Treasury Management-Sales Support
Merrillville, IN - USA
Job Summary
Recognizing and valuing diversity strengthens our ability to attract retain and engage associates and reinforces our relationship within our communities. Our associates are the most valuable asset we have. The collective sum of the individual differences life experiences knowledge and talent that our associates invest in their work represents a significant part of not only our culture but our reputation and companys achievement as well.
A Centier Associate is someone who embodies a servant heart is unaccepting of anything less than remarkable service and is self-motivated and driven to deliver exceptional results.
What are our values Our Corporate values are Caring Loyalty Integrity Friendship wouldnt want to work for an AWARD-WINNING companythats built on these pillars
What about the perks Access to our Marathon Health Clinics which provide FREE visits & prescriptions Generous Paid Time Off benefit Tuition Reimbursement 401K match Associate Stock Ownership Plan Daycare Reimbursement FREE Onsite Fitness Center/Fitness Reimbursements Health and Wellness Programs the ability to have a voice with our Diversity/Equity/Inclusion Council Career Growth Work/Life Balance AND MORE.
Supervisory Responsibilities: None
Summary: The Treasury Management Analyst works with clients and Centier Associates as a vital member of the sales team to coordinate Treasury Management sales opportunities implementations and account maintenance. Additionally the TM Analyst may work with small business referrals to qualify advance propose and implement TM services.
Essential Duties and Responsibilities:
Attend sales calls upon request from other Commercial and Treasury Management Associates.
Work closely with clients Treasury Management Officers Commercial Business and Retail Bankers and our internal departments to complete the set-up of Treasury Management products and services. This includes but not limited to the pre-implementation implementation and post-implementation of new client set-ups revisions or deletions to products and services.
Monitor the status of active implementations to ensure setups are completed on time and accurately in accordance with client expectations.
Maintain a high level of communication with clients and internal partners during the sales and implementation process.
Review and study competitor bank statements to prepare sales presentations and to properly identify the Treasury Management solution(s) for the situation.
Assist in preparing Treasury Management pricing/profitability models proposals RFP and presentations.
Communicate with customers by phone or email to effectively resolve questions problems or follow up regarding the implementation of Treasury Management services such as Business Banking Online Remote Deposit Capture ACH Services Positive Pay Lockbox Operations Zero Balance Sweeps Investment Sweeps and Line of Credit Sweeps.
Conduct annual risk-related reviews on customers utilizing Remote Deposit Capture and ACH services.
Knowledge Skills and Abilities:
Computer skills: Microsoft Office
Excellent verbal and written communication skills
Customer service experience
Ability to work well with others in a team environment
Multi-task and work independently
Detail and results oriented
Able to prioritize and change direction quickly based on sense of urgency
Travel as needed
Minimum Qualifications:
Bachelors degree or equivalent experience in TM
2 years of banking experience; Treasury Management and/or payment technology sales.
Customer service experience is required; previous banking experience in sales preferred
Must be detail oriented well-organized and can work independently and consistently
What do I do now
- Apply with us!
- Refer this opening to others!
Disability Accommodation Statement
Centier Bank is an Equal Employment Opportunity/Affirmative Action employer and is committed to providing reasonable accommodations to individuals with disabilities in the employment application process. If you need an accommodation due to a disability to use our online system to apply for a position at Centier Bank please call us at or send us an email at .
Equal Opportunity Employer/Disability/Veteran
Centier Bankis proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race color gender national origin religion age disability sexual orientation gender identity military status veteran status or any other legally protected status.
About Company
Welcome to Centier Bank, a family-owned Indiana bank offering friendly service and a personal touch. For more information on checking, savings, mortgages, and credit card products & services, contact us today.