Sales Associate - Treasury

Bankers Trust is committed to meaningful work and community engagement, and they are seeking a Sales Associate to support their Treasury Management Officers and clients. The role involves a range of administrative duties, including managing client correspondence, processing account requests, and ensuring high-quality customer service.

Responsibilities

• Provides Sales support to the Treasury Management Sales Officers
• Assists clients with routine sales inquiries (answering questions on products, processes and procedures), research, investigations, wire transfers, etc
• Assists clients with service issues with little supervision from the Sales Officer/Commercial Lender, which may include in-person calls
• Prepares Sales Officer pre-call plan documents
• Notifies Clients of ACH Overlimits and verifies totals and legitimacy
• Processes and opens new accounts for customers as requested by the Sales Officers/Commercial Lenders
• Processes and opens Certificates of Deposits for customers and reviews and renegotiates existing Certificates of Deposits
• Prepares treasury product agreements, obtains legal documentation, and tracks/obtains missing agreements for audit purposes
• Responsible for the coordination, implementation, and tracking of all new product setups with Electronic Banking Analysts
• Maintains/organizes specific 'Treasury' folder for each customer within share drive
• Processes the daily overdraft report and notifies commercial customers and commercial lenders of these overdrafts
• Reviews monthly account analysis statements for accuracy and facilitates changes to Operations
• Prepares account maintenance, waives service charges, etc. for products and services sold by Officers by using the ACT system (General Ledger & Deposit Ticket System)
• Backs up other Sales Associates
• Processes Cashier’s checks as needed for Commercial customers
• Other duties as assigned

Skills

• Ability to deal effectively with customers and all levels of the bank organization
• High School diploma or GED preferred
• One or more years customer service-oriented environment desired
• Treasury Services product knowledge preferred
• Operations experience preferred

Benefits

• Group Health, Dental, and Vision Insurance
• Generous Paid Time Off (PTO)
• Volunteer Time Off (VTO)
• 401(k) plan with lucrative company match
• Tuition assistance
• Company Paid Life Insurance
• Paid Parental Leave
• Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.
• Team Member Banking - a suite of products and services with special benefits for employees

Company Overview