Senior Specialist, Treasury Services Sales, South Bend, IN
6 months ago
Responsible for the sales activity of the Treasury Services Department, including the assistance with new services, the development of marketing programs, and the servicing of existing clients. Responsible for meeting sales goals of assigned region(s).
ESSENTIAL REQUIREMENTS Calls on prospective or existing clients to develop new business, expand existing business relationships, maintain good client relationships, and ensure proper servicing of accounts. Prepares Treasury Services proposals and makes recommendations to assist business clients with monitoring and protecting cash flows. Responds to Requests For Proposal (RFP). Participates in Relationship Reviews. Leads regional initiatives and makes recommendations for Treasury reviews. Follows up with existing clients to ensure good service and cross-sell additional services. Reacts for fraud occurrences on business accounts. Implements and maintains Treasury Services to fully meet the needs of existing and potential customers. Prepares, delivers and reviews Treasury Services documents with clients. Reviews returned Treasury Services documents to ensure accuracy. Coordinates and assists with new client setups including training, onboarding and ongoing service. Coordinates onboarding efforts with Relationship Managers. Participates in on-going training for Treasury Services product generalists. Assists in training of new Treasury employees. Serves as a SME for Treasury staff. Provides guidance and participates in joint calls with other Treasury Services team members on clients with extensive or complex Treasury Service needs and/or for training purposes. Tracks Treasury Services product sales to ensure proper reporting of sales achievement to goal. Independently develops a sales and marketing strategy for Treasury Services programs in assigned region, monitoring its success, and coordinate the Treasury Services call program with other departments. Independently designs and provides educational meetings with both the Retail and Commercial departments on new and existing Treasury Services. Serves as Treasury Leader in assigned region. Meets with Region Management, Relationship Managers and Business Bankers to review and put together cross-selling action plans based on prospect and existing client lists, department or regional initiatives, or other bank initiatives. Participates and/or presents in regional efforts, including but not limited to seminars, new product implementation, COI events, community events, networking events, calling blitz, etc. Works with Treasury Services management team to roll out new products and/or processes. Advises management on continuous improvement initiatives. Recommends pricing of Treasury Services programs to ensure their competitiveness and profitability. Recommends and cross sells other bank services to Treasury clients. Maintains an awareness of trends and new developments in the field of Treasury Services and ensures that the bank provides the most up-to-date, efficient services. Must have valid driver’s license. Completes all compliance training related to the position. Understands all applicable laws and regulations that apply to the position and complies with the requirements. NON-ESSENTIAL FUNCTIONS
Performs all other duties as assigned.
EXPERIENCE/SKILLS Three () to five () years of banking and Treasury Services experience required. Proactive sales skills with ability to prospect new client relationships. High degree of self-motivation and ability to work autonomously. Strong client relationship management and customer service. Excellent verbal and written communication skills with the ability to communicate with all levels internally and externally. Ability to maintain effective relationships with internal service partners and customers in order to gain their trust and respect. Customer service oriented. Ability to handle multiple tasks in a fast-paced environment. Good PC skills--proficiency in Microsoft Word and Excel essential.
EDUCATION
Bachelor’s Degree preferred.
TRAVEL REQUIREMENTS
Ability to travel to off-site locations for meetings, projects, seminars, etc., as well as ability to travel overnight.
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 pounds.
EQUIPMENT
MS Office PC, phone, and standard office equipment.
-
Gastroenterologist - South Bend, IN
5 months ago
South Bend, United States The South Bend Clinic Full timeOverview: South Bend Clinic, a member of Duly Health and Care, is recruiting for an enthusiastic & driven experienced Gastroenterologist to join our highly reputable physician led and owned multi-specialty group. This is a great opportunity to join the largest physician-owned multi-specialty clinic in Indiana with an established patient population and...
-
Gastroenterologist Opportunity in South Bend, IN
1 month ago
South Bend, Indiana, United States The South Bend Clinic Full timeOverviewThe South Bend Clinic, a member of Duly Health and Care, is seeking an experienced Gastroenterologist to join our esteemed physician-led and owned multi-specialty group. This is an exceptional opportunity to join the largest physician-owned multi-specialty clinic in Indiana with a well-established patient population and built-in referral base.Key...
-
Certified Nursing Assistant
1 month ago
South Bend, Indiana, United States Wellbrooke of South Bend Full timeJoin Our Team at Wellbrooke of South BendWe are seeking a compassionate and dedicated Certified Nursing Assistant (CNA) to join our team at Wellbrooke of South Bend. As a CNA, you will play a vital role in providing high-quality care to our residents, ensuring their physical, emotional, and social needs are met.Responsibilities:Assist residents with personal...
-
Certified Nursing Assistant
4 weeks ago
South Bend, Indiana, United States Brookdale South Bend Full timeOverview:Brookdale South Bend is proud to be recognized as one of America's Greatest Workplaces for Diversity by Newsweek in 2024. Our commitment to diversity and inclusion creates a welcoming environment for our associates and residents alike. As a Certified Nursing Assistant, you will play a vital role in providing personalized care to our seniors and...
-
Transportation Specialist
4 weeks ago
South Bend, Indiana, United States South Bend Community School Full timeJob Summary:As a Transportation Specialist with the South Bend Community School Corporation, you will be responsible for providing safe and efficient transportation services to students. This role requires a Commercial Driver's License (CDL) with a class B minimum classification, P passenger, S School Bus, and air brake endorsements. Key Responsibilities:•...
-
Gastroenterologist - South Bend, IN
1 month ago
South Bend, United States Duly Health and Care Full timeOverview South Bend Clinic, a member of Duly Health and Care, is recruiting for an enthusiastic & driven experienced Gastroenterologist to join our highly reputable physician led and owned multi-specialty group. This is a great opportunity to join the largest physician-owned multi-specialty clinic in Indiana with an established patient population and...
