Deposit Sales & Support Specialist, Specialty Finance Group, South Bend, IN

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South Bend, IN, USA
In-Office
Financial Services
The Role
POSITION SUMMARY
Responsible for providing sales support and client service.  Provides sales support to SFG Deposit Sales Representatives and client support to SFG Deposit Clients.  Also, works closely with SFG Relationship Officers regarding SFG Deposit and Treasury Services matters.
 
ESSENTIAL REQUIREMENTS
Services SFG Deposit Client and SFG Relationship Officer inquiries and provides “private banking level” transaction service and communication.
 
Assists with implementation, training and follows up on cross selling opportunities. 
 
Originates and properly processes account/product set up documentation on a timely basis.
 
Fully supports the marketing efforts of SFG Deposit Sales Representatives.
 
Assists SFG Deposit Sales Representatives with tracking of referrals, status of prospect pipeline, status of implementation of treasury services products.
 
Prepares and makes recommendations to management on a regular basis to assist business clients.
 
Reviews and researches requests for management.
Regular and predictable attendance is an essential requirement of the position.
 
Completes all compliance and product training (including quarterly Treasury Services Department meetings and internal product training) related to the position.
 
Must understand all applicable laws and regulations that apply to the position and remain compliant with them.
 
NON-ESSENTIAL FUNCTIONS
Performs all other duties as assigned.
 
EXPERIENCE/SKILLS
  • Two (2) or more years banking experience preferred.
  • Prior treasury services experience preferred.
  • Proficient knowledge of business deposit accounts, certificates of deposit, money market accounts, wires, BBO, Remote Deposit, ACH, merchant card processing and corporate credit cards.
  • Able to occasionally work on weekends to support West Coast SFG activities or special projects.
  • Good PC skills--proficiency in Microsoft Word, Excel and PowerPoint.
  • High degree of self-motivation and ability to work independently.
  • Outstanding client interaction, sales and service skills.
  • Excellent written and verbal communication skills.
  • Strong time management and prioritization skills.
  • Able to work under time deadline pressures.
  • Ability to work in a high energy, fast paced and cross functional, team environment.
  • Ability to maintain high levels of confidentiality.
 
EDUCATION
Bachelor’s degree preferred.

TRAVEL REQUIREMENTS
Ability to travel for meetings, projects, training or seminars if needed.

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.
 
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.

EQUIPMENT
MS Office PC, fax, phone and standard office equipment.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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.

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.

  • 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.
  • 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.
  • 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

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The Company
HQ: South Bend, IN
1,000 Employees
Year Founded: 1863

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

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