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.

Nice To Haves

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

Responsibilities

  • 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.

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Number of Employees

501-1,000 employees

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