Sales Associate - Treasury

Bankers Trust is committed to meaningful work and community engagement, and they are seeking a Sales Associate to support their Treasury Management Officers and clients. The role involves a range of administrative duties, including managing client correspondence, processing account requests, and ensuring high-quality customer service.ResponsibilitiesProvides Sales support to the Treasury Management Sales OfficersAssists clients with routine sales inquiries (answering questions on products, processes and procedures), research, investigations, wire transfers, etcAssists clients with service issues with little supervision from the Sales Officer/Commercial Lender, which may include in-person callsPrepares Sales Officer pre-call plan documentsNotifies Clients of ACH Overlimits and verifies totals and legitimacyProcesses and opens new accounts for customers as requested by the Sales Officers/Commercial LendersProcesses and opens Certificates of Deposits for customers and reviews and renegotiates existing Certificates of DepositsPrepares treasury product agreements, obtains legal documentation, and tracks/obtains missing agreements for audit purposesResponsible for the coordination, implementation, and tracking of all new product setups with Electronic Banking AnalystsMaintains/organizes specific 'Treasury' folder for each customer within share driveProcesses the daily overdraft report and notifies commercial customers and commercial lenders of these overdraftsReviews monthly account analysis statements for accuracy and facilitates changes to OperationsPrepares 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 AssociatesProcesses Cashier’s checks as needed for Commercial customersOther duties as assignedSkillsAbility to deal effectively with customers and all levels of the bank organizationHigh School diploma or GED preferredOne or more years customer service-oriented environment desiredTreasury Services product knowledge preferredOperations experience preferredBenefitsGroup Health, Dental, and Vision InsuranceGenerous Paid Time Off (PTO)Volunteer Time Off (VTO)401(k) plan with lucrative company matchTuition assistanceCompany Paid Life InsurancePaid Parental LeaveLifestyle 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 employeesCompany OverviewBankers Trust Company provides banking products and services to businesses and individuals in Iowa. It was founded in 1917, and is headquartered in Des Moines, Iowa, USA, with a workforce of 501-1000 employees. Its website is http://www.bankerstrust.com.



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