What are the responsibilities and job description for the Treasury Management Sales Associate position at Banner Bank?
More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past five years.
With more than $16 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.
As a Treasury Management Sales Associate, you will assist the TM Team Lead and Consultants with implementation coordination for new and existing clients. Provide assistance in the overall success and growth for assigned sales territory. Respond to other Bank associates' referrals regarding customer acquisition.
In this role you will have the opportunity to:- Assist the Team Lead and Consultants in the sale of cash management products. Accompany consultants on occasional sales calls.
- Prepare customized professional sales presentations, reviews, and Requests For Proposals within sales territory.
- Prepare customized sales proposals, product documentation, and sales reports.
- Responsible for reviewing and submitting customer agreements. Verify service charges via the Account Analysis system.
- Responsible for following up on on-site installations of cash management applications to ensure customer knowledge and use of products and services..
- Maintain open communication with other Bank associates concerning cash management sales calls, sales, and developments. Proactively refer prospects to appropriate officers.
- Responsible for continuing professional education and community involvement.
- Responsible for complying with policies, procedures, security requirements, and government regulations.
- Associate's Degree: Related Field (an equivalent combination of education and experience may be considered)
- 0 to 2 years of banking experience; preferably including sales of Cash Management products required
- Possess working knowledge of cash management products and services.
- Possess excellent written and verbal communication skills.
- Experience with in MS Office 2010 (Excel, Word, PowerPoint, Visio).
- Possess outstanding customer service, rapport building, analytical, and problem-solving skills.
- Ability to accept and promote change.
- 20%
- Targeted starting houlry range (based on experience): $ - 27.90
- Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
- Paid vacation time, sick time and 11 company paid holidays
- 401k (with up to 4% match)
- Tuition reimbursement up to $5,250 annually
- Get more information at: Employee Benefits | Banner Bank
Please take time to review before applying.
Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.
Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
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