math.
- Ability to stand/walk for the duration of a scheduled shift.
- Ability to stand, bend, twist, reach, push, pull and regularly lift 25 lbs., and occasionally lift 50 lbs.
- Ability to work with fresh, dried and/or processed products, spices and powdered substances without negative allergic consequences.
- Ability to climb a ladder to retrieve items from overhead racking and storage areas.
- Ability to work in refrigerated coolers and high moisture rooms for extended periods of time.
- Ability to work in varying temperatures.
- Ability to tolerate dust and cleaning agents during routine housekeeping duties.
- Ability to interact with Customers in a friendly and helpful way.
- Ability to work cooperatively with others.
- Ability to work all assigned work schedules and comply with all time and attendance policies.
Performance of the essential functions of this position require the Associate to possess the minimum qualifications listed above. These functions include, but are not limited to, the following:
- Maintain Department sanitation and QA standards, including securing helium tanks, sweeping, mopping, removing cardboard and refuse as needed.
- Operate a baler and compactor.
- Be alert to temperatures and operating condition of refrigerated storage areas and display cases; promptly communicate any problems or equipment failures to key person in charge.
- Be knowledgeable of the various types of Frozen products; including taste, preparation method or use, price differences, etc.
- Utilize CGO to maintain and order merchandise to keep product in stock, including using Hand Held Terminal.
- Utilize and maintain equipment as required by department; report any equipment problems immediately.
- Maintain required communication within the Department and Company.
- Maintain a clean, neat, organized and safe work environment.
- Clean and sanitize all work surfaces, utensils and equipment in accordance with Department of Sanitation and QA standards.
- Keep floor clear of debris and spills.
- Perform all duties in accordance with Local, State and Federal regulations as they pertain to the Frozen Foods operation.
- Perform all duties in accordance with Company rules, policies, safety requirements, and security standards and all Local, State and Federal health and civil code regulations.
- Dress and groom according to Company policy, including uniform, name badge and hat or hair restraint requirements.
- Perform duties in accordance with QA hand washing standards and use disposable gloves when handling food.
- Perform duties in accordance with in the Company's HAZCOM program and adhere to manufacturer's label instructions for the safe and proper use of all chemical products.
- Greet all Customers and provide them with prompt, courteous service and assistance.
- Perform all duties in accordance with all ShopRite Service Priorities (Safety, Friendliness, Presentation, and Efficiency).
- Regularly lift, pull, push and rotate merchandise that weights 25 lbs., and that occasionally weights up to 50 lbs.
- Unload trucks and transport merchandise to Frozen Foods Department that weights 25 lbs., and that occasionally weights up to 650 lbs.
- Stand at work station for duration of scheduled shift, which may exceed 8 hours per day.
- Check prices and be knowledgeable about location of items in the store.
- Promote for sale any current charitable promotions to Customers.
- Understand and adhere to Company shrink guidelines as relates to departmental operations.
- Assist Frozen Manager as needed.
- When required, price items accurately and legibly using approved price marking devices.
- Ensure that featured sale merchandise is attractively signed to stimulate sales.
- Accurately record markups and markdowns, in-store use of merchandise, and bad merchandise/ spoilage write offs in accordance with Company policies.
- Maintain Unit Price Labels (Tags) for all items, doing price changes as required.
- Validate deliveries to invoice documents and utilize the receiving log, placing signed invoices in appropriate area.
- Fully stock and rotate all frozen merchandise in cases, shelves and other applicable displays according to tag allocation and department standards.
- Unload and secure received product in appropriate refrigerated storage areas using power or hand jack, carts, u-boats or bossies as needed.
- Block and face all products in accordance to Company policy or as assigned.
- Complete all applicable department training programs.
- Maintain punctual and regular attendance.
- Work overtime as assigned.
- Work cooperatively with others.
- Must be 18 years or older to operate balers, hi-lo's, power jacks, and slicing machines.
- Perform other duties as assigned.
Important Disclaimer Notice: The above statements are only intended to represent the essential job functions and general nature of the work being performed and are not exhaustive of the tasks that an Associate may be required to perform. The employer reserves the right to revise this job description at any time and to require Associates to perform other tasks as circumstances or conditions of its business, competitive considerations, or the work environment change. This job description is not a guarantee of employment.
Benefits OverviewThis position is eligible for vision, dental, life insurance, and legal plan benefits, which become available on a graduated basis over time according to the terms of the collective bargaining agreement (\"CBA\"). Paid time off (sick time, personal days, vacation days, and holidays) will accrue on a graduated basis over time in accordance with the CBA. Retirement benefits (pension or 401k) become available over time in accordance with the CBA.
