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Treasury Management Sales Representatives. Collaborate with the Regional Operations Manager and Regional Experience Manager for your area to ensure the Customer Relationship Management System (ResourceOne) is properly tracking operations/revenue production performance.
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With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
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For our approximately 4,600 financial institution customers, Deluxe offers industry-leading programs in data analytics, customer acquisition and treasury management solutions, fraud prevention and profitability solutions, as well as checks.
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We provide trade execution, credit & treasury management, prime offering and market making services. We are a team of engineers, product builders, institutional sales and trading leaders, operations experts, and business strategists.
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Develops treasury management sales plans in conjunction with relationship managers, regional managers, banking office managers and line officers to support existing and develop new treasury management clients.
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Referrals to other lines of business include Retail, Commercial, Payment Services, Treasury, Wealth Management and Home Loan departments. Transactions include processing deposits, loan payments, mortgage payments, credit card payments, escrow payments, cash advances, check cashing, official check purchases, gift card sales, travel card sales, proof transactions and the buying or selling of foreign currency.
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We lead our cluster efforts in the areas of sales and proposition for commercial cards, SME/ Corporate business, transactional banking, money movement (payments solutions that can enable funds delivery across various networks such as card networks, Automated Clearing Houses and real time payments networks, FX treasury services.
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Provide support and administrative assistance to the Depository Services Officer and the Treasury Management Sales Officer in their day-to-day functions and activities in order for them to focus on sales and customer support.
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Intermediate knowledge of general banking operations, including deposit onboarding/operations, loan administration, treasury management and/or other commercial banking products and services.
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Provides support and responds to information requests from Corporate (accounting, tax, treasury, IT, HR, sales, environmental compliance, legal, etc.) (General management, sales, operations, maintenance, customer service, etc.
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Minimum of ten years of experience in deposit sales, product management, treasury management, or related roles within the banking or financial services industry. Monitor key performance indicators (KPIs), track sales performance, analyze trends, and prepare regular reports and presentations for senior management and stakeholders.
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Transactions include processing deposits, loan payments, mortgage payments, credit card payments, escrow payment, cash advances, check cashing, official check purchases, gift card sales, travel card sales, proof transactions, and the buying or selling of foreign currency.
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3-5 years Business Banking, Commercial Lending, or Treasury Management Sales experience. Working closely with a team of experienced Commercial Relationship Managers, SBA Lenders, and Private Bankers, (and TM Teammates) the principal role of the BDO is to identify and meet with prospects, developing needs-based assessments, and providing (selling) cash management and depository services to small to medium sized commercial businesses in Colorado.
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Considered a subject matter expert of Treasury Management product benefits and services and is a line of business expert for business units supported. Assist Regional Sales Manager in executing sales strategies and in meeting or exceeding departmental goals.
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High school diploma or GED with a minimum of 4 years' experience in Treasury Sales. Bachelor's degree with a minimum of 2 years' experience in a Treasury Sales. This position is responsible for acquiring and developing commercial and business banking relationships and deliver a full range of business deposits and related products/services such as treasury management, business credit cards and payment solutions.
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