Position Title: Treasury Sales Specialist
Reports To: AVP Director of Treasury Management
General Purpose: The Treasury Sales Specialist will promote, and onboard business banking customers
Responsibilities:
- Identify and recruit new customers to the bank
- Promote treasury products and services to current or new customers.
- Work with internal staff to promote and educate on treasury products and services
- Review customer activity and provide solutions to customers
- Analyze the financial operations of various businesses entities
- Identify areas where technology may improve efficiency or decrease costs
- Deliver recommendations in appropriate format for customers
- Obtain and complete necessary contracts/documentation required for treasury products
- Train customers in appropriate use of treasury products
- Representing Isabella Bank in community activities
- All other assigned duties
Education/Experience
- Associate’s degree in business or two years similar or related work experience required
- Three to five years of banking experience preferred
- Prior sales experience preferred
Knowledge of business organizational structures Skills
- Ability to understand the capabilities of treasury products and the value they can bring to a business
- Ability to communicate effectively with people serving in a wide range of roles
- Self-motivated
- Strong customer service skills
- Strong computer skills
- Strong organizational skills and ability to multi-task
Isabella Bank is an AA/EEO employer
Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThis 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.
What We Do
Isabella Bank Corporation is a financial services holding company offering a wide array of financial products and services in mid-Michigan. Its banking subsidiary, Isabella Bank, offers banking services through 31 locations, 24-hour banking services locally and nationally through shared automatic teller machines, online banking, and direct deposits to businesses, institutions, and individuals. Lending services offered include commercial real estate loans and lines of credit, agricultural loans, residential real estate loans, consumer loans, and credit cards. Deposit services include interest and noninterest bearing checking accounts, savings accounts, money market accounts, and certificates of deposit. Other related financial products include trust services, safe deposit box rentals, credit life insurance, and brokerage products through Raymond James Financial Services. Active competition, principally from other commercial banks, savings banks and credit unions, exists in all of the Bank’s principal markets. The Corporation’s results of operations can be significantly affected by changes in interest rates or changes in the local economic environment.
