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Now Hiring - Treasury Management Sales Advisor (Madison area) in Cottage Grove, WI

Treasury Management Sales Advisor (Madison area) in Cottage Grove, WI

Summit Credit Union
Base Salary Yes (amount not posted)
Total Comp: NA
Quick Apply Save
Qualifications Years In Sales
Industry: Financial Services
Benefits: yes
Customer Size: all
Car Allowance: no
Sales Cycle: Short
Travel: none
Years Selling in Industry:
Education:
They Sell Investment & Asset Management
To Whom Financial Services
Location: Cottage Grove, WI
3.1

Essential Functions

  • Promotes products/services to meet the member’s financial needs including online banking, mobile and remote deposit capture, merchant services, debit/credit card, all types of deposit accounts, and other treasury management services.
  • Reviews and recommends improvements to existing products and services to meet the financial needs of targeted members. Keeps up to date on industry trends and the competition.
  • Identifies opportunities for new relationships and supports growth of Credit Union portfolio. Targets individuals, businesses, municipalities, and organizations and actively goes out and develops the relationships.
  • Grows their member portfolio through new member acquisition, with focus on profitable revenue growth and the overall financial plan for the Credit Union.
  • Maintains and develops the Credit Union’s existing and new member base through business development activities, including outbound calls, marketing campaigns, in branch events and community involvement.
  • Networks consistently and effectively with members, peers, centers of influence and others within the communities.
  • Brings in relevant Business Services staff when a business loan opportunity arises and a Mortgage Loan Officer when a mortgage opportunity arises. Cross-sells services in a professional and effective manner.
  • Sells and refers a full range of member products/services to meet or exceed established sales goals to support overall sales objective.
  • Receives member information, verifies member validity and identity, opens and maintains all types of deposit accounts, enters all data into the Credit Union’s system and ensures accuracy of documentation.
  • Creates and delivers monthly sales management report to monitor results.
  • Maintains a professional relationship with vendors and other professionals and represents the Credit Union in various business, trade, charity, civic, and social organizations to support the community and provide for positive public relations. Speaks at community events on appropriate topics as requested.
  • Delivers exceptional member services in a team atmosphere.

Additional Functions

  • Assist with additional projects and other duties as assigned by departmental leadership.

Job Specifications

  • High School Diploma or general education degree (GED) required.
  • Financial services certifications a plus.
  • Three or more years of industry experience, including treasury management sales and relationship management.
  • Ability to communicate effectively and professionally with a variety of people, both written and verbal.
  • Demonstrated success in business development activities.
  • Working knowledge of treasury management systems and business deposit products.
  • Ability to plan, prioritize and organize work effectively.
  • Ability to work effectively under pressure and meet time deadlines.
  • Ability to make logical decisions and carry out decisions made.
  • Ability to work effectively and non-defensively with a variety of personalities.
  • Enjoys working with members and demonstrates excellent interpersonal skills.
  • Working knowledge of computers and business software (Excel, Word) and the ability to learn proprietary software. Ability to operate general office equipment.
  • Close attention to detail and accuracy.
  • Ability to safely operate a vehicle and travel to member sites.
  • Valid Driver’s license required.
  • Ability to be an attentive and active listener.
  • Is able to work effectively and efficiently, both individually and as a team contributor.
  • Maintains the highest level of confidentiality with all information obtained.
  • Promotes the Credit Union’s products and services.
  • Contributes to the fulfillment of Credit Union goals and objectives.
  • Must have strong communication and organizational skills.
  • Ability to work in fast-paced environment and under pressure, as needed.
  • Must have regular attendance at the job site.
  • Must follow policies and procedures to assure proper documentation and compliance with regulations.

Perks:

  • Remote capability
  • Excellent health insurance
  • 401K with match
  • Student loan payback
  • Paid volunteer time
  • Onsite gym
  • and more

At Summit we cover more ground, give more back and have more fun. Come be a part of something bigger!

At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit and business need.

Summit Credit Union
Company Size
201 to 500 Employees
Founded
They Sell
Investment & Asset Management
To Whom
Financial Services
Website
www.summitcreditunion.com
Revenue
$25 to $100 million (USD)

Summit Credit Union is currently hiring for 2 sales positions
Summit Credit Union has openings in: WI
The average salary at Summit Credit Union is:

2 Yes (amount not posted)

Summit Credit Union
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Summit Credit Union

Summit Credit Union is currently hiring for 2 sales positions
Summit Credit Union has openings in: WI
The average salary at Summit Credit Union is:

2 Yes (amount not posted)