Treasury Services Sales Specialist

Fidelity Bank; Wichita (KS); On-site; USD 50,000 - 70,000; Full time

Job summary

Fidelity Bank in Wichita, Kansas, is seeking a candidate to assist with projects led by the Director of Treasury Management and Commercial Product Manager. Responsibilities include managing banking relationships and performing ongoing account reviews.

The ideal candidate should possess treasury product knowledge, excellent communication skills, and at least 5 years of banking experience. A bachelor's degree in a business-related field is preferred but can be waived for the right experience.

Qualifications

• 5+ years of banking/treasury experience.

Responsibilities

• Perform ongoing account reviews.
• Initiate account openings.
• Coordinate delivery of treasury contracts and schedule onsite treasury product training.
• Attend assigned sales calls.
• Provide updates on assigned special projects.
• Coordinate troubleshooting for customers and employees.

Skills

Knowledge of treasury products and business credit cards

Professional level verbal and written communication skills

Organizational and supervisory proficiency

Ability to work flexible and/or late hours

Education

Bachelor's degree in a business-related field

Job description

Job Overview

The candidate for this role will assist on projects as assigned by the Director of Treasury Management, Commercial Product Manager, Treasury Sales Team and Commercial Lenders. This role will manage full-service banking relationships with affluent customers of the bank.

Responsibilities

• Performing ongoing account reviews
• Initiating account openings
• Coordinating deliver of treasury contracts and scheduling onsite treasury product training
• Attending assigned sales calls
• Providing updates on assigned special projects
• Coordinating troubleshooting for customers and employees

Requirements

• Knowledge of treasury products and business credit cards
• Professional level verbal and written communication skills
• Organizational and supervisory proficiency
• Ability to work flexible and/or late hours

Preferred Qualifications

• Bachelor's degree in a business-related field (may be waived in lieu of experience)
• 5+ years of banking/treasury experience

EEO/Veterans/Disabled

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.