Treasury Sales Associate

DACOTAH BANK; Aberdeen (SD); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health Insurance – Dacotah Bank pays

Dental Insurance – Dacotah Bank pays

Generous vacation and sick time + 11

401(K) – match up to 3% + retirement

Job summary

Dacotah Bank in Aberdeen, SD is seeking a proactive Treasury Management Sales Associate to support the sales process, assist onboarding, and help implement Treasury products and services. You will collaborate with Relationship Managers and the Treasury Management Team to generate opportunities and ensure client satisfaction.

The role emphasizes relationship building, accuracy in documentation, and adherence to bank policies, with opportunities for professional growth and competitive benefits.

Qualifications

• Associate degree or 3–5 years industry experience.
• General Banking industry knowledge.
• Working knowledge of sales cycle – prospecting through closing.
• Understanding of business acumen & written skills.

Responsibilities

• Support planning/prospecting for Treasury Management with meetings and materials.
• Assist in onboarding new customers and implement Treasury products.
• Maintain opportunity tracking and bookings in Salesforce.
• Ensure compliance with bank policies and data integrity.

Skills

Multitasking

Business Ethics

Communication

Maintain Confidentiality

Education

Associates or better in Business Finance

Tools

Salesforce

Job description

Job SummaryUnder the support of the Director-Treasury Management you will support the sales process with activities translating to business development, relationship retention and revenue growth.

Essential FunctionsEmployees must be able to perform the essential functions of this position satisfactorily or make a request for reasonable accommodations as needed.

Planning/Prospecting (Under the direction of the Treasury Management team)

• Conduct research on customers and prospects to prepare for meetings.
• Attend meetings with Relationship Managers as support for the Treasury Management Team.
• Participate in joint sales calls alongside the Treasury Management Team.
• Gather information to prepare comprehensive relationship reviews.
• Create sales materials, including proposals, schematics, pricing sheets, pitch books, economic models, and presentations.
• Ensure timely follow-up on all sales calls to foster client engagement.
• Identify and pursue new opportunities within the existing portfolio.
• Directly engage with current customers to uncover additional needs without the Treasury Management Team.
• Collaborate with the Treasury Management Team to review new business opportunities.
• Actively generate inside sales leads through relationship building.

Implementation

• Assist in onboarding new customers and ensure a smooth implementation of Treasury products and services.
• Oversee the implementation process and elevate any issues to the Treasury Management Team as necessary.
• Demonstrate Online Banking and other Treasury modules to clients and prospects.
• Collaborate with the Account Opening Specialist to gather necessary documentation for account setups.
• Complete required legal documentation for customers as needed.
• Validate billing processes post-implementation to ensure accuracy.
• Maintain a strong knowledge of Treasury products and services.
• Maintain proficiencies with systems to access customer information.
• Ask insightful questions to understand customer concerns and provide effective solutions.
• Escalate service issues appropriately and support communication during significant customer-impact events.

Team Engagement

• Assist in managing opportunity tracking and bookings within Salesforce to maintain accurate records.
• Participate in initiatives aimed at improving customer experience and enhancing product offerings.
• Provide backup support for the Treasury Management Team and other Sales Associates as needed.

Portfolio and Risk Management

• Proactively manage the portfolio while effectively balancing risk.
• Ensure compliance with all bank policies and procedures.
• Maintain accuracy in all documentation and system entries to uphold data integrity.

Education & Experience

• Associate degree or 3 – 5 years industry experience
• General Banking industry knowledge
• Working knowledge of sales cycle – prospecting through closing
• Understanding of business acumen & written skills
• Collaborative, interpersonal skills
• Strong organization skills, ability to multi-task, detail oriented
• Ability to maintain confidentiality and comply with bank policies and procedures.

We offer the opportunity for career growth and development in a professional and pleasant work environment. We offer a competitive salary and exceptional benefits package including:

• Health Insurance – Dacotah Bank pays 100% of the premium for individual or family coverage
• Dental Insurance – Dacotah Bank pays 100% of the premium for individual or family coverage
• Generous paid vacation and sick time + 11 paid Holidays
• 401(K) – dollar for dollar match up to 3% of compensation + annual retirement contribution eligibility
• Annual wellness reimbursement program
• Birthday day off
• Additional perks and benefits

Qualifications

Skills

Required

Multitasking Advanced

Business Ethics Advanced

Communication Advanced

Maintain Confidentiality Expert

Behaviors

Required

Team Player : Works well as a member of a group

Innovative : Consistently introduces new ideas and demonstrates original thinking

Detail Oriented : Capable of carrying out a given task with all details necessary to get the task done well

Dedicated : Devoted to a task or purpose with loyalty or integrity

Motivations

Required

Self-Starter : Inspired to perform without outside help

Ability to Make an Impact : Inspired to perform well by the ability to contribute to the success of a project or the organization

Education

Required

Associates or better in Business Finance or related field.

Experience

Required

3-5 years: Business Sales/Finance

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.