Deposit Sales Representative, Specialty Finance Group, South Bend, IN

Job Category:Finance - Specialty Requisition Number:DEPOS003391

Posting Details

- - Posted:October 17, 2024

• Full-Time

• Locations Showing 1 location South Bend Main Office 100 N Michigan St South Bend, IN 46601, USA

Job Details

Description

POSITION SUMMARY Responsible for soliciting, developing and establishing deposit and treasury services products to new and existing Specialty Finance Group (SFG) clients.

ESSENTIAL REQUIREMENTS

• 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.
• 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.

NON-ESSENTIAL FUNCTIONS Performs all other duties as assigned.

EXPERIENCE/SKILLS

• One (1) to three (3) years banking experience preferred.
• Accounting or finance background preferred.
• 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.
• Bilingual preferred

EDUCATION Bachelors Degree preferred. TRAVEL REQUIREMENTS Ability to travel as needed for meetings, projects, seminars, etc., as well as occasional overnight travel for conventions and seminars.

PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.Reasonable accommodations may be made to enable individuals to perform the essential functions.

While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds. EQUIPMENT MS Office PC, fax, phone and standard office equipment.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractors legal duty to furnish information. 41 CFR 60-1.35( )