Treasury Sales Specialist
Isabella Bank, Mt. Pleasant, SC, United States
Treasury Sales Specialist
Job Category: Retail Requisition Number: TREAS001844 Full-Time Hybrid Operations Center 2750 Three Leaves Dr Mount Pleasant, MI 48858, USA Description
Position Title: Treasury Sales Specialist Reports To: AVP Director of Treasury Management General Purpose: The Treasury Sales Specialist will promote, and onboard business banking customers Responsibilities: Identify and recruit new customers to the bank Promote treasury products and services to current or new customers. Work with internal staff to promote and educate on treasury products and services Review customer activity and provide solutions to customers
Analyze the financial operations of various businesses entities Identify areas where technology may improve efficiency or decrease costs Deliver recommendations in appropriate format for customers
Obtain and complete necessary contracts/documentation required for treasury products Train customers in appropriate use of treasury products Representing Isabella Bank in community activities All other assigned duties Education/Experience: Associate's degree in business or two years similar or related work experience required Three to five years of banking experience preferred Prior sales experience preferred Knowledge of business organizational structures Skills: Ability to understand the capabilities of treasury products and the value they can bring to a business Ability to communicate effectively with people serving in a wide range of roles Self-motivated Strong customer service skills Strong computer skills Strong organizational skills and ability to multi-task Isabella Bank is an AA/EEO employer
Job Category: Retail Requisition Number: TREAS001844 Full-Time Hybrid Operations Center 2750 Three Leaves Dr Mount Pleasant, MI 48858, USA Description
Position Title: Treasury Sales Specialist Reports To: AVP Director of Treasury Management General Purpose: The Treasury Sales Specialist will promote, and onboard business banking customers Responsibilities: Identify and recruit new customers to the bank Promote treasury products and services to current or new customers. Work with internal staff to promote and educate on treasury products and services Review customer activity and provide solutions to customers
Analyze the financial operations of various businesses entities Identify areas where technology may improve efficiency or decrease costs Deliver recommendations in appropriate format for customers
Obtain and complete necessary contracts/documentation required for treasury products Train customers in appropriate use of treasury products Representing Isabella Bank in community activities All other assigned duties Education/Experience: Associate's degree in business or two years similar or related work experience required Three to five years of banking experience preferred Prior sales experience preferred Knowledge of business organizational structures Skills: Ability to understand the capabilities of treasury products and the value they can bring to a business Ability to communicate effectively with people serving in a wide range of roles Self-motivated Strong customer service skills Strong computer skills Strong organizational skills and ability to multi-task Isabella Bank is an AA/EEO employer