Treasury & Cash Management Sales Specialist

Foothills Bank; Flagstaff (AZ); On-site; USD 55,000 - 75,000; Full time

Job summary

Foothills Bank in Flagstaff seeks a customer and branch support specialist for Business Internet Banking services. You will handle referrals, CM customer requests, NetTeller setups, calls, demonstrations, and on-site visits, delivering outstanding service.

You will collaborate with branch staff and loan officers to build relationships, determine client needs, and promote TM products while maintaining accurate records and adhering to policies.

Qualifications

• High school degree or GED required.
• 5 years of similar or related experience.
• Professional verbal and written communication skills.
• Strong interpersonal and customer service skills.
• Ability to handle stressful situations.

Responsibilities

• Complete knowledge of TM Products.
• Partner with Branch Manager and Loan Officers on Customer Building/Relationships with TM Services.
• Determining Existing customer needs/potential.
• Cross Sell TM Products.
• Work with Referring branches on services.
• Customer Presentations.
• Travel to Branches and with Officers for customer visits.
• Travel to customers as needed.
• Attends Branch and Loan meetings to assist with Educating all staff on TM Products.
• Works with customers to determine product needs and evaluate needs to minimize Risk.
• Determines appropriate limits (permanent and temporary) for CM Service situations with prudence and sound judgement.
• Has a complete understanding of account documentation and business organization.
• Completes TM Documentation and obtains appropriate signatures.
• Acquires approvals on all TM product requests.
• Assists with answering incoming phone calls, emails, and skypes from internal/external customers and assist with TM Troubleshooting with little to no assistance.
• Collaborates with DM on in branch marketing ideas to promote CM.
• Resolves most issues with little advice or direction.
• Firm understanding of policy and procedures and adheres to them.
• Review and complete reports.
• Maintains accurate records (Master log, Production Log, Report Log, Calendar, etc.).
• Strong thought process and decision-making skills.
• Completes all Assigned training in a timely manner.

Skills

Verbal communication

Interpersonal skills

Organizational skills

Customer service

Decision making

Education

High school diploma or GED

Job description

Foothills Bank in Flagstaff seeks a customer and branch support specialist for Business Internet Banking services. You will handle referrals, CM customer requests, NetTeller setups, calls, demonstrations, and on-site visits, delivering outstanding service.

You will collaborate with branch staff and loan officers to build relationships, determine client needs, and promote TM products while maintaining accurate records and adhering to policies.