What are the responsibilities and job description for the Treasury Sales Associate position at Mercantile Bank?
Join Mercantile Bank in Grand Rapids, MI, as a full-time Treasury Sales Associate. This opportunity is perfect for early sales professionals and finance enthusiasts to dive into the dynamic world of commercial banking! In this junior-level role, you'll engage with technology and innovative financial solutions, helping our commercial clients optimize their treasury management needs.
This role offers the flexibility of a hybrid role that consists of an engaging office environment, work from home days, and time in the community connecting with commercial clients. As a tech-savvy individual, you'll engage in meaningful interactions with customers, leveraging your aptitude for learning new systems to provide exceptional support to our team of talented Treasury Sales Officers while you hone your skills.
Starting at a minimum of 50k, plus additional compensation based on experience, your efforts in this customer-facing position won't go unrecognized. This position as an associate offers many opportunities for advancement and is a great way to begin your career in the commercial banking sector. Embrace the chance to evolve your career while contributing to a company that values integrity, accountability, and inclusivity.
Primary Responsibilities:
- Support Treasury Sales Officers by creating proposals, presentations, and other administrative tasks related to the sales process
- Become a subject matter expert that can confidently attend client meetings and provide direct sales support to customers
- Collaborate internally with our sales, onboarding, support, and operations teams to help customers throughout the sales process and ensure effective handoff
A little about us:
Mercantile Bank was created with a goal to deliver financial solutions that empower people and businesses to achieve their dreams, while bettering the lives of its employees and their communities. We have grown from a humble idea to over 40 locations, 6 billion in total assets, and 700 employees. Our values remain at the heart of everything we do - through inclusivity, innovation, and collaboration, we achieve excellence every day. We are accountable not only to our customers, but to our employees and the communities in which we serve. We are proud to invest in our people and our communities, and our employees show their integrity in every interaction. We strongly believe that embracing human diversity makes us a better bank. We know it makes us better people. You'll be rewarded for your expertise through competitive compensation, bonus programs, and best-in-class benefit options, such multiple Medical, Dental and Vision plans to choose from, Company Paid Life Insurance of 3 times your annual salary, Health Savings Account, Flexible Spending Account, 3 weeks' vacation, sick time to care for yourself and your family, 11 paid holidays and a Giving Day to do work that you are passionate about in the community. We also offer Employee Assistance Program (EAP), Adoption and IVF Assistance, and a Fitness Equipment Purchase Plan. Investing in your financial wellness and career development is also important to us. We provide 401(k) match at 100% up to the first 5% of your contribution Employee Stock Purchase Plan, 529 College Savings Plans, Discounted bank services, Legal protection, Tuition Reimbursement, Exceptional training, and development opportunities tailored to your career interests and goals!
Your Day as a Treasury Sales Associate
This exciting junior-level position focuses on supporting new and existing business customers by connecting them to our innovative treasury management products, enabling them to operate more efficiently and securely. You will work alongside experienced Treasury Sales Officers, crafting tailored proposals and presentations to meet the unique needs of our commercial clients. This role offers hands-on experience, attending customer visits across the greater West Michigan area, enriching your understanding of our customizable services.
With an emphasis on technology, curious individuals who enjoy problem-solving will thrive here. You'll have the chance to engage with a variety of businesses while representing the Bank with integrity, all while building valuable relationships. After an initial in-office training period, you may enjoy the flexibility of working from home 1-2 days a week. Join us to make a genuine impact in your community while advancing your career in treasury management!
Comfortably navigating an office environment during training hours of Monday through Friday, 8 AM to 5 PM, is expected, with the potential for work-from-home flexibility once adequately trained and performance is assessed. While prior banking or treasury experience is a plus, we welcome candidates who are open to obtaining their Certified Treasury Professional (CTP) designation at the associate level.
This role will take you to customer visits across the greater West Michigan area where you'll use your power to connect, build relationships, and uncover opportunities. We take pride in selling the right product for the customer's needs and you will represent the Bank with integrity. Your strong organizational skills and quick follow-up will ensure a successful hand-off to our implementation team.
Job Requirements and Preferences
To excel as a Treasury Sales Associate at Mercantile Bank, candidates must possess a strong aptitude for technology and a willingness to learn new systems, as our treasury management products are primarily online. A minimum of two years in a customer-facing role, coupled with prior sales experience, is essential for success in this position. While a high school diploma or GED is required, a bachelor's degree in a business-related field or equivalent work experience is strongly preferred. An effective professional demeanor is vital, encompassing attendance, appearance, and interpersonal skills, along with excellent verbal and written communication abilities.
To sum up, we're looking for someone who:
- Has a high aptitude for technology and learning new systems
- Has experience in a sales role or at minimum 2 years of customer facing experience (Associate level)
- High school diploma or GED required
- A bachelor's degree in business related field strongly preferred (or equivalent work experience)
- Ability to work in an office environment M-F 8am-5pm throughout training with flexibility and a work from home day offered once well trained and manager is confident in ability
- Professional demeanor
- Excellent verbal/written communication skills
- Banking and/or Treasury experience preferred
- Preference for candidates with, or open to obtaining Certified Treasury Professional - CTP
If you feel this is the right job for you, please apply, and an HR Business Partner will be in contact with you via email regarding the status of your application.
Employees with dissimilar backgrounds, perspectives, opinions and lifestyles help us understand the motivations and desires of our many different customers. Thus, we strive to maintain a workforce that reflects the increasing diversity of the communities we serve by ensuring equal employment opportunity for all persons without discrimination on the basis of race, color, religion, sex/gender (including gender identity), national origin, age, height, weight, disability, medical condition, genetic information, sexual orientation, disabled or Vietnam era veteran, other forms of military status, marital status, or other protected characteristics.
