Treasury Management Tele Sales Representative

Mechanics Bank

Irvine, California, US
Base: $32.00 - $42.00 hourly; bonus/equity: aip/bo...
Treasury management product adoption
Consultative outbound outreach
Deposit growth and revenue goals
The Tele Sales Representative plays a key role in driving deposit growth and expanding Treasury Management product adoption by proactively engaging both existing and prospective clients

Job Summary

  • The Tele Sales Representative plays a key role in driving deposit growth and expanding Treasury Management product adoption by proactively engaging both existing and prospective clients.
  • This position focuses on delivering consultative outbound outreach to identify client needs, position solutions, and support a seamless onboarding experience.
  • Mechanics Bank offers a comprehensive employee benefits program designed for employees to live their best life at work, home, and everywhere in between.

Matching Summary

The Tele Sales Representative plays a key role in driving deposit growth and expanding Treasury Management product adoption by proactively engaging both existing and prospective clients.

Salary

Base: $32.00 - $42.00 hourly; Bonus/Equity: AIP/Bonus up to 15%; Benefits: Medical, prescription, dental, and vision coverage, HSA, 401(k) with company contribution, tuition reimbursement, 11 paid holidays, sick days, up to 25 paid vacation days, 16 hours paid volunteer time, free personal checking and savings account, discounted primary residence loan

Skills & Requirements

Must-have

  • Treasury Management product adoption
  • consultative outbound outreach
  • deposit growth and revenue goals
  • client retention goals
  • Treasury Management solutions
  • outbound calling efforts

Nice-to-have

  • strong cultural sensitivity and awareness
  • ability to mobilize internal networks
  • champion clients need and support product innovation

Key Requirements

  • 3-5 years Treasury Management Service/Sales experience
  • High School or GED preferred
  • Ability to use various PC and internet-based systems
  • Knowledge of credit and operational risk
  • Ability to create proformas and understand formulas

Work Rights

Not specified

Tailored Resume

Cover Letter