1st Source Bank · 1 day ago
Deposit Sales Representative, Specialty Finance Group, South Bend, IN
South Bend, IN
Full-time
Onsite
Entry Level
1+ years exp1st Source Bank is seeking a Deposit Sales Representative for their Specialty Finance Group. The role involves soliciting and developing deposit and treasury services products for new and existing clients, while managing a portfolio and ensuring compliance with banking regulations.
BankingFinanceFinancial Services
Responsibilities
Responsible for actively soliciting and developing new and existing customer relationships in assigned market areas
Partners with Relationship Managers in assigned territory to uncover and develop new business opportunities
Meets with business prospects and customers; listening to fully understand their needs, and delivering solutions in the form of bank products and services
Generates deposit and treasury services production to meet annual goals (to be assigned)
Manages deposit and treasury services requests accordingly through the documentation and opening process
Establishes, grows, and manages portfolio of clients, primarily new and potentially some re-assigned from existing portfolios
Grows banking and treasury service skillsets to continue to support career progression
Regular and predictable attendance is an essential requirement of the position
Responsible for the completion of all compliance training related to the position
Must understand all applicable laws and regulations that apply to the position and comply with the requirements
Performs all other duties as assigned
Qualification
Required
Responsible for actively soliciting and developing new and existing customer relationships in assigned market areas
Partners with Relationship Managers in assigned territory to uncover and develop new business opportunities
Meets with business prospects and customers; listening to fully understand their needs, and delivering solutions in the form of bank products and services
Generates deposit and treasury services production to meet annual goals (to be assigned)
Manages deposit and treasury services requests accordingly through the documentation and opening process
Establishes, grows, and manages portfolio of clients, primarily new and potentially some re-assigned from existing portfolios
Grows banking and treasury service skillsets to continue to support career progression
Regular and predictable attendance is an essential requirement of the position
Responsible for the completion of all compliance training related to the position
Must understand all applicable laws and regulations that apply to the position and comply with the requirements
Good PC skills--proficiency in Microsoft Word and Excel essential
Problem solving skills with attention to detail
Strong quantitative and analytical skills
Self-motivated; ability to work independently
Good written and verbal communication skills
High degree of attention to detail
Extensive national travel for new and existing client calls/conventions. Ability to travel overnight, as needed for meetings, projects, seminars, etc
Preferred
One (1) to three (3) years banking experience preferred
Accounting or finance background preferred
Bilingual preferred
Bachelors Degree preferred
Company
1st Source Bank
1st Source has offered clients a convenient and friendly way to bank for over 150 years.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Andrea Short
President
Recent News
MarketScreener
2025-12-18
Inside INdiana Business
2025-11-22
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