Treasury Management Inside Sales Officer

Role Overview

The Treasury Management Inside Sales Officer is responsible for growing and retaining deposits, servicing clients, and cross-selling additional services such as Treasury Management and identifying additional credit needs. The incumbent will be part of a team that includes Treasury Management Officer and Relationship Manager.

What You Will Do

Conduct outbound calls and emails daily to engage with decision makers and key stakeholders in assigned companies, prospect and identify potential business clients, develop a deep understanding of clients’ financial needs and pain points, and utilize upselling tactics to ensure a great customer experience.

Why It Might Be a Fit

The ideal candidate will have a strong understanding of commercial deposit products and treasury management services, excellent communication and interpersonal skills, and a goal-oriented mindset with a record of accomplishment of meeting and/or exceeding targets.

Requirements

• Bachelor’s degree in a related field highly preferred
• Retail or Call Center experience highly preferred
• Proven inside sales and/or problem solving experience, preferably in the financial services or banking industry
• Experience with handling objections and negotiation
• Proven tenure of working with commercial lending customers
• Strong understanding of commercial deposit products and treasury management services
• Strong knowledge of commercial lending products/offerings
• Demonstrated excellent communication and interpersonal skills to engage effectively with clients and internal teams
• Goal oriented mindset with a record of accomplishment of meeting and/or exceeding targets
• Familiarity with Salesforce or CRM tools
• Ability to manage through a changing business landscape, anticipating issues and aggressively drive initiatives to ensure results

Benefits

• Competitive compensation with performance-based incentive awards
• Health and dental insurance
• 401(k) and DC retirement plan
• LTD and life insurance
• Paid vacation
• Day care reimbursement
• Tuition assistance for undergraduate and graduate programs
• Award-winning wellness program