Sales Associate - Treasury

Bankers Trust is a community-focused financial institution that emphasizes meaningful work and employee development. The Sales Associate position provides essential support to Treasury Management Officers and clients, handling administrative duties and ensuring high-quality customer service in managing treasury functions. Responsibilities Provides Sales support to the Treasury Management Sales Officers Assists clients with routine sales inquiries (answering questions on products, processes and procedures), research, investigations, wire transfers, etc Assists clients with service issues with little supervision from the Sales Officer/Commercial Lender, which may include in-person calls Prepares Sales Officer pre-call plan documents Notifies Clients of ACH Overlimits and verifies totals and legitimacy Processes and opens new accounts for customers as requested by the Sales Officers/Commercial Lenders Processes and opens Certificates of Deposits for customers and reviews and renegotiates existing Certificates of Deposits Prepares treasury product agreements, obtains legal documentation, and tracks/obtains missing agreements for audit purposes Responsible for the coordination, implementation, and tracking of all new product setups with Electronic Banking Analysts Maintains/organizes specific 'Treasury' folder for each customer within share drive Processes the daily overdraft report and notifies commercial customers and commercial lenders of these overdrafts Reviews monthly account analysis statements for accuracy and facilitates changes to Operations Prepares account maintenance, waives service charges, etc. for products and services sold by Officers by using the ACT system (General Ledger & Deposit Ticket System) Backs up other Sales Associates Processes Cashier’s checks as needed for Commercial customers Other duties as assigned Skills Ability to deal effectively with customers and all levels of the bank organization High School diploma or GED preferred One or more years customer service-oriented environment desired Treasury Services product knowledge preferred Operations experience preferred Benefits Group Health, Dental, and Vision Insurance Generous Paid Time Off (PTO) Volunteer Time Off (VTO) 401(k) plan with lucrative company match Tuition assistance Company Paid Life Insurance Paid Parental Leave Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more. Team Member Banking - a suite of products and services with special benefits for employees Company Overview Bankers Trust Company provides banking products and services to businesses and individuals in Iowa. It was founded in 1917, and is headquartered in Des Moines, Iowa, USA, with a workforce of 501-1000 employees. Its website is