Treasury Management Sales Officer
- High School Diploma/GED required. Bachelor's degree preferred.
- Three (3) years of sales experience in banking with knowledge of Treasury Management products.
- Must have a proven track record in sales, ideally within treasury management or financial services, with experience in self-sourcing new relationships.
- Must have strong communication skills, both oral and written
- Ability to work independently and exercise good judgment.
- Ability to focus on the client/prospect; uncover and meet underlying needs, follow through on questions, requests and concerns; approaches each interaction as an opportunity.
- Proficient in MS Office.
- Knowledge of banking systems and branch operations.
- A valid driver's license and access to a reliable vehicle. Principal Activities and Duties:
- Self-source and cultivate new client relationships through networking, referrals, and outreach.
- Develop and manage internal partnerships with internal customers: Corporate Banking, Commercial Real Estate, Private Banking and Business Banking to assist them with calling efforts and sell treasury management services to borrowing clients of the Bank.
- Act as a reference for internal/partner inquiries about the Bank's treasury management services without reliance on Product Management for information.
- Cultivate and develop relationships with referral sources regarding Dollar Bank's philosophy and our team approach to relationship building.
- Act as a liaison for the various assets divisions and Treasury Management Product for training and new product development needs.
- Respond to and resolve client inquiries and issues with the help of the Treasury Management Team.
- Ability to effectively lead a meeting and/or project assignment.
- All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Address 1
950 Main AvenueAddress 2
Suite 1700Employment Status
Full-timeFLSA
ExemptSchedule Information
Monday through Friday 8:00 AM to 5:00 PMBenefits Information
Full-time employees are eligible for a comprehensive benefits package including medical, dental, vision, 401(k) with immediate vesting, tuition reimbursement, and gym membership reimbursement.Part-time employees qualify for 401(k) with immediate vesting, tuition reimbursement, and gym reimbursement.
For more information, please visit
EEO Statement
Dollar Bank is an Equal Opportunity Employer.Minority/Female/Veteran/Disabled
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