Senior Treasury Management Sales Representative

🕒 il y a 4 jours

🐊 Florida – Distant

🐊 Florida – Remote

⏰ Temps Plein

🟠 Senior

🧑‍💼 Ingénieur d'affaires

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Ocean Bank

Site WebLinkedInTous les Emplois

501 - 1000 employés

Fondée en 1982

🏦 Banque

🤝 B2B

👥 B2C

Banking • B2B • B2C

Ocean Bank est l'une des plus grandes banques commerciales indépendantes ayant son siège en Floride. Agréée en 1982 et basée dans le sud de la Floride, elle exploite un réseau d'agences dans les comtés de Miami-Dade et Broward et emploie plus de 500 personnes. La banque met l'accent sur des services bancaires commerciaux et de détail personnalisés et basés sur la relation, offrant aux entreprises locales, aux familles et à certains groupes de clients des produits financiers et des services sur mesure grâce à des banquiers personnels et des gestionnaires de comptes connus.

Description

• 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.

🎯 Exigences

• 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.