Treasury Management Sales Associate

LOCATION: 7310 Woodward Ave., Detroit

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

Management reserves the right to change this job description at any time according to business needs.