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Hybrid Inside Sales Representative, Treasury Management
Posted last month
About the role
- Provide expertise, consultation, and recommend treasury solutions to business relationships in Retail banking
- Act as a product partner for Retail including Managers, Relationship Bankers and others to ensure treasury management solutions are introduced to businesses
- Direct client contact via phone/email/MS Teams within assigned coverage
- Collaborate with the Inside Sales team on presentations, newsletters, trainings, and sales product presentations
- Communicate via phone or email with businesses following Retail referral and create customized presentations based on analysis
- Analyze existing services, usage patterns, design product group to meet needs, recommend additional treasury products, and suggest account structure changes
- Pre-call preparation including research on the company and overall relationship
- Handle communication for TM product updates or campaigns directly with customers and/or Retail
- Review reports for cross-sell opportunities and perform proactive relationship reviews
- Maintain sales generated ticket maintenance and ensure successful completion by TM Support teams
- Manage onboarding: collect onboarding information, submit new product setup requests, obtain signed TM agreements, and manage workflow through implementation and training
- Act as escalation point for complex issues including discovery, escalation, and resolution
- Maintain accurate portfolio planning and tracking for revenue forecasting and goal measurement
- Participate in special projects such as product usage analysis, product upgrades, and regulatory impact analysis
- Primary focus on revenue-generating tasks and guiding Retail staff to appropriate resources within the bank
Requirements
- 3-5+ years financial services experience, with prior sales experience preferred
- Resourceful, with a sales mindset from initial conversation through implementation fully closing the deal
- Proactively work on sales efforts and handle special projects when needed
- Flexible adapting with changes, multitask various daily duties, possess a keen attention to detail, and effectively manage changing priorities
- Work independently, gain and apply knowledge of Treasury Management solutions as well as navigate several information systems
Benefits
- Competitive pay and discretionary or incentive bonus eligible
- Medical Insurance
- Dental
- Vision
- Life insurance
- Accidental death and dismemberment
- Short-term and long term Disability Insurance
- Parental Leave
- Employee Assistance Program (EAP)
- Traditional and Roth 401(k) with company match
- Flexible Spending Account (FSA)
- Employee Stock Purchase Plan at 5% discount
- Critical Illness Insurance
- Accident Insurance
- Transportation and Commuting Benefits
- Banking Benefits
- Pet Insurance
- Tuition reimbursement
- Family-friendly work hours
- Opportunities to grow and develop in your career
- Promote from within culture
- Eligibility to earn an annual bonus
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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