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20 Sep 2023

Full-Time Treasury Service Sales Advisor II (Req#2288)

Eastern Bank – Posted by Eastern Bank Lynn, Massachusetts, United States

Job Description

Responsibilities include, but are not limited to the following:

Call on prospective clients to uncover Deposit & Treasury Service needs. Query prospects to compile the necessary information to determine their requirements and recommend the appropriate Deposit & Treasury products. Present recommendations to prospects.  Collaborate with other Business Lines to ensure that the preparation and processing of all documentation necessary to ensure a smooth implementation and transition of clients. Solidify customer relationships by ensuring that the proper relationship management strategy is in place.  Collaborates with management and Product team to recommend product enhancements and new services while focusing on the needs of the prospects. Work with other members of the Bank in delivering timely and accurate responses to prospect inquiries and requests.  Follow up with self-sourced newly acquired relationships to ensure that the proper on-boarding took place and all their business needs were met.  Participate in local community affairs and COI groups as appropriate for Deposit & Treasury Service clients. Network with customers, community, and internal groups to keep in touch with industry changes, advancements, regulatory issues, and customer requirements.

 

Qualifications: 

Education and Experience 8+ years banking experience including at least five years in Business Banking, Commercial Banking or Treasury Sales and customer service. College degree or equivalent combination of training and business experience required.

 

Skills/Knowledge:

Extensive Treasury Sales and Deposit Product knowledge and Technologically proficient.  Must have a basic understanding of commercial businesses and banking.  Superior communication, organizational, writing, and interpersonal skills required. Strong sales skills in a fast pace environment.  Must be resourceful and able to search out answers and solutions to complex problems and issues.

About Us

Committed. Inclusive. Courageous. Eastern Bank has built a legacy of investing in the communities we serve and helping our customers, communities and employees thrive and grow. We pride ourselves in having knowledgeable and experienced professionals that can provide the expertise, personal attention and service our customers deserve.

As a large full service commercial bank in the Greater Boston area, we are able to offer you unique opportunities for career growth throughout the organization, as well as a competitive compensation and benefits program.

As an inclusive company, we work to ensure that our valued employees are treated fairly, recognized for their individuality, and encouraged to reach their fullest potential. These values have earned us a reputation as a great place to work and provide a strong reason why you should consider a career with us.

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How to Apply

If you will like to learn more and apply, use the link below: https://gka.fa.us1.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX/job/2288/?utm_medium=jobshare

Job Categories: Equal Opportunities. Job Types: Full-Time. Job Tags: #CorporateAndInstitutionalSales&Service and Banking. Salaries: Not Disclosed.

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