Hybrid Treasury Management Sales Associate 3

Posted 8 hours ago

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About the role

  • Treasury Management Sales Associate assisting the team in implementing banking services and enhancing customer relationships. Collaborating with various groups while ensuring accurate service delivery.

Responsibilities

  • Assist customers with implementation documentation to ensure a smooth implementation of new banking services.
  • Identify opportunities to deepen existing customer relationships by offering solutions to meet identified needs.
  • Clearly understand customer needs and expectations while delivering client service in a knowledgeable, accurate and professional manner.
  • Deal effectively and tactfully with clients when handling complaints, problems and general inquiries.
  • Complete work in a neat, efficient and accurate manner.
  • Meet expectations of clients and the business.
  • Plan, organize and prioritize work to meet deadlines.
  • Foster collaboration with other groups by building credibility and trust.
  • On occasion, may accompany Treasury Management Payments Consultants during client meetings.

Requirements

  • Bachelor's degree or equivalent work experience
  • Three or more years of experience in banking and/or customer service
  • Thorough knowledge of treasury management products
  • Ability to identify and resolve/escalate problems with minimal guidance
  • Excellent professional verbal and written communication skills
  • Strong customer service skills
  • Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
  • Existing knowledge of U.S. Bank platforms a plus

Benefits

  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Job title

Treasury Management Sales Associate 3

Job type

Experience level

JuniorMid level

Salary

$2,635 - $3,510 per hour

Degree requirement

Bachelor's Degree

Location requirements

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