Treasury Services Sales Specialist I, Treasury - South Bend, United States - 1st Source Bank

1st Source Bank

Verified Company

South Bend, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

***Responsible for generating sales activity for the Treasury Services Department, including the development of marketing programs, and the servicing of existing clients using a team approach.

ESSENTIAL REQUIREMENTS- Calls on prospective or existing clients to develop new business, expands existing business relationships, maintains good client relations, and ensures proper servicing of accounts.

Prepares Treasury Services proposals and makes recommendations to assist business clients.
Participates in Relationship, Business Banking and Small Business Banking blitzes.
Follows up with existing clients to ensure good service and crosssells additional services.
Stays apprised of Treasury Services to fully meet the needs of existing and potential customers.
Prepares Treasury Services documents and delivers and reviews Treasury Services documents with clients.
Reviews returned Treasury Services documents to ensure accuracy.
Works on a team of multiple Treasury Services Sales Specialists (if applicable).
Participates in joint calls with Product Generalist to clients with extensive or complex Treasury Services needs.
Tracks referrals and sales results.
Assists in developing a marketing strategy for Treasury Services products/services, monitoring its success, and helping to coordinate the Treasury Services call program with other departments.
Helps educate both the Retail and Business Banking departments on new and existing Treasury Services.
Meets with Relationship Managers to review and put together crossselling action plans based on prospect and existing client lists.
Recommends and cross sells other services within the bank that are related to Treasury Services.
Adheres to the pricing of Treasury Services products/services to ensure profitability.
Must have a valid driver's license.
Completes all compliance training related to the position.

NON-ESSENTIAL FUNCTIONS
Performs all other duties as assigned.

EXPERIENCE/SKILLS- Minimum two (2) years sales experience required; three (3) to five (5) years banking experience required; experience selling Treasury Services products/services preferred.

Three (3) to five (5) years experience preferred; prior sales of financial products or services, preferably banking experience preferred.
Proactive sales skills with ability to prospect new client relationships. Good PC skills

-proficiency in Microsoft Word and Excel essential.

High degree of self motivation and ability to work autonomously.
Strong client relationship management and customer service.
Excellent written and verbal communication skills and ability to network within the bank and in the community.

EDUCATION
Bachelors Degree preferred.

TRAVEL REQUIREMENTS
Ability to travel to off-site locations for meetings, projects, seminars, etc., as well as ability to travel overnight.

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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.

41 CFR c)