Job Description - Deposit Sales Representative, Specialty Finance Group, South Bend, IN (Eastern Territory)
POSITION SUMMARY Responsible for soliciting, developing and establishing deposit and treasury services products to new and existing Specialty Finance Group (SFG) clients.
ESSENTIAL REQUIREMENTS
Responsible for actively soliciting and developing new and existing customer relationships in assigned market areas.
Partners with Relationship Managers in assigned territory to uncover and develop new business opportunities.
Meets with business prospects and customers; listening to fully understand their needs, and delivering solutions in the form of bank products and services.
Generates deposit and treasury services production to meet annual goals (to be assigned).
Manages deposit and treasury services requests accordingly through the documentation and opening process.
Establishes, grows, and manages portfolio of clients, primarily new and potentially some re-assigned from existing portfolios.
Grows banking and treasury service skillsets to continue to support career progression.
Regular and predictable attendance is an essential requirement of the position.
Responsible for the completion of all compliance training related to the position.
Must understand all applicable laws and regulations that apply to the position and comply with the requirements.
NON-ESSENTIAL FUNCTIONS Performs all other duties as assigned.
EXPERIENCE/SKILLS
One (1) to three (3) years banking experience preferred.
Accounting or finance background preferred.
Good PC skills--proficiency in Microsoft Word and Excel essential.
Problem solving skills with attention to detail.
Strong quantitative and analytical skills.
Self-motivated; ability to work independently.
Good written and verbal communication skills.
High degree of attention to detail.
Bilingual preferred
EDUCATION Bachelors Degree preferred.
TRAVEL REQUIREMENTS
Extensive national travel for new and existing client calls/conventions. Ability to travel overnight, as needed for meetings, projects, seminars, etc.
PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
EQUIPMENT MS Office PC, fax, phone and standard office equipment.
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