-
Endocrinologist - South Bend, IN
6 months ago
South Bend, United States Duly Health and Care Full timeThe South Bend Clinic is recruiting for dynamic and energetic BC/BE Endocrinologists to join our highly reputable physician led multi-specialty group. Whether youre currently practicing or a new grad, this is a great opportunity to join a very busy practice with an established patient population and built in referral base.Opportunity Highlights:100%...
-
Pediatrics Physician
3 months ago
South Bend, United States Duly Health and Care Full timeOverview The South Bend Clinic is seeking passionate, family-oriented/fun loving BC/BE Pediatricians to join our highly reputable physician led multi-specialty group. Whether you're currently practicing or a new grad, you will have the ability to control & develop your own practice in an autonomous setting. Highlights: Joining a well-established dept of...
-
Relationship Manager
1 month ago
South Bend, United States Thrive Full timeWe are looking for Sales Professional located in: South Bend INJOB SUMMARY:The primary function of the Relationship Manager / Sales Rep is to grow create and increase revenueand number of merchants within an assigned territory through sales and building longterm relationshipsprimarily with referral sources and associated merchants. This role will target...
-
Relationship Manager
4 weeks ago
South Bend, United States Thrive Full timeWe are looking for Sales Professional located in: South Bend INJOB SUMMARY:The primary function of the Relationship Manager / Sales Rep is to grow create and increase revenueand number of merchants within an assigned territory through sales and building longterm relationshipsprimarily with referral sources and associated merchants. This role will target...
-
OBGYN Care Specialist
1 month ago
South Bend, Indiana, United States The South Bend Clinic Full timeAbout the RoleWe are seeking a dedicated and compassionate OBGYN Care Specialist to join our team at The South Bend Clinic. As a key member of our healthcare team, you will play a vital role in providing exceptional patient care and support.Key ResponsibilitiesCollaborate with our OBGYN team to deliver high-quality patient care and services.Provide emotional...
-
Endocrinologist Opportunity in South Bend, IN
1 month ago
South Bend, Indiana, United States Duly Health and Care Full timeThe South Bend Clinic is seeking a dynamic and energetic Endocrinologist to join our reputable physician-led multi-specialty group. This is a great opportunity to join a busy practice with an established patient population and built-in referral base.Key Highlights:100% endocrinology positionJoin a talented team of healthcare professionals, including a Nurse...
-
Endocrinologist Opportunity in South Bend, IN
4 weeks ago
South Bend, Indiana, United States Duly Health and Care Full timeThe South Bend Clinic is seeking a dynamic and energetic Endocrinologist to join our highly reputable physician-led multi-specialty group. This is a great opportunity to join a busy practice with an established patient population and built-in referral base.Key Highlights:100% endocrinology positionJoin a talented team of healthcare professionals, including a...
-
Veterinarian - South Bend, IN
3 days ago
South Bend, United States Wester Veterinary Clinic Full timeWho we are: Established in 1979, Western Veterinary Clinic in South Bend, Indiana has been proud to serve creatures of all sizes and many shelters in the Michiana area including South Bend Animal Resource Center, SJCHS, and Pet Refuge. We are a full-service clinic for dogs, cats, pocket pets, exotics, equines, (and more!) doing routine veterinary care,...
-
Non-invasive Cardiologist
4 months ago
South Bend, United States Duly Health and Care Full timeOverview The South Bend Clinic is seeking BC/BE Non-invasive Cardiologists to join the largest multi-specialty group in Indiana! This an amazing opportunity to join a very busy cardiology practice with an established patient population and built-in referral base. Overview: Expanding cardiology department due to growth & succession planning Ramp up practice...
-
Cardiologist Opportunity in South Bend, IN
1 month ago
South Bend, Indiana, United States Enterprisemed Full timeCardiology Opportunity in South Bend, INWe are seeking an Electrophysiologist to join our premier Heart & Vascular team in South Bend, IN. The practice offers a full range of cardiology services, including a structural heart program, advanced electrophysiology, and coronary CTA with FFR. Our team is dedicated to providing exceptional patient care and offers...
-
Certified Nursing Assistant
4 weeks ago
South Bend, Indiana, United States Brookdale South Bend Full timeOverview:Brookdale South Bend is proud to be recognized as one of America's Greatest Workplaces for Diversity by Newsweek in 2024.As a Certified Nursing Assistant at Brookdale South Bend, you will have the opportunity to make a meaningful difference in the lives of our residents. Our Early Access to Paycheck program allows you to access your earned wages...
-
South Bend, United States Duly Health and Care Full timeSouth Bend Clinic, a member of Duly Health and Care, is recruiting for an Obstetrics and Gynecology Physician to join our highly reputable physician led and owned multi-specialty group. This is a great opportunity to join the largest physician-owned multi-specialty clinic in Indiana with an established patient population and built-in referral...
-
Senior Paralegal, Legal Department, South Bend, IN
2 months ago
South Bend, United States 1st Source Full timeSenior Paralegal, Legal Department, South Bend, IN Job Category: Legal and Compliance Requisition Number: SENIO003342 Posting Details - - Posted:September 25, 2024 Full-Time On-site Locations Showing 1 location South Bend Main Office 100 N Michigan St South Bend, IN 46601, USA Job Details Description POSITION SUMMARY Provides advanced paralegal and...
-
south bend, United States Creative Financial Staffing Full timeCustomer Service RepresentativeAbout the Company and Customer Service/Sales Opportunity: CFS is working with a growing manufacturer to identify a Customer Service Representative to join their Customer Service team! This role is open due to expansion! The company is growing steadily and loves to promote from within! The company boasts very low turnover and...