WEST NYACK, NY
Position Purpose: Associates in Store Support positions are responsible for a variety of non-sales functions. This may include ensuring an outstanding customer order fulfillment experience, assisting customers in the lot or providing administrative services. Direct customer or vendor interaction is sometimes required for these positions. Whether directing customers to store departments or merchandise, answering customer questions on product order status, handling cash management or program compliance, these positions play a critical role in ensuring the highest level of customer satisfaction. Individuals in these positions must work cooperatively with other Associates, vendors, carriers, and productively with little/some supervision, be detail-oriented, and have proven time management skills. They must demonstrate a high level of integrity at all times, respond to operational concerns of all associates and remain focused on store specific business objectives while supporting key operational responsibilities. Specific positions may include: Office Associate, Order Fulfillment Associate, Lot Associate, and Customer Service Representative.
Pay Range: $16.00 - $18.00
Job Type: Store Support
Auto req ID: 200075922
As a part-time Sr Brand Ambassador, you bring our brand to life every day! Your goal is to provide everyone who comes in the store with an amazing shopping experience, making their day better than before they came in. You are the face of our company and you're proud of it! You love the products and are passionate about building brand loyalty with every guest. Most of all, you represent our company values and bring your real self to work every day.
Your ResponsibilitiesYou're a people person! You use the AEO Selling Model to engage with every guest to help them find exactly what they're looking for, and you do so with a \"friends first\" mindset.
You're passionate about AE & Aerie product! Guests come to you to educate them on product details and you are excited to make product suggestions to fit their needs.
You share the brand love! You're eager to introduce the AEO loyalty program and additional brand channels to guests.
You can hang! Your skillset rocks no matter what zone you're in and you can easily flex between the Salesfloor, Cash & Wrap, Fitting Room and Stockroom as needed.
You're an innovative problem solver! Making your guests' day is your priority and you're able to proactively resolve guest concerns while sticking to company policy.
You're a team player - teamwork! You're always willing to assist your team in getting the job done.
You've got integrity! You do the right thing and you always adhere to AEO's policies & procedures.
You'd Be Great For This Role IfYou love interacting with people!
You're full of energy and can handle multiple tasks in a fast-paced environment.
You're available to work when guests shop (looking at your evenings, weekends & holidays!)
You love AE and Aerie products.
You've worked in retail before. Practice makes perfect.
You're at least 18 years of age.
Our Brand Ambassadors Love AEO BecauseThey work with real people - there's nothing like your AEO family.
They're given opportunities for development, the chance to learn new skills, and are offered great potential for career advancement.
They receive 40% off product at both AE & Aerie year-round (plus additional seasonal discounts with new Floorsets!)
They participate in store contests for the chance to win free merchandise and other exclusive prizes.
Pay/Benefits Information:
Actual starting pay is determined by various factors, including but not limited to relevant experience and location.
Subject to eligibility requirements, associates may be eligible to receive paid sick leave and AEO may provide REAL rewards at its discretion.
Paid Time Off, paid sick leave, and holiday pay vary by job level and type, job location, employment classification (part-time or full-time / exempt or non-exempt), and years of service. For additional information, please click HERE.
An established organization is seeking a Corporate Counsel to serve as a key legal advisor to executive leadership and cross-functional teams. In this role, you will provide strategic legal guidance that supports business initiatives and growth. The position partners closely with departments such as Sales, Finance, Operations, Governance, and HR to support commercial transactions, oversee contract management processes, and ensure compliance with applicable regulations. This role also contributes to transaction support, internal policy development, and risk management initiatives. The ideal candidate brings strong business judgment, the ability to balance legal risk with operational objectives, and a collaborative approach to working with stakeholders across the organization.
Key Responsibilities
- Contract Management: Draft, review, and negotiate a broad range of commercial agreements including customer, vendor, partnership, licensing, and confidentiality agreements, while supporting the full contract lifecycle.
- Transactional Support: Provide legal guidance on strategic business transactions, including acquisitions, partnerships, and other commercial arrangements, assisting with due diligence and documentation.
- Employment & HR Advisory: Partner with HR on employment-related matters such as policies, workforce compliance, and employee documentation.
- Regulatory & Compliance Oversight: Help ensure company operations and commercial practices align with relevant legal and regulatory requirements, including exposure to government contracting frameworks such as FAR/DFAR and EHS regulatory considerations.
- Cross-Functional Collaboration: Work closely with internal teams responsible for governance, risk management, environmental health & safety, and operational excellence to support compliance frameworks and internal processes.
