Senior Treasury Management Sales Representative

🔥 0 minutes ago

🐊 Florida – Remote

🐊 Florida – Remote

⏰ Full Time

🟠 Senior

🧑‍💼 Account Executive

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Ocean Bank

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1982

🏦 Banking

🤝 B2B

👥 B2C

Banking • B2B • B2C

Ocean Bank is one of the largest independently owned commercial banks headquartered in Florida. Chartered in 1982 and based in South Florida, it operates a network of branches throughout Miami-Dade and Broward counties and has more than 500 employees. The bank emphasizes personalized, relationship-based commercial and consumer banking, providing local businesses, families and select customer groups with tailored financial products and service from personal bankers and familiar account officers.

📋 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.

🎯 Requirements

• 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.