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Bankers Trust · 1 day ago

Sales Associate - Treasury

Des Moines, IA, US

Full-time

Hybrid

Entry Level

$24/hr - $28/hr

1+ years exp

Bankers Trust is a community-focused financial institution that emphasizes meaningful work and employee development. The Sales Associate position provides essential support to Treasury Management Officers and clients, handling administrative duties and ensuring high-quality customer service in managing treasury functions.

BankingFinancial ServicesWealth Management

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

Qualification

Customer serviceTreasury Services knowledgeOperations experienceCommunication skillsOrganizational skills

Required

Ability to deal effectively with customers and all levels of the bank organization

Preferred

High School diploma or GED preferred

One or more years customer service-oriented environment desired

Treasury Services product knowledge preferred

Operations experience preferred

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.

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