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
Fidelity Bank (fidelitybank.com) Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Bank (fidelitybank.com) and has not been reviewed or approved by Fidelity Bank (fidelitybank.com).
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Healthcare Strength — Feedback suggests medical, dental, and vision coverage are comprehensive, complemented by options like FSAs and wellness resources. Offerings such as preventive care programs and mental‑health support indicate strong healthcare support.
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Leave & Time Off Breadth — Feedback suggests paid time off is generous, with around four weeks of PTO for full‑time employees, separate sick time, paid holidays, and paid volunteer hours in some roles. Emphasis on work‑life balance and time to travel, be with family, or volunteer reinforces breadth.
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Retirement Support — Feedback suggests a 401(k) or similar retirement plan is available alongside financial‑preparedness benefits to support long‑term saving. Banking perks and related financial benefits further bolster retirement support.
Fidelity Bank (fidelitybank.com) Insights
What We Do
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