Treasury Management Sales Officer

Job Description

Job Description

At ServisFirst, Our Name is Our Mission.

DUTIES AND RESPONSIBILITIES

The Treasury Management Sales Officer is responsible for developing business relationships with clients; promoting business for the Bank by providing exceptional quality customer service; and assisting in achieving established Bank goals through active participation in sales management as well as providing leadership, training and support to less experienced bank personnel. The Treasury Management Sales Officer will focus in particular on Treasury Management products, responding to referrals and serving as a subject matter expert in support of a full range of services offered to clients.

The incumbent will:

• Establish and provide training and service programs to orient clients in the operation and maintenance of Treasury Management products
• Demonstrate services and products to prospects, when appropriate, through personal meetings or as part of a coordinated, multi-product sales presentation
• Serve as liaison between current and potential clients and the Bank to resolve questions regarding Treasury Management products and services
• Attend sales meetings and contribute as appropriate
• Keep abreast of changes which might affect sales in assigned territory
• Maintain account records, prepare sales call reports and ensure the accuracy of agreements
• Initiate client relationships and also accompany relationship sales officer/manager on selling missions
• Secure and renew orders, arrange delivery dates and coordinate order fulfillment of other treasury management products
• Maintain contact with and service key accounts
• Promote satisfactory client relations via follow-up and check-in calls
• Work closely with bank personnel to ensure prompt service to clients
• Provide field technical services to clients in compliance with service contract requirements
• Provide banking solutions to clients by cross-selling appropriate products
• Assist in preparation of proposals for new and existing contracts
• Visit clients within assigned territory and address engineering or servicing problems
• Conduct and/or attend quarterly Treasury Management departmental meetings
• Conduct supervisory responsibilities in accordance with the organization’s policies and applicable laws, including employee selection, appraisal, and management
• Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies

Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job.

Note: Additional duties and responsibilities may be assigned.

MINIMUM QUALIFICATIONS

• Bachelor’s degree preferred
• Five (5) or more years of related experience
• Intermediate experience, knowledge and training in branch operation activities, terminology and products and services relating to retail and commercial account customers preferred
• Working knowledge of Microsoft Outlook, Word, Excel and PowerPoint
• Previous Internet Banking and Deposit Operations experience preferred
• Knowledge of bank operations and products as well as basic accounting
• Excellent customer service skills
• Ability to deal with difficult issues involving multiple facets and variables in non-standardized situations

PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS

The physical requirements and environmental conditions of this position consist primarily of:

• Sustained standing and sitting
• Frequent use of PC, including typing or sustained attention to monitor
• Occasional presentations requiring public speaking to small groups
• Occasional lifting of basic office files or equipment up to 20 lbs
• Normal office environment with comfortable internal temperatures and low level noise

EOE/AA