Bankers' Bank
  • Madison, WI, USA
  • Salary
  • Full Time

Bankers’ Bank provides great benefits including a competitive base salary; comprehensive benefits package including medical, dental, and vision coverage, a 401(k) match, company paid long term disability and life insurance, voluntary short term disability, life and critical illness coverage; paid vacation, sick leave and holidays; and educational assistance.

Bankers' Bank is a growing, state-chartered financial institution with over $800 million in assets committed to assisting community banks with their technological and financial service needs for over a quarter of century. In addition to specializing in providing correspondent banking products and services to community banks we also provide bank holding company loans, over line participations, leasing, secondary mortgage products, cash letter/cash management, municipal bond underwriting, investment trading, safekeeping and portfolio accounting, correspondent credit services, international services, and bank card products. Bankers' Bank has offices in Madison, WI, Des Moines, IA, Chicago, IL, and Indianapolis, IN.

We are seeking an ALM/Banking Financial Analyst. The role supports and markets the asset liability management (ALM) product offered by the Bank to financial institutions in the Midwest. Produces accurate and insightful financial analysis that stimulates strategic discussions and builds relationships through education and exemplary client support including accurate reporting, analysis and clear communication of all ALM components.

Sales & Relationship Management

  • Conduct pre-sales call analysis, customer fit assessments and development of sales materials
  • Conduct in-person sales calls and/or webinars to demonstrate product features.
  • Engage with potential customers to address questions about program functions and features.
  • Conduct sales presentation for additional investment operations programs, namely Bond Accounting and Safekeeping.
  • Maintain Client Relationship Management (CRM) system information for assigned sales opportunities and lead efforts to take opportunity through the sales process.
  • Meet sales goals.
  • Assist in developing sales and marketing plans related to ALM Driver, Bond Accounting, and Safekeeping.
  • Work with existing customers to answer any questions about the modeling functions.
  • Work with the vendor to understand model functionality and troubleshooting.


  • Demonstrate a thorough knowledge of the ALM model and process functionality.
  • Maintain knowledge of regulatory and industry related issues.
  • Personalize presentations and services, training and product support for customers in the areas of:
  • ALM concepts
  • ALM model layout, reports, functions, and tools
  • Scenario assessments
  • Conduct webinars and presentations as educational opportunities for customers.
  • Generate fee based consulting services for project work and advanced modeling needs.

 Data Analysis

  • Lead implementation activities for new customers related to bank data acquisition, assumption creation, data reconciliations, model settings and new user orientation.
  • Evaluate customer data to determine cause for bank result changes and to be prepared to discuss results with clients.
  • Compile information from client base to identify trends and averages to be used for client insight and assessment purposes.
  • Develop or assess 'what-if' model scenarios for completeness and implications of results.

Ideal candidates will possess a bachelor's degree in business, accounting, economics, or other related field or an equivalent combination of education and experience sufficient to perform the position functions of the job. Six or more years of previous banking and financial experience. Two or more years of ALM modeling experience.

Full Job Description
Bankers' Bank
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