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 OfficersAssists 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 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 assigned
Education and/or Experience:
High School diploma or GED preferredOne or more years customer service-oriented environment desiredTreasury Services product knowledge preferredOperations 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: $23.50 - 27.50 per hours (Annualized at 40 hours per week: $48,88 - 57,200.)
Benefits
Group 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 employees
Remote Work Eligibility: Position may be eligible for a hybrid remote work schedule (requiring some days in the office each week).
AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER
"PROTECTED VETERANS" AND "INDIVIDUAL WITH DISABILITY"
PI260416776
