Position Title: Treasury Sales Specialist

Reports To: AVP Director of Treasury Management

General Purpose: The Treasury Sales Specialist will promote, and onboard business banking customers

Responsibilities:

• Identify and recruit new customers to the bank
• Promote treasury products and services to current or new customers.
• Work with internal staff to promote and educate on treasury products and services
• Review customer activity and provide solutions to customers
  • Analyze the financial operations of various businesses entities
  • Identify areas where technology may improve efficiency or decrease costs
  • Deliver recommendations in appropriate format for customers
• Obtain and complete necessary contracts/documentation required for treasury products
• Train customers in appropriate use of treasury products
• Representing Isabella Bank in community activities
• All other assigned duties

Education/Experience

• Associate’s degree in business or two years similar or related work experience required
• Three to five years of banking experience preferred
• Prior sales experience preferred

Knowledge of business organizational structures Skills

• Ability to understand the capabilities of treasury products and the value they can bring to a business
• Ability to communicate effectively with people serving in a wide range of roles
• Self-motivated
• Strong customer service skills
• Strong computer skills
• Strong organizational skills and ability to multi-task

Isabella Bank is an AA/EEO employer