Senior Treasury Management Sales Representative

🕒 Julho 30

🐊 Florida – Remoto

🐊 Florida – Remote

⏰ Tempo Integral

🟠 Sênior

🤑 Vendas

Candidatar-se

Encontrar Vagas Remotas Similares

Configurar Alerta de Email para Novas Vagas

📊 Verifique sua pontuação de currículo para esta vaga

Melhore suas chances de conseguir uma entrevista verificando sua pontuação de currículo antes de se candidatar.

Enviar Currículo

Ocean Bank

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 1982

🏦 Bancário

🤝 B2B

👥 B2C

Banking • B2B • B2C

O Ocean Bank é um dos maiores bancos comerciais de propriedade independente com sede na Flórida. Fundado em 1982 e com sede no sul da Flórida, o banco opera uma rede de agências em todo o condado de Miami-Dade e Broward e conta com mais de 500 funcionários. O banco enfatiza um atendimento personalizado e baseado em relacionamento tanto para pessoas físicas quanto jurídicas, oferecendo a empresas locais, famílias e grupos de clientes selecionados produtos financeiros personalizados e atendimento de bankers pessoais e gerentes de contas familiares.

Descrição

• Support Treasury Management sales and service activities, including client follow-up, implementation coordination, product questions, service requests, and internal support needs. • Partner with clients and Relationship Managers throughout onboarding to support product setup, online banking access, documentation, timelines, testing, and activation. • Provide technical and operational support for Treasury Management services, including Remote Deposit Capture, ACH, wire transfer services, lockbox, online banking, user access, and related digital banking solutions. • Deliver training to clients, branches, Relationship Managers, and internal business partners on Treasury Management products, online banking capabilities, documentation requirements, fraud prevention controls, and service enhancements. • Prepare reports and analyze activity related to product utilization, client enrollment, service activity, exception items, and other performance metrics. • Assist with product demonstrations, client materials, follow-up tracking, client needs documentation, and cross-sell opportunities that support client relationships and business growth.

🎯 Requisitos

• Associate degree in Business Administration, Finance, Banking, Accounting, or a related field required; equivalent combination of education and relevant banking experience may be considered. • 5+ years of experience in banking, commercial banking support, customer service operations, or financial services. • Bilingual English and Spanish required. • Ability to travel to customer locations in Miami-Dade, Broward, and Palm Beach Counties as needed.