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The purpose of this job is to develop new treasury management business and expand existing business relationships through treasury products and services as well as increase deposit growth. Sales Rep is to act as a liaison to Community Banks for commercial deposits and public funds entities, including depository bids and Treasury management sales and support. Additionally, acting as a liaison and supporting the sales for any third-party referral products and services offered.
- Serve as the treasury management sales representative for assigned markets
- Make in-person business development calls on current and new Commercial Businesses to identify needs and propose solutions to meet/exceed the stated sales and portfolio goals
- Conduct treasury service reviews for top clients
- Meet with market relationship managers and leadership regularly to identify opportunities and provide updates to product information
- Create sales proposals
- Understand the client’s business in order to provide appropriate solutions
- Perform additional duties as assigned.
- Bachelor’s degree in business, finance, accounting, related field
- 7 Years Treasury Sales-OR-Minimum of ten (10) years proven and progressive experience in one or more of the following areas:
- Commercial lending
- Credit experience
- Branch experience
- Related financial services experience
- Demonstrates knowledge of Trustmark’s Commercial business customer depository policies, procedures, and products, including treasury management available to business customers, public entities, and non-profit organizations,
- Understanding of credit approval process as well as related bank policies and external regulations
- Practical working knowledge of sales principles
- Knowledge of credit analysis practices and procedures as it relates to ACH and RDE
- Familiarity with products and services offered by financial services institutions
- Knowledge of bank operations policies and procedures for supporting Loan, Deposit and Treasury Services
- Effective oral and written communication skills
- Effective judgement and decision-making skills
- Time management and organization skills
- Interpersonal and relationship building skills
- Ability to engage multi-departmental cooperation to accomplish goals
- Customer contact, sales and service skills
- Computer skills
- Ability to travel
- Ability to configure and implement products to enable customers to use the bank’s Corporate Treasury Services.
- Scheduling customer calls for training so that the bank has adequate personnel to answer incoming calls from customers
- Ability to test file formats and validate information within the files that will be used between customers and bank
- Ability to determine the best method to deliver services to customers
- Ability to accurately complete required enrollment and agreement related documents to support customer implementations
- Previous banking or deposit related knowledge preferred
- Certified Treasury Professional Accreditation preferred
- Prior relationship management experience preferred
Level III additional qualifications:
- Certified Treasury Professional Accreditation
- Previous Relationship Management Experience
- 10 Years Treasury Sales-OR-Minimum of fifteen (15) years proven and progressive experience in one or more of the following areas:
- Commercial lending
- Credit experience
- Branch experience
- Related financial services experience
Working with Us
Teamwork and the individual contributions of our associates are recognized as the drivers of our success. At Trustmark, we are committed to preserving and advancing a diverse and inclusive workplace, where each associate, customer and shareholder is respected, valued and encouraged to share in our commitment. We make significant investments in our associates so that they may enhance their personal and professional skills, because we want each associate to grow, flourish and fulfill their career aspirations. Come onboard and join our team!
Equal Opportunities for All
Trustmark exemplifies the strength and possibilities that come with a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, marital status, genetic information, pregnancy, national origin, protected veteran, disability status, or any other characteristic protected under applicable law. Trustmark is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment.
If you need assistance with any part of the application process, please send an email to careers@trustmark.com or call 866.213.1418.
Our Hiring Process
Upon accepting a position with Trustmark, the following pre-employment screenings must be completed:
- Verification of employment, education and other data provided by you on your employment application
- Verification of eligibility to work in the US
- Criminal background check
- Credit check (required for certain positions)
- Fingerprinting (required for certain positions)
- Drug screen
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