What are the responsibilities and job description for the Treasury Sales Associate position at Careers?
Job Summary
Under the support of the Director-Treasury Management you will support the sales process with activities translating to business development, relationship retention and revenue growth.
Essential Functions
Employees must be able to perform the essential functions of this position satisfactorily or make a request for reasonable accommodations as needed.
Planning/Prospecting (Under the direction of the Treasury Management team)
- Conduct research on customers and prospects to prepare for meetings.
- Develop pricing scenarios for potential offerings.
- Attend meetings with Relationship Managers as support for the Treasury Management Team.
- Participate in joint sales calls alongside the Treasury Management Team.
- Gather information to prepare comprehensive relationship reviews.
- Create sales materials, including proposals, schematics, pricing sheets, pitch books, economic models, and presentations.
- Ensure timely follow-up on all sales calls to foster client engagement.
Portfolio Growth
- Identify and pursue new opportunities within the existing portfolio.
- Directly engage with current customers to uncover additional needs without the Treasury Management Team.
- Collaborate with the Treasury Management Team to review new business opportunities.
- Actively generate inside sales leads through relationship building.
Implementation
- Assist in onboarding new customers and ensure a smooth implementation of Treasury products and services.
- Oversee the implementation process and escalate any issues to the Treasury Management Team as necessary.
- Demonstrate Online Banking and other Treasury modules to clients and prospects.
- Collaborate with the Account Opening Specialist to gather necessary documentation for account setups.
- Complete required legal documentation for customers as needed.
- Validate billing processes post-implementation to ensure accuracy.
- Maintain a strong knowledge of Treasury products and services.
- Maintain proficiencies with systems to access customer information.
- Ask insightful questions to understand customer concerns and provide effective solutions.
- Escalate service issues appropriately and support communication during significant customer-impact events.
Team Engagement
- Assist in managing opportunity tracking and bookings within Salesforce to maintain accurate records.
- Participate in initiatives aimed at improving customer experience and enhancing product offerings.
- Provide backup support for the Treasury Management Team and other Sales Associates as needed.
Portfolio and Risk Management
- Proactively manage the portfolio while effectively balancing risk.
- Ensure compliance with all bank policies and procedures.
- Maintain accuracy in all documentation and system entries to uphold data integrity.
Education & Experience
- Associate degree or 3 – 5 years industry experience
- General Banking industry knowledge
- Working knowledge of sales cycle – prospecting through closing
- Understanding of business acumen & written skills
- Collaborative, interpersonal skills
- Strong organization skills, ability to multi-task, detail oriented
- Ability to maintain confidentiality and comply with bank policies and procedures.
We offer the opportunity for career growth and development in a professional and pleasant work environment. We offer a competitive salary and exceptional benefits package including:
- Health Insurance – Dacotah Bank pays 100% of the premium for individual or family coverage
- Dental Insurance – Dacotah Bank pays 100% of the premium for individual or family coverage
- Generous paid vacation and sick time 11 paid Holidays
- 401(K) – dollar for dollar match up to 3% of compensation annual retirement contribution eligibility
- Annual wellness reimbursement program
- Annual Dacotah Gear allowance
- Birthday day off
- Additional perks and benefits