Hillsboro, OH
599 Harry Sauner Road, Suite G & H, Hillsboro, OH 45133, USA
Responsibilities
Assist the Treasury Services Sales Manager in building and maintaining relationships with clients.
Understand client needs and resolve issues promptly.
Provide superior customer service.
Product knowledge and Sales – 20%
Develop a comprehensive understanding of banking products and services.
Collaborate with the Treasury Services Sales Manager to identify opportunities for cross-selling banking products to clients.
Assist with client presentations and meetings as needed.
Collaborate with cross-functional teams, including operations, marketing, and product development.
Assist the Treasury Sales Manager in coordinating and managing client events, and other initiatives.
Other duties as assigned to support the team.
Minimum Qualifications
Bachelor's Degree or equivalent work experience with a minimum 3 years of business banking cash management experience (Association Banking specific knowledge a plus).
Proven success in building business relationships with internal and external customers.
Proficient in Excel, Word, PowerPoint.
Excellent communications skills.
Ability to work independently and coordinate effectively in a team environment.
Knowledgeable about business banking and small business payment processing systems.
Proficiency in the use of Microsoft products (Word, Excel, PowerPoint), CRM software (e.g., Pipeline Deals) or other systems, and various internal deposit systems (daily).
Strong understanding of association banking products and services.
Excellent verbal and written communication skills to effectively interact with clients and colleagues.
Provide exceptional customer service; be responsive, empathetic, and able to address client needs and concerns promptly. Build trust and maintain long-term relationships with clients.
Strong analytical skills to assess and identify suitable banking solutions and resolve client issues.
Problem-solving mindset and proactive in finding solutions to meet clients’ needs.
Organization and time management: prioritize work, meet deadlines, and ensure efficient client management.
Teamwork and collaboration: ability to work well within a team and leverage others’ expertise.
Adaptability and learning agility: the banking industry changes with evolving technologies and market conditions; stay updated with industry trends.
Must be adaptable, open to learning, and willing to stay updated with industry trends and advancements.
AA/EOE
Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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Responsibilities
Assist the Treasury Services Sales Manager in building and maintaining relationships with clients.
Understand client needs and resolve issues promptly.
Provide superior customer service.
Product knowledge and Sales – 20%
Develop a comprehensive understanding of banking products and services.
Collaborate with the Treasury Services Sales Manager to identify opportunities for cross-selling banking products to clients.
Assist with client presentations and meetings as needed.
Collaborate with cross-functional teams, including operations, marketing, and product development.
Assist the Treasury Sales Manager in coordinating and managing client events, and other initiatives.
Other duties as assigned to support the team.
Minimum Qualifications
Bachelor's Degree or equivalent work experience with a minimum 3 years of business banking cash management experience (Association Banking specific knowledge a plus).
Proven success in building business relationships with internal and external customers.
Proficient in Excel, Word, PowerPoint.
Excellent communications skills.
Ability to work independently and coordinate effectively in a team environment.
Knowledgeable about business banking and small business payment processing systems.
Proficiency in the use of Microsoft products (Word, Excel, PowerPoint), CRM software (e.g., Pipeline Deals) or other systems, and various internal deposit systems (daily).
Strong understanding of association banking products and services.
Excellent verbal and written communication skills to effectively interact with clients and colleagues.
Provide exceptional customer service; be responsive, empathetic, and able to address client needs and concerns promptly. Build trust and maintain long-term relationships with clients.
Strong analytical skills to assess and identify suitable banking solutions and resolve client issues.
Problem-solving mindset and proactive in finding solutions to meet clients’ needs.
Organization and time management: prioritize work, meet deadlines, and ensure efficient client management.
Teamwork and collaboration: ability to work well within a team and leverage others’ expertise.
Adaptability and learning agility: the banking industry changes with evolving technologies and market conditions; stay updated with industry trends.
Must be adaptable, open to learning, and willing to stay updated with industry trends and advancements.
AA/EOE
Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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