Responsible for soliciting, developing and establishing deposit and treasury services products to new and existing Specialty Finance Group (SFG) clients.
Actively solicit and develop new and existing customer relationships in assigned market areas.
Partner with Relationship Managers in assigned territory to uncover and develop new business opportunities.
Meet with business prospects and customers; listen to fully understand their needs, and deliver solutions in the form of bank products and services.
Generate deposit and treasury services production to meet annual goals.
Manage deposit and treasury services requests accordingly through the documentation and opening process.
Establish, grow, and manage a portfolio of clients, primarily new and potentially some re-assigned from existing portfolios.
Grow banking and treasury service skillsets to continue to support career progression.
Complete all compliance training related to the position.
Understand all applicable laws and regulations that apply to the position and comply with the requirements.
One (1) to three (3) years banking experience preferred.
Accounting or finance background preferred.
Good PC skills--proficiency in Microsoft Word and Excel essential.