Job description
Business Banking Sales Specialist
The Business Banking Sales Specialist is responsible for making sales and service recommendations to Business Banking clients and prospects. Working under limited supervision, this job is responsible for inbound and outbound calls. Opportunities originate from internal transfers, referrals, leads generated from the website and marketing driven campaigns to generate high quality new deposit business in order to achieve or exceed specific production goals.
Key Responsibilities and Duties
Career Level
3IC
Required Skills:
The Business Banking Sales Specialist is responsible for making sales and service recommendations to Business Banking clients and prospects. Working under limited supervision, this job is responsible for inbound and outbound calls. Opportunities originate from internal transfers, referrals, leads generated from the website and marketing driven campaigns to generate high quality new deposit business in order to achieve or exceed specific production goals.
Key Responsibilities and Duties
- Works sales phone queues educating callers about Business Banking’s products and services with the ability to make outbound calls and be comfortable speaking with controllers, finance executives and business owners.
Utilizes knowledge of products and services to identify and refer cross sell opportunities to Business Service Teams to transition from transaction based to relationship-based support.
Works internal referral sources for new business deposit account generation.
Responsible for the education, sale and account opening of all Business Banking deposit accounts on a national basis to prospects and existing clients.
Understands how businesses operate, discovering their cashflow needs and makes product and service recommendations for various business entity types and industry segments.
Assists clients with deposit applications questions, CD maturity instructions, managing authorized signer updates, product change requests, and closing accounts with an emphasis on saving relationships, while building and maintaining positive relationships with prospects and clients.
Assists in the process of documenting and finalizing new and existing deposit proposals.
Documents and resolves complaints from clients pertaining to account opening and ongoing banking services and provides follow-up calls when necessary.
Ensures clients are up to date and aware of product enhancements and new releases and can identify possible cross-sales opportunities within assigned client base.
Communicates with clients/prospects and Business Operations partners to ensure a positive outcome from start to finish in the account opening process.
- Ensures all compliance & bank training related activities are successfully completed on time.
- High School Preferred
- No Experience Required; 2+ Years Preferred
- Physical Requirements: Sedentary Work
Career Level
3IC
Required Skills:
-
Experience in Business Banking.
-
Experience in Financial Services Sector.
Preferred Skills
-
2 or more years of experience in reputed financial institutions
-
Experience in Treasury Management.
-
Experience in Sales of Bank Products over phone.
Note: Quarterly incentives available in addition to base salary.
Base Pay Range: $22.73/hr. - $37.88/hr.
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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Company Overview
TIAA Bank, a division of TIAA, FSB, provides nationwide banking services to consumer and commercial clients through a variety of channels, including online and mobile applications, as well as its Florida-based financial centers.
TIAA has entered into a definitive agreement to sell TIAA Bank to new investors with extensive experience in financial services, as part of the company’s strategy to refocus on its core retirement business and Nuveen, the company’s asset manager. When the transaction is complete, in 2023, TIAA will retain a non-controlling stake in the bank, demonstrating the company’s confidence in the bank’s future success.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our
Benefits Summary
.
Equal Opportunity
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law
here
.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email:
accessibility.support@tiaa.org
Privacy Notices
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