Treasury Management Inside Sales Officer

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; cross-selling additional services such as Treasury Management and identifying additional credit needs.  The incumbent will be part of a team that will include Treasury Management Officer and Relationship Manager.  Responsibilities include, but are not limited to the following:


* Conduct outbound calls and emails daily to engage with decision makers and key stakeholders in assigned companies


* Appropriately handle objections and improve 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 effectively, in particular, Treas Mgmt, deposit and credit needs


* Mentor and be a resource for other TM Inside Sales officers, in particular, for credit inquiries


* Utilize upselling tactics that ensure a great customer experience


* Articulate compelling value propositions to clients


* Collaborate with Treasury Management Officers and Relationship Managers to present comprehensive offerings to clients


* Utilize Salesforce tool to track and report on sales activities, customer interactions, and pipeline progress


* Meet and/or exceed established calling targets, portfolio growth and retention, and cross-sell 


* Manage a portfolio in excess of 400-500 clients to cross-sell Treasury Management and Credit products


* Manage a portfolio of prospects to continually outreach to source new business

Skills and 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 the financial services or banking industry


* Experience with  handling objections and negotiation


* Proven tenure of working with commercial lending customers 


* Strong understanding of commercial deposit products and treasury management services. 


* Strong knowledge of commercial lending products/offerings


* Demonstrated excellent communication and interpersonal skills to engage effectively with clients and internal teams


* Goal oriented mindset with a record of accomplishment of meeting and/or exceeding targets


* Familiarity with Salesforce or CRM tools


* Ability to manage through a changing business landscape, anticipating issues and aggressively drive initiatives to ensure results

Our goal is to offer our colleagues the most generous benefits package possible.

We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance.

Benefits include: Competitive compensation with performance incentive awards, Health Insurance,...