Deposit Sales Representative, Specialty Finance Group, South Bend, IN (Eastern Territory)

1st Source•South Bend, IN

About The Position

Responsible for soliciting, developing and establishing deposit and treasury services products to new and existing Specialty Finance Group (SFG) clients.

Requirements

One (1) to three (3) years banking experience preferred.
Good PC skills--proficiency in Microsoft Word and Excel essential.
Problem solving skills with attention to detail.
Strong quantitative and analytical skills.
Self-motivated; ability to work independently.
Good written and verbal communication skills.
High degree of attention to detail.
Extensive national travel for new and existing client calls/conventions.
Ability to travel overnight, as needed for meetings, projects, seminars, etc.

Nice To Haves

Accounting or finance background preferred.
Bilingual preferred
Bachelors Degree preferred.

Responsibilities

Soliciting, developing and establishing deposit and treasury services products to new and existing Specialty Finance Group (SFG) clients.
Actively soliciting and developing new and existing customer relationships in assigned market areas.
Partners with Relationship Managers in assigned territory to uncover and develop new business opportunities.
Meets with business prospects and customers; listening to fully understand their needs, and delivering solutions in the form of bank products and services.
Generates deposit and treasury services production to meet annual goals (to be assigned).
Manages deposit and treasury services requests accordingly through the documentation and opening process.
Establishes, grows, and manages portfolio of clients, primarily new and potentially some re-assigned from existing portfolios.
Grows banking and treasury service skillsets to continue to support career progression.
Regular and predictable attendance is an essential requirement of the position.
Responsible for the completion of all compliance training related to the position.
Must understand all applicable laws and regulations that apply to the position and comply with the requirements.
Performs all other duties as assigned.