Job Summary
Under the support of the Director-Treasury Management you will support the sales process with activities translating to business development, relationship retention and revenue growth.
Essential Functions
Employees must be able to perform the essential functions of this position satisfactorily or make a request for reasonable accommodations as needed.
Planning/Prospecting (Under the direction of the Treasury Management team)
- Conduct research on customers and prospects to prepare for meetings.
- Develop pricing scenarios for potential offerings.
- Attend meetings with Relationship Managers as support for the Treasury Management Team.
- Participate in joint sales calls alongside the Treasury Management Team.
- Gather information to prepare comprehensive relationship reviews.
- Create sales materials, including proposals, schematics, pricing sheets, pitch books, economic models, and presentations.
- Ensure timely follow-up on all sales calls to foster client engagement.
Portfolio Growth
- Identify and pursue new opportunities within the existing portfolio.
- Directly engage with current customers to uncover additional needs without the Treasury Management Team.
- Collaborate with the Treasury Management Team to review new business opportunities.
- Actively generate inside sales leads through relationship building.
Implementation
- Assist in onboarding new customers and ensure a smooth implementation of Treasury products and services.
- Oversee the implementation process and escalate any issues to the Treasury Management Team as necessary.
- Demonstrate Online Banking and other Treasury modules to clients and prospects.
- Collaborate with the Account Opening Specialist to gather necessary documentation for account setups.
- Complete required legal documentation for customers as needed.
- Validate billing processes post-implementation to ensure accuracy.
- Maintain a strong knowledge of Treasury products and services.
- Maintain proficiencies with systems to access customer information.
- Ask insightful questions to understand customer concerns and provide effective solutions.
- Escalate service issues appropriately and support communication during significant customer-impact events.
Team Engagement
- Assist in managing opportunity tracking and bookings within Salesforce to maintain accurate records.
- Participate in initiatives aimed at improving customer experience and enhancing product offerings.
- Provide backup support for the Treasury Management Team and other Sales Associates as needed.
Portfolio and Risk Management
- Proactively manage the portfolio while effectively balancing risk.
- Ensure compliance with all bank policies and procedures.
- Maintain accuracy in all documentation and system entries to uphold data integrity.
Education & Experience
- Associate degree or 3 – 5 years industry experience
- General Banking industry knowledge
- Working knowledge of sales cycle – prospecting through closing
- Understanding of business acumen & written skills
- Collaborative, interpersonal skills
- Strong organization skills, ability to multi-task, detail oriented
- Ability to maintain confidentiality and comply with bank policies and procedures.
We offer the opportunity for career growth and development in a professional and pleasant work environment. We offer a competitive salary and exceptional benefits package including:
- Health Insurance – Dacotah Bank pays 100% of the premium for individual or family coverage
- Dental Insurance – Dacotah Bank pays 100% of the premium for individual or family coverage
- Generous paid vacation and sick time + 11 paid Holidays
- 401(K) – dollar for dollar match up to 3% of compensation + annual retirement contribution eligibility
- Annual wellness reimbursement program
- Annual Dacotah Gear allowance
- Birthday day off
- Additional perks and benefits
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
- Associate degree or 3–5 years of industry experience
- General banking industry knowledge
- Working knowledge of the sales cycle from prospecting through closing
- Business acumen and strong written communication skills
- Collaborative and interpersonal skills
- Strong organizational skills and ability to multitask
- Detail-oriented work style
- Ability to maintain confidentiality and comply with bank policies and procedures
- Advanced multitasking skills
- Advanced business ethics
- Advanced communication skills
- Expert ability to maintain confidentiality
- Associate degree or better
- Business sales or finance experience
What We Do
As a state-chartered bank, Dacotah Bank provides banking, insurance, mortgage, and trust services to customers who enjoy existing financial relationships with us. We also market these services to prospective customers residing in or doing business from our defined trade area. Dacotah Bank's trade area includes all of North Dakota; all of South Dakota; the following counties in western Minnesota: Becker, Big Stone, Chippewa, Clay, Clearwater, Cottonwood, Douglas, Grant, Jackson, Kandiyohi, Kittson, Lac qui Parle, Lincoln, Lyon, Mahnomen, Marshall, Murray, Nobles, Norman, Otter Tail, Pennington, Pipestone, Polk, Pope, Red Lake, Redwood, Renville, Rock, Stevens, Swift, Traverse, Wilkin and Yellow Medicine; the following counties in Iowa: Lyon and Osceola; and the counties in Montana, Wyoming and Nebraska that are adjacent to North Dakota and South Dakota. On November 10, 2004, employees, stockholders, and customers observed the 40th Anniversary of Dacotah Banks, Inc. (DBI). That same year, the Aberdeen-based bank holding company, owner of a family of community banks and insurance agencies, passed the $1 billion assets mark. Today, the company's banking assets exceed $2 billion. With locations in dozens of hometowns in North Dakota, South Dakota, and Minnesota, the firm employs over 500 employees and serves over 60,000 customers, Dacotah Bank is also one of America’s largest lenders to agriculture and consistently ranks in the top 20.
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