Bankers Trust Company
There are important qualities you look for in an employer meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At Bankers Trust, our team members experience an inclusive and community-focused culture and we're proud of the premier workplace we've created. We regularly receive best in class results through our biennial employee engagement survey. We're also proud to receive recognition from others, including our designation as a "Best Place for Working Parents®," being a four-time recipient of the Greater Des Moines Partnership's Inclusion Award, and being named one of the "Best Businesses Supporting Local Charity" by readers of the Business Record.
Job Summary: The Sales Associate position provides daily support to the Treasury Management Officers & Treasury clients. This position will perform a wide range of administrative duties and responsibilities to support the Treasury Management functions while also working as a liaison between the client and internal bank operations teams. This position assists and manages correspondences, reports, creates documentation, and assists with identifying and resolving client issues. This position will also ensure all required tasks associated with the relationship are accomplished in a timely, high quality, customer service manner.
Primary Functions and/or 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
Education and/or Experience:
High School diploma or GED preferred
One or more years customer service-oriented environment desired
Treasury Services product knowledge preferred
Operations experience preferred
Specific Skills, Knowledge & Abilities:
Ability to deal effectively with customers and all levels of the bank organization
Hiring Salary Range The hiring range below reflects
targeted
base salary. Actual compensation will be determined based on the candidate's prior related experience & education and will be finalized at the time of offer. In addition to base salary, most positions are also eligible to participate in our annual bonus program. Select positions may also be eligible to earn incentives and/or commissions.
Hiring Salary Range: $24.00 28.00 per hours (Annualized at 40 hours per week: $49,734 58,510.)
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
Remote Work Eligibility: Position may be eligible for a hybrid remote work schedule (requiring some days in the office each week).
EQUAL OPPORTUNITY EMPLOYER PROTECTED VETERANS AND INDIVIDUAL WITH DISABILITY
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Job Summary: The Sales Associate position provides daily support to the Treasury Management Officers & Treasury clients. This position will perform a wide range of administrative duties and responsibilities to support the Treasury Management functions while also working as a liaison between the client and internal bank operations teams. This position assists and manages correspondences, reports, creates documentation, and assists with identifying and resolving client issues. This position will also ensure all required tasks associated with the relationship are accomplished in a timely, high quality, customer service manner.
Primary Functions and/or 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
Education and/or Experience:
High School diploma or GED preferred
One or more years customer service-oriented environment desired
Treasury Services product knowledge preferred
Operations experience preferred
Specific Skills, Knowledge & Abilities:
Ability to deal effectively with customers and all levels of the bank organization
Hiring Salary Range The hiring range below reflects
targeted
base salary. Actual compensation will be determined based on the candidate's prior related experience & education and will be finalized at the time of offer. In addition to base salary, most positions are also eligible to participate in our annual bonus program. Select positions may also be eligible to earn incentives and/or commissions.
Hiring Salary Range: $24.00 28.00 per hours (Annualized at 40 hours per week: $49,734 58,510.)
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
Remote Work Eligibility: Position may be eligible for a hybrid remote work schedule (requiring some days in the office each week).
EQUAL OPPORTUNITY EMPLOYER PROTECTED VETERANS AND INDIVIDUAL WITH DISABILITY
#J-18808-Ljbffr