In order to be considered for this position you must apply online at: https://www.isabellabank.com/about-us/careers.html
Senior Treasury Sales
Position Title: Senior Treasury Sales Rep
Reports To: VP of Deposit Administration
General Purpose: Prospecting for new customer relationships and expanding services to existing customers
Responsibilities:
- Calling on municipal and business leaders to develop new and expand existing relationships
- Meet or exceed assigned individual sales/revenue goals
- Work closely with Loan Officers and Branch Managers to understand the client's business environment, strategies, and industry to determine their requirements, identify potential new business opportunities and offer solutions
- Participate in client calls with Loan Officers and Branch Managers, including in person calls
- Identify sales opportunities through reviewing account analysis statements and marketing lists to meet or exceed sales goals. Use information to prepare and execute sales plans
- Work with Treasury Team to on-board customers; from sales calls to product installation and end user training
- Meet regularly with existing customers to expand existing business relationships by cross- selling additional treasury management and other bank products and services
- Represent Isabella Bank in community activities
- All other assigned duties
Education/Experience
- Bachelor's Degree
- 5 to 7 years sales and customer service experience
- Experience with Treasury Management products and services preferred
Skills
- Ability to deliver effective information to senior management teams
- Ability to demonstrate the value of treasury products to an organization
- Must be well organized and pay extreme attention to detail
- Ability to balance multiple prospects at varying stages of development
Isabella Bank is an AA/EEO employer.