- Legal Operations: Oversee contract management resources and coordinate with outside legal advisors when necessary.
Qualifications
- Juris Doctor (JD) from an accredited law school and active bar membership.
- Several years of legal experience within a law firm, corporate legal department, or a combination of both.
- Strong experience reviewing and negotiating commercial agreements and advising on regulatory and compliance matters.
- Experience supporting organizations within manufacturing, industrial, or similarly regulated environments is highly valued.
- Excellent communication, negotiation, and analytical skills, with the ability to translate complex legal topics into practical business guidance.
- Highly organized, proactive, and able to manage multiple priorities in a dynamic environment.
Preferred Background
- Bar admission in the region of employment or willingness to obtain it.
- Familiarity with FAR/DFAR regulations related to government contracting.
- Exposure to EHS (Environmental Health & Safety) regulatory frameworks and compliance programs.
- Experience supporting manufacturing or industrial operations with complex regulatory requirements.
- Experience working across multiple departments in a multi-location organization.
Job description:
Alpine Health is a pharmaceutical distributor that supplies independent pharmacies with a full range of Generic Rx drugs, Diabetic Supplies, DME and Home Health Care products, Prescription Vials and Bottles, Pharmacy Supplies and Health and Beauty Aid Products.
Job Description:
This person will be assisting the Outside Sales Representatives with their accounts as well as developing and calling on new accounts by means of both tele-sales and relationship development. Our ideal person must be highly self-motivated, enjoy working with people in a team environment with the ability to work cross-functionally. Hours for this position are from Monday through Friday, 9:30 AM to 6:30 PM. This is an in office position.
- Excellent communication skills.
- Highly skilled at speaking with customers on the telephone and able to produce high quality work with little oversight.
- Place between 80 to 100 outgoing sales calls by phone each day to prospective clients.
- Document each communication and create a new, dated follow-up task in our CRM system immediately following each communication.
- Impeccable attention to detail in tracking leads.
- Participate in brief sales meetings with other Sales Reps and Sales Manager each day.
- Consistently meet and exceed goals while maintaining the highest level of integrity.
- Continuous interaction and communication with Sr. Sales and Management to keep updated of upcoming programs and changes.
- Ability to handle all questions and solve problems with the highest levels of skill.
- Sharing best practice skills with the team and to promote a positive team environment.
- High volume of outbound/inbound phone calls per day.
- Cold calling and lead generated calls.
- Key Attributes:
- Exceptional outgoing and energetic personality.
- Team Player with a sense of group value.
- Must consistently and aggressively drive sales.
- Self-confident and extremely competitive.
- Trustworthy and prideful in their work.
- Expert sales skills and ability to lead and motivate by example.
Qualifications:
- Minimum 1-3 years of related experience in Business to Business (B2B) Inside Sales or New Business Development.
- Proven track record in new sales development.
- Strong planning, problem-solving, and negotiation skills.
- Excellent oral and written communication skills.
- Microsoft Suite experience.
Rated of Pay - $25.00 per hour
HYBRID role - 2 days in office mandatory in Englewood Cliifs, NJ
Background
The Innovation Planner will act as the project manager and supply chain lead in processes that are executed in close cooperation with Marketing, R&D, Sales, Finance, Category Management and other Supply Chain Functional teams.
What You’ll Do
- Manage the innovation project plans from Pre-Start/Kick-off, through to implementation and post launch evaluation. This is achieved through helping to scope the project, defining activities and timings required to ensure capability is in place, and then following up on these timings throughout the project
- Manage the overall project networks, via MS project, coordinate inputs from all functions and hold individuals accountable for the delivery of their activities to ensure the project remains on time
- Ensure that the Supply Chain has the necessary capacities and capabilities to produce the innovations for all assigned sourcing sites
- Manage communication with all key project stakeholders and with global and regional innovation planners
- Coordinate required inputs to the business case for the innovation projects in terms of capital expenditure and SCC drivers, working closely with the global Procurement, Finance, Planning and Engineering teams
- Own and maintain the overall project networks for new variants and new hardware projects, as required to ensure “on time in full” delivery; by working closely with R&D, Marketing, Finance, Procurement, T&E, Quality and factories
- Co-lead risk assessments, and make sure action plans are embedded in the project timeline
- Support complexity reduction activities and sourcing analysis for the innovation projects, by working closely with Strategic Planning and Finance
Who You Are:
- You will have the opportunity to lead meetings with cross-functional team members and drive decisions to achieve one common goal
- You will work with your cross functional partners to develop timelines; understanding when key actions are needed and how the project team will navigate to successfully meet launch ambition
- You will face several hurdles throughout the innovation process. You will need to work collaboratively with your cross functional teams to overcome these challenges and successfully delivery your innovations to market.
