Sales Representative increasing B2B annual revenue by providing new channels for clients. Collaborating with strong brands in an ambitious sales partnership.
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
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