Treasury Management Sales Specialist I

SUMMARY

The Treasury Management Specialist I is responsible for cultivating and maintaining strong business relationships with small business customers, focusing on promoting and supporting electronic banking products and services. They facilitate the onboarding of new Treasury Management clients and deliver continuous support for electronic solutions to ensure seamless service delivery.

The ideal candidate for this role is highly organized and detail-oriented, with a keen understanding of electronic banking systems and an ability to communicate complex information effectively. Strong interpersonal skills, customer service orientation, and a proactive approach to problem-solving are essential.

By delivering exceptional service and support, the Treasury Management Specialist I helps to drive the adoption of electronic banking products, directly impacting customer satisfaction and loyalty while supporting the company’s growth and reputation.

All employees are expected to protect the information and assets of the organization through heightened awareness of information security, cybersecurity, and risk management best practices, as well as complying with all applicable laws, regulations, and organizational policies.

ESSENTIAL DUTIES

• Coordinate customer calls, demonstrations and product installations to aid in developing strong business relationships.
• Provide product demonstrations to small business customers/prospects.
• Perform customer relationship analysis to assist branch staff in determining specific product needs of the customer and the appropriate pricing.
• Prepare proposals/bids for business customers and respond to associated questions.
• Assist customers and bank personnel in completion of appropriate forms and agreements for electronic products and services.
• Onboard new Treasury Management customers and provide ongoing support of electronic products and services.
• Assist Bank personnel in identifying potential and/or existing customers who may benefit from electronic products and services.
• Develop and present training materials to educate customers and Bank personnel in electronic products and services.
• Assist with promotional events for electronic products and services.
• Represent the Bank in community activities including business, charitable, civic and social organizations.
• Assist Retail Sales Manager in executing sales strategies and in meeting goals.
• Process various forms and agreements, verify customer information and account ownership and perform check back to ensure established policies and procedures are followed.
• Utilize administrative modules to set up customers on various electronic products.
• Review, test, document and analyze new products, product updates and/or releases and make recommendations concerning new features or functionality.
• Maintain knowledge of Bank policies, procedures, electronic products and services and serve as a resource to other employees.
• Compile, process and monitor detailed, statistical reports from various systems.
• Maintain knowledge of applicable laws, regulations and general safety and soundness guidelines and assist in ensuring compliance.
• Provide quality customer service for electronic products and services.
• Continually develop Retail Sales skills and serve as a backup to the Retail Sales Specialist as needed.
• Assume responsibility for special projects and tasks as assigned.

EDUCATION & CERTIFICATIONS

• High school diploma or equivalent required.
• A minimum of one year of prior banking experience required.

MINIMUM REQUIREMENTS

• Excellent communication skills and the ability to communicate effectively, verbally and in writing, with internal and external customers at all levels.
• A positive and proactive approach to work, demonstrating enthusiasm, adaptability, and the ability to maintain composure and professionalism in stressful or adverse conditions.
• An analytical mindset with exceptional problem-solving abilities.
• Exceptional attention to detail with the ability to remain organized and produce accurate, efficient work in a fast-paced environment.
• Ability to interpret various ratios and relationships inherent in common or specialized financial and data-driven reports.
• Ability to complete standard calculations and apply basic mathematical concepts in practical situations.
• Proficient computer literacy, including comfort with Microsoft systems and Office Suite.
• Intermediate typing skills to meet the needs of this position.
• Current driver’s license and reliable transportation with appropriate insurance coverage; additionally, the ability to drive occasionally in the course of performing assigned duties and responsibilities.
• The ability to work with minimal or no supervision.

ADDITIONAL QUALIFICATIONS

• Experience with electronic products and services preferred.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers; handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

NOTE

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.

All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently.

Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others.

The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

The company is an Equal Opportunity Employer, drug-free workplace, and complies with ADA regulations and other laws/regulations as applicable.

Experience

• 1 year(s): A minimum of one year of prior banking experience required.

Education

• High School or better

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)