Treasury Management Sales Officer, Cleveland

Dollar Bank

$85K — $96K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • High School Diploma/GED required; Bachelor's degree preferred.
  • Three years of sales experience in banking, focusing on Treasury Management products.
  • Proven track record in sales, particularly in self-sourcing new client relationships.
  • Strong oral and written communication skills.
  • Ability to work independently and demonstrate good judgment.
  • Client-focused with the capability to uncover and meet client needs.
  • Proficient in MS Office and knowledgeable in banking systems and operations.

Responsibilities

  • Self-source and develop new client relationships through networking and outreach.
  • Manage internal partnerships to sell treasury management services to borrowing clients.
  • Act as a resource for inquiries regarding treasury management services.
  • Cultivate relationships with referral sources aligned with the bank's philosophy.
  • Serve as a liaison for Treasury Management and other divisions regarding training and product development.
  • Address and resolve client inquiries with support from the Treasury Management Team.
  • Lead meetings and project assignments effectively.

Benefits

  • Comprehensive medical, dental, and vision insurance.
  • 401(k) plan with immediate vesting.
  • Tuition reimbursement to support ongoing education.
  • Gym membership reimbursement to promote wellness.
Full Job Description
Job Description

Education and Experience Requirements:
• High School Diploma/GED required. Bachelor's degree preferred.
• Three (3) years of sales experience in banking with demonstrated working knowledge of Treasury Management products.
• Must have a proven track record in sales, ideally within treasury management or financial services, with experience in self-sourcing new relationships.
• Must have strong communication skills, both oral and written
• Ability to work independently and exercise good judgment.
• Ability to focus on the client/prospect; uncover and meet underlying needs, follow through on questions, requests and concerns; approaches each interaction as an opportunity.
• Proficient in MS Office.
• Knowledge of banking systems and branch operations.
• A valid driver's license and access to a reliable vehicle.

Essential Functions:
• Self-source and cultivate new client relationships through networking, referrals, and outreach.
• Develop and manage internal partnerships with internal customers: Corporate Banking, Commercial Real Estate, Private Banking and Business Banking to assist them with calling efforts and sell treasury management services to borrowing clients of the Bank.
• Act as a reference for internal/partner inquiries about the Bank's treasury management services without reliance on Product Management for information.
• Cultivate and develop relationships with referral sources regarding Dollar Bank's philosophy and our team approach to relationship building.
• Act as a liaison for the various assets divisions and Treasury Management Product for training and new product development needs.
• Respond to and resolve client inquiries and issues with the help of the Treasury Management Team.
• Ability to effectively lead a meeting and/or project assignment.

Compensation: $85,000 - $96,200

Benefits Information

Full-time employees are eligible for a comprehensive benefits package including medical, dental, vision, 401(k) with immediate vesting, tuition reimbursement, and gym membership reimbursement.
Part-time employees qualify for 401(k) with immediate vesting, tuition reimbursement, and gym reimbursement.

For more information, please visit http://www.dollar.bank/company/careers/benefits.

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