SUMMARY:
This position will be responsible for promoting, selling, and managing all Treasury Services relationships, including business online banking (BOB), remote deposit capture and merchant services. Additional responsibilities include, analyzing customer and prospect needs to prepare formal proposals presenting the Bank's Treasury products and services in a solutions-based format; delivering the Bank's Right By You quality customer service to each customer; conducting periodic sales and product training to the Bank's branch representatives and ensuring continued growth and success in this division of the Bank, which will be accomplished through effective leadership, teamwork, and communication that is timely and consistent.
PRINCIPAL ACCOUNTABILITIES:
Time: Description:
50% Responsible for the Treasury Services sales activities (cash management and merchant services) of new and existing business customers. Proactively analyze accounts and deliver needs-based solutions to existing and prospective customers that are cost-benefit driven. Deal with complex customers along with possessing and utilizing exceptional organizational time management skills. Develop additional business through calling on prospects and targets. Responsible for identifying additional sales opportunities.
20% Work with Business Development Officers and Branch Managers to coordinate the sales strategies to support revenue growth and business development efforts. Serve as Treasury Services Subject Matter Expert for all Branch associates.
10% Develop and lead product and sales training either in-branch or via webinar periodically throughout the year.
20% Attain a revenue goal with regards to profitability for new merchant accounts closed, referrals received and acted on from branches in region(s), new BOB (Business Online Banking) relationships closed, customer retention rate of combined merchant and cash management customers per region, and cross-sale referrals and activities to the branches for deposits, loans etc.
BASIC QUALIFICATIONS:
Bachelor's degree with 4 years of treasury services or business banking sales experience or an equivalent combination of education and experience.
ADDITIONAL QUALIFICATIONS:
- Extensive knowledge of all Treasury Services products and services.
- Knowledge of the Bank's policies, procedures, and operations.
- Ability to travel throughout the footprint of the Bank.
PREFERRED QUALIFICATIONS:
Strong verbal, interpersonal and written communication skills.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.
They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
Affirmative Action/Equal Employer
Skills Required
- Bachelor's degree with four years of treasury services or business banking sales experience, or an equivalent combination of education and experience.
- Extensive knowledge of Treasury Services products and services.
- Knowledge of bank policies, procedures, and operations.
- Ability to travel throughout the bank's footprint.
- Strong verbal, interpersonal, and written communication skills.
What We Do
Fidelity Bank is a full-service financial institution with assets of approximately $3.7 billion headquartered in Fuquay-Varina, North Carolina. The Bank owns and operates 57 branches throughout North Carolina, Virginia, and South Carolina. For over 100 years, Fidelity Bank's vision has remained the same; to be the independent, sound, and profitable bank that businesses and families come to first - and bank with for life. BANK FOR LIFE - We earn the loyalty of our customers. Our superior attention to caring and personal service lets us build relationships that span lifetimes - even generations. INDEPENDENT - Fidelity Bank is not for sale. We have been independent for over 100 years and plan to remain that way. SOUND - Our bank is safe and secure. We have superior quality assets and a rock solid capital position. PROFITABLE - Our bank is profitable and growing. We provide consistent healthy returns and we seek out opportunities for growth and expansion. Right By You: It's not just a slogan Nothing is more important to us than the long-term success and financial well-being of our customers. Businesses and families turn to Fidelity Bank because we take the time to find out what is important to them, treat them with respect, and offer all the products and services they need in a friendly environment. Walk into any Fidelity Bank location and you will know you are in the right place. Generations of Fidelity Bank customers can attest to it. People ask why we go to such lengths for our customers. We remind them we do it for our friends. This page is moderated M-F, 8a-5p ET. View our Guidelines: https://www.fidelitybanknc.com/social-media-terms-of-use/
