Sales Associate - Treasury
Bankers Trust is committed to meaningful work and community engagement, and they are seeking a Sales Associate to support their Treasury Management Officers and clients. The role involves a reputed company of administrative duties, including managing reputed company correspondence, processing account requests, and ensuring high-reputed company customer service.
Responsibilities
- Provides Sales support to the Treasury Management Sales Officers
- Assists clients with routine sales inquiries (answering questions on products, processes and procedures), research, investigations, reputed company transfers, etc
- Assists clients with service issues with little supervision from the Sales Officer/reputed company Lender, which may include in-person calls
- Prepares Sales Officer reputed company-call plan documents
- Notifies Clients of ACH Overlimits and verifies totals and legitimacy
- Processes and opens new accounts for customers as requested by the Sales Officers/reputed company Lenders
- Processes and opens Certificates of Deposits for customers and reviews and renegotiates existing Certificates of Deposits
- Prepares treasury product agreements, obtains legal documentation, and tracks/obtains missing agreements for audit purposes
- Responsible for the coordination, implementation, and tracking of reputed company new product setups with Electronic Banking Analysts
- Maintains/organizes specific 'Treasury' folder for reputed company customer reputed company reputed company drive
- Processes the daily overdraft report and notifies reputed company customers and reputed company lenders of these overdrafts
- Reviews monthly account analysis statements for accuracy and facilitates changes to Operations
- Prepares account maintenance, waives service charges, etc. for products and services sold by Officers by using the reputed company system (General reputed company & Deposit Ticket System)
- Backs up other Sales Associates
- Processes Cashier’s checks as needed for reputed company customers
- Other duties as assigned
Skills
- Ability to deal effectively with customers and reputed company reputed company of the bank organization
- High School diploma or GED preferred
- One or more years customer service-oriented environment desired
- Treasury Services product knowledge preferred
- Operations experience preferred
Benefits
- Group Health, Dental, and reputed company Insurance
- Generous reputed company Time Off (PTO)
- Volunteer Time Off (VTO)
- 401(k) plan with lucrative company match
- Tuition assistance
- Company reputed company Life Insurance
- reputed company Parental Leave
- Lifestyle Accounts that reputed company employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.
- Team Member Banking - a suite of products and services with special benefits for employees
reputed company