Job Post - Treasury Management Sales Associate - Bankers Trust

10/15/2015 12:56 PM | Anonymous
ESSENTIAL RESPONSIBILITIES: The primary purpose is to provide Sales support for the Treasury Services Officers. Assisting in the implementation of new customers and/or new products for existing customers, preparing paperwork for operations, pricing for account analysis, and preparing appropriate agreements. Prepare correspondence, reports, coordinate calendar, and answer telephone and e-mails. Assist clients with routine sales inquiries (answering questions on products, processes and procedures), research, investigations, wire transfers, etc. Assist in the preparation of proposals. Serves as the liaison between the customer, sales officer, and implementations to ensure a satisfactory experience. Maintains strong knowledge of the portfolio in order to independently analyze and make decisions regarding client needs.

The ability to provide an extremely high level of customer service and satisfaction is necessary for success in this position. High attention to detail and timeliness are critical attributes in this position to ensure customer satisfaction and provide accurate documentation in order to protect the customer and the bank.

EDUCATION/WORK EXPERIENCE: High School Diploma or equivalent; 2+ years of post-high school education preferred; 2+ years customer service-oriented environment required, 4 or more preferred; 2+ years of direct experience in Treasury Services required

REQUIRED SKILLS: Ability to deal effectively with customers and all levels of the bank organization; High level of written/verbal communication skills, organizational and problem solving skills; Detail oriented in all tasks; Proficient in Microsoft Office Suite of products; Advanced knowledge of Corporate Internet Banking, ACH, Remote Deposit, Positive Pay, Lockbox Analysis Accounts, and other Treasury Management services

Full Time: Normal Working Hours: Monday through Friday, 8:00 a.m. to 5:00 p.m.

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