Rockland Trust
Treasury Management Inside Sales Officer
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Treasury Management Inside Sales Officer
role at
Rockland Trust .
The Treasury Management Inside Sales Officer is tasked with outbound calling to existing customers and prospects for the purpose of growing and retaining deposits, servicing clients to retain revenue, and cross‑selling additional services such as Treasury Management and identifying additional credit needs.
Responsibilities
Conduct outbound calls and emails daily to engage with decision makers and key stakeholders in assigned companies.
Handle objections effectively and improve the banking experience.
Prospect and identify potential business clients for commercial deposit, Treasury, and credit services.
Develop a deep understanding of clients’ financial needs and pain points to tailor solutions, especially Treasury Management, deposit, and credit products.
Mentor and serve as a resource for other Inside Sales officers, particularly for credit inquiries.
Utilize upselling tactics to ensure a great customer experience.
Articulate compelling value propositions to clients.
Collaborate with Treasury Management Officers and Relationship Managers to present comprehensive offerings.
Use Salesforce to track and report on sales activities, customer interactions, and pipeline progress.
Meet or exceed established calling targets, portfolio growth and retention, and cross‑sell goals.
Manage a portfolio of 400–500 clients to cross‑sell Treasury Management and Credit products.
Continually outreach prospects to source new business.
Qualifications
Bachelor's degree in a related field (highly preferred).
Retail or call center experience (highly preferred).
Proven inside‑sales and/or problem‑solving experience, preferably in financial services or banking.
Experience handling objections and negotiating with clients.
Proven experience working with commercial lending customers.
Strong understanding of commercial deposit products and Treasury Management services.
Strong knowledge of commercial lending products and offerings.
Excellent communication and interpersonal skills to engage effectively with clients and internal teams.
Goal‑oriented mindset with a track record of meeting and exceeding targets.
Familiarity with Salesforce or other CRM tools.
Ability to manage through a changing business landscape, anticipating issues and driving initiatives to ensure results.
Benefits Competitive compensation with performance incentive awards; Health, Dental, and Vision insurance; 401(k) with company match; Life and LTD insurance; Paid vacation; Day‑care reimbursement; Tuition assistance for graduate and undergraduate programs; Wellness program and more.
Equal Opportunity Employer Rockland Trust is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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Treasury Management Inside Sales Officer
role at
Rockland Trust .
The Treasury Management Inside Sales Officer is tasked with outbound calling to existing customers and prospects for the purpose of growing and retaining deposits, servicing clients to retain revenue, and cross‑selling additional services such as Treasury Management and identifying additional credit needs.
Responsibilities
Conduct outbound calls and emails daily to engage with decision makers and key stakeholders in assigned companies.
Handle objections effectively and improve the banking experience.
Prospect and identify potential business clients for commercial deposit, Treasury, and credit services.
Develop a deep understanding of clients’ financial needs and pain points to tailor solutions, especially Treasury Management, deposit, and credit products.
Mentor and serve as a resource for other Inside Sales officers, particularly for credit inquiries.
Utilize upselling tactics to ensure a great customer experience.
Articulate compelling value propositions to clients.
Collaborate with Treasury Management Officers and Relationship Managers to present comprehensive offerings.
Use Salesforce to track and report on sales activities, customer interactions, and pipeline progress.
Meet or exceed established calling targets, portfolio growth and retention, and cross‑sell goals.
Manage a portfolio of 400–500 clients to cross‑sell Treasury Management and Credit products.
Continually outreach prospects to source new business.
Qualifications
Bachelor's degree in a related field (highly preferred).
Retail or call center experience (highly preferred).
Proven inside‑sales and/or problem‑solving experience, preferably in financial services or banking.
Experience handling objections and negotiating with clients.
Proven experience working with commercial lending customers.
Strong understanding of commercial deposit products and Treasury Management services.
Strong knowledge of commercial lending products and offerings.
Excellent communication and interpersonal skills to engage effectively with clients and internal teams.
Goal‑oriented mindset with a track record of meeting and exceeding targets.
Familiarity with Salesforce or other CRM tools.
Ability to manage through a changing business landscape, anticipating issues and driving initiatives to ensure results.
Benefits Competitive compensation with performance incentive awards; Health, Dental, and Vision insurance; 401(k) with company match; Life and LTD insurance; Paid vacation; Day‑care reimbursement; Tuition assistance for graduate and undergraduate programs; Wellness program and more.
Equal Opportunity Employer Rockland Trust is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
#J-18808-Ljbffr