What are the responsibilities and job description for the Treasury Sales Associate position at Mercantile Bank?
Join Mercantile Bank in Grand Rapids, MI as a full-time Treasury Sales Associate. This opportunity is perfect for early sales professionals and finance enthusiasts to dive into the dynamic world of commercial banking! In this junior-level role, you'll engage with technology and innovative financial solutions, helping our commercial clients optimize their treasury management needs.
This role offers the flexibility of a hybrid role that consists of an engaging office environment, work from home days, and time in the community connecting with commercial clients. As a tech-savvy individual, you'll engage in meaningful interactions with customers, leveraging your aptitude for learning new systems to provide exceptional support to our team of talented Treasury Sales Officers while you hone your skills.
This position as an associate offers many opportunities for advancement and is a great way to begin your career in the commercial banking sector. Embrace the chance to evolve your career while contributing to a company that values integrity, accountability, and inclusivity.
Core Responsibilities:
- Support Treasury Sales Officers by creating proposals, presentations, and other administrative tasks related to the sales process
- Become a subject matter expert that can confidently attend client meetings and provide direct sales support to customers
- Collaborate internally with our sales, onboarding, support, and operations teams to help customers throughout the sales process and ensure effective handoff
Why Mercantile Bank?
Mercantile Bank was founded by entrepreneurs who believed building strong relationships and communities is accomplished through collaboration and innovation. It's more than being a financial institution, it's being a trusted ally and community partner. As Michigan's largest community bank, our roots are deeply embedded in the diverse communities we serve. Our commitment to our customers and community is at the core of all we do.
As an employee of Mercantile Bank, you will receive competitive compensation, bonus opportunities, and best-in-class benefit options. With a minimum of 3 weeks' vacation, sick time, 11 paid holidays, generous 401k match of 5%, company paid life insurance, tuition reimbursement, IVF and adoption assistance, zero-interest loans for fitness equipment and business attire, discounted bank services, employee stock purchase plan, 529 savings plans, health savings accounts, flexible spending accounts, legal protection, exceptional training and development opportunities, and encouragement to connect with community through volunteer opportunities.
A Look into Your Day
This exciting junior-level position focuses on supporting new and existing business customers by connecting them to our innovative treasury management products, enabling them to operate more efficiently and securely. You will work alongside experienced Treasury Sales Officers, crafting tailored proposals and presentations to meet the unique needs of our commercial clients. This role offers hands-on experience, attending customer visits across the greater West Michigan area, enriching your understanding of our customizable services.
With an emphasis on technology, curious individuals who enjoy problem-solving will thrive here. You'll have the chance to engage with a variety of businesses while representing the Bank with integrity, all while building valuable relationships. After an initial in-office training period, you may enjoy the flexibility of working from home 1-2 days a week. Join us to make a genuine impact in your community while advancing your career in treasury management!
Comfortably navigating an office environment during training hours of Monday through Friday, 8 AM to 5 PM, is expected, with the potential for work-from-home flexibility once adequately trained and performance is assessed. While prior banking or treasury experience is a plus, we welcome candidates who are open to obtaining their Certified Treasury Professional (CTP) designation at the associate level.
This role will take you to customer visits across the greater West Michigan area where you'll use your power to connect, build relationships, and uncover opportunities. We take pride in selling the right product for the customer's needs and you will represent the Bank with integrity. Your strong organizational skills and quick follow-up will ensure a successful hand-off to our implementation team.
What We're Looking For
To excel as a Treasury Sales Associate at Mercantile Bank, candidates must possess a strong aptitude for technology and a willingness to learn new systems, as our treasury management products are primarily online. A minimum of two years in a customer-facing role, coupled with prior sales experience, is essential for success in this position. While a high school diploma or GED is required, a bachelor's degree in a business-related field or equivalent work experience is strongly preferred. An effective professional demeanor is vital, encompassing attendance, appearance, and interpersonal skills, along with excellent verbal and written communication abilities.
Requirements:
- Has a high aptitude for technology and learning new systems
- Has experience in a sales role or at minimum 2 years of customer facing experience
- High school diploma or GED required
- Ability to work in an office environment M-F 8am-5pm throughout training with flexibility and a work from home day offered once trained and manager is confident in ability
- Professional demeanor
- Excellent verbal/written communication skills
Preferred Qualifications:
- A bachelor's degree in business related field
- Previous banking and/or Treasury experience
- Holding, or open to obtaining, Certified Treasury Professional (CTP) designation
If you feel this is the right job for you, please apply!