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PMA Banking Funding Associate

Learn more about PMA Financial Network
PMA Financial Network

PMA Financial Network

PMA Banking Funding Associate

Naperville, IL
Full Time
Paid
  • Responsibilities

    Summary

    The Bank Funding Associate contacts banks to maintain current relationships, provides funding capacities and rates, with a primary focus on certificate of deposit investment process and other operational tasks in Bank Funding Department.

    Essential Functions

    • 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 communication with banks, strategies implemented for best practices and lessons learned, most importantly objective metrics.
    • Primarily responsible for bank settlement and maintaining strong, long lasting, exceptional external and internal client relationships.
    • Execute bids and provides Trading & Operations Support with an exceptional attention to detail as the primary administrator for all bank documentation and process.
    • Contacts (calls) targeted banks to maintain current relationships, and discuss bank funding needs.
    • Contact banks to determine current, next day and future capacities.
    • 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.
    • Other duties and responsibilities as assigned by management.
  • Qualifications

    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.
    • Beginner to intermediate Excel skills with knowledge of basic formulas and functions.
    • The essential functions of this position require a fast pace, detail oriented individual that can collaborate in a team environment to meet deadlines

    Licenses, Registrations and Certifications

    • Regulatory Licensures: Series 7 & 63 (preferred)
  • Industry
    Financial Services
  • About Us

    PMA is a family of financial services companies that helps municipalities, school districts, local government investment pools and other institutions across 12 states.