(MI) Treasury Management Sales Associate
SUMMARY:
Performs administrative and analytical duties; acts as liaison between Business Development Officer and corporate customers and prospects; conducts special projects; resolves problems; performs research; processes new client implementations; keeps management informed of special customer needs or problems.
RESPONSIBILITIES:
Responsible for supporting all treasury management clerical functions, including opening depository accounts, online banking, account reconcilement, positive pay, wire transfers, ACH, Remote Deposit and assisting treasury management customers.
REQUIREMENTS:
- Thrive on supporting relationship managers, by completing Pro Formas, RFPS, financial analysis and managing projects
- Has a strong merchant background likes to juggle many projects at once but is detailed with excellent time and project management skills
- Serve as a liaison between the customer, the sales officer, and the implementation team to ensure a satisfactory implementation experience
- Be responsible for having a strong knowledge of the portfolio to successfully analyze decisions made for the client
- Provide sales backup for the TM Sales Officer and may conduct joint sales calls with the TM Sales Officers and Relationship Managers
- Meet or Exceed assigned deposit and product goals monthly
- Strong analytical, negotiation and problem-solving skills
- Good listening and creative thinking skills
- Comprehensive knowledge of teller banking
- Excellent communication and presentation skills
- Highly organized and detail oriented
- Ability to adapt quickly to changing situations and priorities
- Ability to work without significant supervision in a team-focused environment
- Possesses the ability to mobilize internal resources to ensure completion of required tasks
- Proficient in Microsoft office suite of products including Excel, Word and PowerPoint
- Complete the implementation and servicing of the treasury services requested by clients
- Comply with the Bank’s compliance requirements including BSA, OFAC and USA Patriot act
EDUCATION AND/OR EXPERIENCE:
- Associates degree or higher
- Preferred 1to 2 years of servicing treasury management products/services experience
- 2 to 3 years of teller experience
WORKING ENVIRONMENT:
- Daily interaction with external and internal customers
- Daily interface with Accounting, Bank Operations, Loan Operations and other business units.
- Office environment with workstation area (desk/counter), desktop computer and chair
- Job duties involve sitting, standing and/or walking within work area
- Adequate lighting, ventilation, heating and cooling are supplied
- Unaided lifting of up to 20 pounds may be necessary
- Security doors, cameras, alarms and personnel are at hand
EQUIPMENT USE:
- Desktop computer (computer and web-based applications)
- Standard office equipment: telephone, copier, printer, fax