What are the responsibilities and job description for the TREASURY MNGT SALES REP position at Pinnacle Bank?
GENERAL SUMMARY:
Responsible for the sales, profitability, growth and penetration of bank products and services within a designated territory.
RESPONSIBILITIES AND DUTIES:
- Promotes and sells treasury management products to existing and prospective customers.
- Demonstrates products and services to existing/prospective customers and assists them in selecting those best suited to their needs.
- Makes joint calls with lending staff.
- Makes in person and telephone calls to existing and prospective customers.
- Research sources for developing prospective customers.
- Supplies cash management officer with oral and written reports on customer needs, problems, interests, competitive activities, and potential for new products and services.
- Keeps abreast of product applications, market conditions, competitive activities, advertising and promotional trends.
- Participates in trade shows and conventions.
- Installation and training of treasury management equipment and access.
- Provide sales support to third party provides including merchant service, payroll services, insurance sales.
- Perform other duties as assigned by management.
- Regular and reliable attendance.
KNOWLEDGE, SKILLS, AND ABILITIES:
- Knowledge of treasury management products, sales, and compliance.
- Knowledge of management practices and principles.
- Knowledge of Fiserv system, Word, Excel, and cash management software.
- Skill in communicating and coordinating activities with management, customers, coworkers, and vendors. Communication must be timely and strong.
- Ability to develop a strong sales and service-based culture.
- Ability to research and develop new products and techniques.
- Ability to travel.
EDUCATION AND EXPERIENCE:
- High School diploma or equivalent work experience, college degree preferred.
- Five or more years of sales and banking experience preferred.
PHYSICAL REQUIREMENTS:
Seeing: 75-100%
Must be able to read reports, see computer screen, visit customer sites
Hearing: 75-100%
Must be able to communicate with Co-workers
Standing/Walking: 0-24%
Must be able to visit customer sites.
Climbing/Stooping/Kneeling: 0-24%
Set up customer sites on merchant card.
Climbing/Stooping/Kneeling: 0-24%
Set up customer sites on merchant card.
Lifting/Pulling/Pushing: 0-24%
Fingering/Grasping/Feeling: 75-100%
Must be able to use computer, write separate reports
PHYSICAL DIMENSIONS:
Light Work: Exerting up to 20 pounds of force occasionally, and/or a negotiable amount of force frequently or constantly to lift, carry or otherwise move objects. Job involves sitting most of the time and walking and standing some of the time.
NOTE: The statements herein are intended to describe the general nature and level, or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of personnel so classified.
About Pinnacle Bank/Bank of Colorado
We take pride in our heritage as a family-owned, community bank. Our commitment to our customers and community is at the forefront of how we do business.
We are a Nebraska-based banking organization founded in 1938 in Palmer, Nebraska. Today, we have branches in Arizona, Colorado, Kansas, Missouri, Nebraska, New Mexico, Texas and Wyoming.
As we grow, our commitment to our customers and community remains as strong as ever. We specialize in building lasting banking relationships with the businesses, farms and families we serve. We also prioritize taking an active role in our communities through charitable giving and volunteering.
At Pinnacle Bank, we are ready to help your company with business checking and savings accounts, commercial loans and lines of credit and treasury management services.
We also offer personal banking services, including accounts, mortgages, personal loans and technology products.
We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses. Employees also have the opportunity to participate in the Bank incentive programs based on charter/branch guidelines. Other benefits include:
We are a Nebraska-based banking organization founded in 1938 in Palmer, Nebraska. Today, we have branches in Arizona, Colorado, Kansas, Missouri, Nebraska, New Mexico, Texas and Wyoming.
As we grow, our commitment to our customers and community remains as strong as ever. We specialize in building lasting banking relationships with the businesses, farms and families we serve. We also prioritize taking an active role in our communities through charitable giving and volunteering.
At Pinnacle Bank, we are ready to help your company with business checking and savings accounts, commercial loans and lines of credit and treasury management services.
We also offer personal banking services, including accounts, mortgages, personal loans and technology products.
We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses. Employees also have the opportunity to participate in the Bank incentive programs based on charter/branch guidelines. Other benefits include:
- 8 paid holidays*
- 17 PTO days each year for the first five years of employment.*
- After five years, 22 PTO days each year.*
- After ten years, 27 PTO days each year.*
- Employees must also complete the 90-day introductory period prior to accruing PTO.*
- New employees will receive 16 hours of paid sick time upon their hire date.*
- Health, dental, prescription drug card, vision, and voluntary life insurance plans
- Health Savings Account with employer contributions
- Flexible medical and dependent care spending plans
- Parental Leave after one year of full-time employment
- 401K plan after 3 months and start of next quarter with employer contributions and profit sharing
- Free checking account and basic printed checks
- Free safe deposit box
- $15,000 group term life insurance
- Long term disability insurance
- Employee Assistance Program
- Educational Assistance
*Paid holidays and paid time off benefits are not applicable for employees that are fully commissioned.
We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law. If you need a reasonable accommodation for any part of the employment process, please contact us by email at personnel@pinnbank.com or by phone at 402-697-8666 and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address. For more information, view the [EEO KNOW YOUR RIGHTS] and [PAY TRANSPARENCY STATEMENT].
We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law. If you need a reasonable accommodation for any part of the employment process, please contact us by email at personnel@pinnbank.com or by phone at 402-697-8666 and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address. For more information, view the [EEO KNOW YOUR RIGHTS] and [PAY TRANSPARENCY STATEMENT].
Salary : $15,000
