What are the responsibilities and job description for the Treasury Sales Specialist position at The Citizens Bank of Philadelphia?
| Position | Treasury Sales Specialist |
| Reporting To | Director of Deposit Services |
| Location/Travel | Open/Regular travel (MS) |
About the Position
Focuses on building efficiency in the cash flow process through the development and direct sale of cash/treasury management products and services to new clients and the expansion of existing treasury management client relationships.
About the Opportunity
The Citizens Bank opened in 1908 in Philadelphia, MS, and it quickly earned a reputation for safety, confidence, honesty, integrity, and hard work. Throughout its history, the bank held steadfast to its commitment to be a bedrock partner to the communities it serves. Today, still grounded in the principles on which we were founded, our $1.4 billion bank serves the state of Mississippi through 26 branch offices and beyond with its digital and mobile banking solutions. Our high-tech, high-touch approach to full-service banking helps us provide the products and services of larger banks, but with a level of service that only a community bank committed to extraordinary service can provide. We're different. We appreciate and respect our past, but our sights are clearly set on building an even better bank for the future, and it starts with our people. Our commitment to making the bank a great place to work is woven into the fabric of our core values - SERVE.
Essential Duties
Use proactive, consultative sales skills and strategies to identify needs and solicit targeted clients and prospects within the bank's footprint (MS). Analyze the requirements of the client/prospect and present recommendations on applicable cash/treasury management products/services to increase cash flow efficiencies. Develop and coordinate treasury management sales plans in conjunction with relationship managers and other employees to support existing clients and develop new clients. Develop an understanding of core processing systems and ancillary systems used to support cash/treasury management products. Complete and submit client service agreements and ensure all products/services are implemented. Ensure cash/treasury management products/services are working efficiently and effectively for clients. Ensure timely and effective escalation and remediation of issues for treasury clients. Ensure sound risk decisions commensurate with the bank's risk appetite in engaging and developing treasury management prospects/clients. Other duties as required by supervisory personnel.
The Right Person
2 - 5 years' successful experience in Treasury sales or similar sales work environment.
Additional 12 months successful experience in retail banking preferred.
Exceptional Verbal and Written Communication Skills.
Exceptional Customer Service and Sales Background.
Exceptional analytical skills, with the ability to analyze new and existing relationships.
Extensive Knowledge/Use of Microsoft Office and other PC applications.
Ability to work independently and manage multiple priorities with minimal direct supervision.
Bachelor's degree in business or related field is preferred.
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