Treasury Sales Specialist
Isabella Bank, Mount Pleasant, MI, United States
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
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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
#J-18808-Ljbffr