Treasury Services Sales Specialist

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Responsible for direct sales of new cash management business, expansion of existing business relationships, and the retention of customers.

• Contacts prospective customers in order to develop new cash management business.
• Meets periodically with existing customers to ensure proper servicing of accounts and to expand existing business relationships.
• Prepares sales presentations, explains services offered, and recommends those services which would be of value to the customer.
• Ensures proper installation of cash management services.
• Assists management in developing new services or modifying existing services.
• Calls on potential or existing customers and introduces customers to other departments when a service can be rendered.
• Represents bank in civic, community and industry activities as required.
• Performs all other job related duties/special projects as assigned.
• Incumbent is required to comply with all applicable federal, state and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.
• Incumbent is responsible for organizational integrity and business ethics as it relates to this position, and communicating this commitment to any applicable subordinates.

None

• College degree in Business Administration or equivalent work experience. A degree in Finance or Accounting is preferred
• 1 year of exposure to cash management sales and services
• 1 year of business development experience
• Basic knowledge of cash management sales, services, and regulatory guidelines
• Knowledge of bank products, services, and operations
• Knowledge of finance and business principles
• Understanding of regulatory guidelines
• Basic knowledge of cash management functions                                   

• Ability to work under stress and meet deadlines
• Ability to operate a keyboard if required to perform the essential job functions
• Ability to read and interpret a document if required to perform the essential job functions
• Ability to travel if required to perform the essential job functions
• Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions.  If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Equal Opportunity/Affirmative Action Employers.  All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.