Deposit Sales Representative, Specialty Finance Group, South Bend, IN (Central Territory)
Responsible for soliciting, developing and establishing deposit and treasury services products to new and existing Specialty Finance Group (SFG) clients.
ESSENTIAL REQUIREMENTS
- Responsible for actively soliciting and developing new and existing customer relationships in assigned market areas.
- Partners with Relationship Managers in assigned territory to uncover and develop new business opportunities.
- Meets with business prospects and customers; listening to fully understand their needs, and delivering solutions in the form of bank products and services.
- Generates deposit and treasury services production to meet annual goals (to be assigned).
- Manages deposit and treasury services requests accordingly through the documentation and opening process.
- Establishes, grows, and manages portfolio of clients, primarily new and potentially some re-assigned from existing portfolios.
- Grows banking and treasury service skillsets to continue to support career progression.
- Regular and predictable attendance is an essential requirement of the position.
- Responsible for the completion of all compliance training related to the position.
- Must understand all applicable laws and regulations that apply to the position and comply with the requirements.
Performs all other duties as assigned.
EXPERIENCE/SKILLS
- One (1) to three (3) years banking experience preferred.
- Accounting or finance background preferred.
- Good PC skills--proficiency in Microsoft Word and Excel essential.
- Problem solving skills with attention to detail.
- Strong quantitative and analytical skills.
- Self-motivated; ability to work independently.
- Good written and verbal communication skills.
- High degree of attention to detail.
- Bilingual preferred
Bachelors Degree preferred.
TRAVEL REQUIREMENTS
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.
EQUIPMENT
MS Office PC, fax, phone and standard office equipment.
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- One to three years banking experience
- Accounting or finance background preferred
- Good PC skills, proficiency in Microsoft Word and Excel essential
- Problem solving skills with attention to detail
- Strong quantitative and analytical skills
- Self-motivated; ability to work independently
- Good written and verbal communication skills
- High degree of attention to detail
- Bilingual preferred
1st Source Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about 1st Source Bank and has not been reviewed or approved by 1st Source Bank.
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Healthcare Strength — Health insurance, prescription coverage, and full coverage for preventive care and certain screenings are described as available. Dental and vision coverage, telemedicine, maternity support programs, and tobacco cessation offerings add breadth to the health package.
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Retirement Support — A 401(k) plan is described as available with both Traditional and Roth savings options, alongside HSAs for eligible expenses. Life, accident, and disability protections are also described as part of the broader financial security offering.
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Wellbeing & Lifestyle Benefits — Wellness programs such as weight-loss support and other wellbeing initiatives are described as available, sometimes at no extra cost to eligible members. Financial wellness workshops and planning resources are also described as offered.
1st Source Bank Insights
What We Do
Founded in 1863 in South Bend, Indiana, 1st Source Bank has offered clients a convenient and friendly way to bank for over 155 years. At 1st Source, we listen to our clients, understand their needs and always keep their best interests in mind. 1st Source Bank remains the largest locally controlled financial institution headquartered in the northern Indiana-southwestern Michigan area. We operate banking centers across our region, boast 1st Source Bank Specialty Finance Group locations nationwide, as well as several Wealth Advisory Services locations and 1st Source Insurance offices. We deliver a comprehensive range of banking services along with highly personalized attention to our clients, both individuals and businesses. Our mission is to help our clients achieve security, build wealth and realize their dreams. Additionally, for over 155 years, 1st Source Bank has been giving back to our communities to actively help build good places to live, work and raise our families. This service to our community is one of our principal values and has defined who we are and how we do business. Member FDIC | Equal Housing Lender
