Treasury Management Inside Sales Officer
Braintree, MA 
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Posted 8 days ago
Job Description

Rockland Trust is currently seeking an experienced Inside Sales professional. The deliverables for this role include outbound calling to existing customers and potential new customers from a prospect list for the purpose of deposit retention and deposit acquisition; servicing clients to retain revenue; cross-selling additional services such as Treasury Management. The incumbent will be part of a team that will include Treasury Management Officer and Relationship Manager.


Responsibilities include, but are not limited to the following:

  • Conduct outbound calls and emails daily to engage with decision makers and key stakeholders in assigned companies
  • Utilize upselling tactics that ensure a great customer experience
  • Research accounts, identify key players and generate interest
  • Articulate compelling value propositions to clients
  • Develop a deep understanding of clients' financial needs and pain points to tailor solutions effectively
  • Collaborate with Treasury Management Officers and Relationship Managers to present comprehensive offerings to clients
  • Utilize Salesforce tool to track and report on sales activities, customer interactions, and pipeline progress
  • Meet and/or exceed established calling targets, portfolio growth and retention, and cross-sell

Skills and Qualifications:

  • Proven inside sales experience, preferably in the financial services or banking industry
  • Strong understanding of commercial deposit products and treasury management services.
  • Excellent communication and interpersonal skills to engage effectively with clients and internal teams
  • Goal oriented mindset with a record of accomplishment of meeting and/or exceeding targets
  • Familiarity with Salesforce or CRM tools
  • Ability to manage through a changing business landscape, anticipating issues and aggressively drive initiatives to ensure results
  • Preferred Bachelor's degree
Rockland Trust is the Bank Where Each Relationship Matters. In pursuit of that promise, we foster a respectful and inclusive work environment where everyone is given the chance and resources to succeed.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law. Additionally, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Now that you've heard a little bit about us, we'd love to hear more about you. Submit your application and come help us strengthen our communities- one relationship a time.


"Rockland Trust is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law. We recognize that in competitive financial services markets, employees make the difference between an ordinary company and an excellent one. Employees come to Rockland Trust with different backgrounds and experiences. These differences together can result in greater creativity, better insights, and improved decision-making, all vital to Rockland Trust's success in the New England marketplace.




If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact 781.982.6198 or email Careers@RocklandTrust.com for assistance. "


 

Job Summary
Company
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Experience
Open
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