- You influence team members to develop creative solutions when things go off-course, resulting in a different way to execute the project
Qualifications:
- Bachelor’s degree (Business, Supply chain, R&D, Engineering preferred)
- 5 years’ experience in Supply Chain (Project Management, Planning, Procurement, Manufacturing, Engineering or Logistics) or in R&D with experience on new product development
- Project management skills (working knowledge of MS Project, MS Office)
- Basic appreciation level of how manufacturing works
- Strong leadership and business partnering skills with the ability to influence decisions
Position Title: Trust Officer Locations: Tarrytown_NY Time Type: Full time Req ID: JR1154-Tarrytown_NY At Midland, we’re proud to be a little different.
You can see it in our bright orange signs-but there’s more to it than that.
With our heartfelt and personalized approach, we’re focused on meeting every customer’s needs with the brightest solutions.
For more than 140 years, we’ve learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success.
And this goes beyond traditional banking.
We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all.
Our humble ambition keeps us growing, giving back, and looking ahead.
We’re innovating and optimizing our services to ensure we stay unique
- providing strength you can count on with heart you can feel.
You might say we’re unlike any other bank.
And you’d be right." At Midland States Bank, base salary is one component of our Total Rewards program.
Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience.
This position offers additional compensation in the form of short-term incentives (i.e.
bonus and/or commission) and may include long-term incentives (i.e.
stock awards).
Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off.
Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan.
Incentives and benefits are subject to eligibility requirements.
Trust Officer Salary Range: $87,800
- $117,000
- $146,300 annually Position Summary The Trust Officer is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties for an assigned book of business and is expected to maintain and expand the network of centers of influence.
The Trust Officer is responsible for assuring compliance with all Bank policies and procedures, as well as applicable regulations.
This position is an individual contributor role.
Primary Accountabilities Performs responsibilities related to creating and administering personal trusts, investment agency, IRA (Individual Retirement Accounts) and guardianship accounts, serving as the primary contact for customers.
Conducts comprehensive needs assessment with current and potential customers and provides on-going advice and counsel tailored to clients’ financial goals.
Recommends appropriate products and services to meet needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations.
Meets with clients to ascertain their needs; also works with clients’ families, beneficiaries, accountants, and/or attorneys.
Proactively reaches out to high-value prospects and clients to market trust and investment management services.
Cultivates business relationships with centers of influence to expand clientele.
Manages documentation of all sales activities to establish a record for performance tracking, facilitating targeted analysis for future sales initiatives.
Develops and maintains a referral network of internal and external sources for additional sales opportunities.
Maintains contact with existing clients, beneficiaries, and referral sources to identify and pursue additional sales opportunities.
Identifies and refers business to other areas within the Bank as appropriate.
Stays abreast of developments in probate and fiduciary law, actively pursuing professional development opportunities.
Strictly adheres to compliance and operational risk controls in accordance with Bank and regulatory standards.
Works with outside legal counsel and other professionals to help establish legal and regulatory compliance in the administration of personal trusts, investment agency, IRA and guardianship accounts.
Represents the Bank in community organizations and activities to enhance the Bank’s image.
Provides quality service in meeting customer needs, inquiries and problems.
The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed.
May require work in a Midland office to ensure collaboration and support of internal and external customers.
Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA).
Other duties as assigned.
Position Qualifications Education/Experience: Bachelor's degree, with advanced degree JD or MBA preferred.
CFP (Certified Financial Planner) or CTFA (Certified Trust and Fiduciary Advisor) certification required, if not holding a JD.
3-5 years experience in financial services, preferably in a bank trust environment or, advanced designations and / or preparatory work or guidance may sometimes be assessed in lieu of experience.
Knowledge of financial planning and estate planning techniques.
Demonstrated success working in team environment.
Ability to meet time constraints without constant supervision.
Sales oriented, friendly and persuasive personality.
Professionalism and courtesy in dealing with customers and colleagues.
High degree of accuracy with attention to detail required.
Strong oral, written, and interpersonal communication skills.
Strong organization and time management skills.
Ability to work independently and as part of a team.
Competencies: Business insight Cultivates innovation Drives results Makes sound decisions Being a brand champion Collaborates Communicates effectively Customer focus Being Authentic Emotional Intelligence Self development Being flexible and adaptable If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at .
THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company.
We’re proud to be an Equal Opportunity and Affirmative Action employer.
At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here.
If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at .
THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Compensation details: 878 Yearly Salary PI 673152