Deposit Sales Representative, Specialty Finance Group, South Bend, IN (Western U
1st Source Bank, Mishawaka, Indiana, us, 46546
Overview
Position Summary
Responsible for soliciting, developing and establishing deposit and treasury services products to new and existing Specialty Finance Group (SFG) clients.
Responsibilities
Actively solicit and develop new and existing customer relationships in assigned market areas.
Partner with Relationship Managers in assigned territory to uncover and develop new business opportunities.
Meet with business prospects and customers; listen to understand their needs, and deliver solutions in the form of bank products and services.
Generate deposit and treasury services production to meet annual goals (to be assigned).
Manage deposit and treasury services requests through the documentation and opening process.
Establish, grow, and manage a portfolio of clients, primarily new and potentially some re-assigned from existing portfolios.
Grow banking and treasury service skillsets to support career progression.
Regular and predictable attendance is an essential requirement of the position.
Responsible for the completion of all compliance training related to the position.
Must understand all applicable laws and regulations that apply to the position and comply with the requirements.
Essential Requirements
Same as responsibilities: actively solicit and develop new and existing customer relationships in assigned market areas.
Partner with Relationship Managers in assigned territory to uncover and develop new business opportunities.
Meet with business prospects and customers; listen to fully understand their needs, and deliver solutions in the form of bank products and services.
Generate deposit and treasury services production to meet annual goals (to be assigned).
Manage deposit and treasury services requests through the documentation and opening process.
Establish, grow, and manage portfolio of clients, primarily new and potentially some re-assigned from existing portfolios.
Grow banking and treasury service skillsets to continue to support career progression.
Regular and predictable attendance is an essential requirement of the position.
Responsible for the completion of all compliance training related to the position.
Must understand all applicable laws and regulations that apply to the position and comply with the requirements.
Non-essential Functions Performs all other duties as assigned.
Experience / Skills
One (1) to three (3) years banking experience preferred.
Accounting or finance background preferred.
Good PC skills; proficiency in Microsoft Word and Excel essential.
Problem solving skills with attention to detail.
Strong quantitative and analytical skills.
Self-motivated; ability to work independently.
Good written and verbal communication skills.
High degree of attention to detail.
Bilingual preferred
Education Bachelors Degree preferred.
Travel Requirements Extensive national travel for new and existing client calls/conventions. Ability to travel overnight, as needed for meetings, projects, seminars, etc.
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
Equipment MS Office PC, fax, phone and standard office equipment.
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Responsible for soliciting, developing and establishing deposit and treasury services products to new and existing Specialty Finance Group (SFG) clients.
Responsibilities
Actively solicit and develop new and existing customer relationships in assigned market areas.
Partner with Relationship Managers in assigned territory to uncover and develop new business opportunities.
Meet with business prospects and customers; listen to understand their needs, and deliver solutions in the form of bank products and services.
Generate deposit and treasury services production to meet annual goals (to be assigned).
Manage deposit and treasury services requests through the documentation and opening process.
Establish, grow, and manage a portfolio of clients, primarily new and potentially some re-assigned from existing portfolios.
Grow banking and treasury service skillsets to support career progression.
Regular and predictable attendance is an essential requirement of the position.
Responsible for the completion of all compliance training related to the position.
Must understand all applicable laws and regulations that apply to the position and comply with the requirements.
Essential Requirements
Same as responsibilities: actively solicit and develop new and existing customer relationships in assigned market areas.
Partner with Relationship Managers in assigned territory to uncover and develop new business opportunities.
Meet with business prospects and customers; listen to fully understand their needs, and deliver solutions in the form of bank products and services.
Generate deposit and treasury services production to meet annual goals (to be assigned).
Manage deposit and treasury services requests through the documentation and opening process.
Establish, grow, and manage portfolio of clients, primarily new and potentially some re-assigned from existing portfolios.
Grow banking and treasury service skillsets to continue to support career progression.
Regular and predictable attendance is an essential requirement of the position.
Responsible for the completion of all compliance training related to the position.
Must understand all applicable laws and regulations that apply to the position and comply with the requirements.
Non-essential Functions Performs all other duties as assigned.
Experience / Skills
One (1) to three (3) years banking experience preferred.
Accounting or finance background preferred.
Good PC skills; proficiency in Microsoft Word and Excel essential.
Problem solving skills with attention to detail.
Strong quantitative and analytical skills.
Self-motivated; ability to work independently.
Good written and verbal communication skills.
High degree of attention to detail.
Bilingual preferred
Education Bachelors Degree preferred.
Travel Requirements Extensive national travel for new and existing client calls/conventions. Ability to travel overnight, as needed for meetings, projects, seminars, etc.
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
Equipment MS Office PC, fax, phone and standard office equipment.
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