Treasury Management Sales Specialist

ServisFirst Bank; Florida; On-site; USD 65,000 - 90,000; Full time

Job summary

ServisFirst Bank in Maitland, FL is seeking a Treasury Management Sales Specialist who can provide sales support and client training for all Treasury Management products and services. This role partners with banking officers to identify opportunities and demonstrate the value of Treasury Management offerings to prospects.

You will conduct statement analysis, process service agreements, install remote deposit scanners, train clients, respond to inquiries, and ensure compliance with applicable

Qualifications

• High School diploma or equivalent; bachelor’s degree preferred
• Two (2) years of experience in sales and customer support or related role
• Experience in banking required
• Experience in Treasury Management preferred
• Excellent written and verbal communication skills, as demonstrated in a position documenting issues and providing instructions to customers
• Proven ability to work with and encourage a wide range of customer abilities, from technically proficient to technically hesitant
• Proficient with Microsoft Outlook, Word, Excel and PowerPoint
• Experience using JAVA and Adobe software preferred
• Experience making group presentations
• Experience in a position requiring attention to detail and analytical ability
• Excellent organizational skills and ability to multi-task, as demonstrated in a position requiring multiple objectives within deadline.

Responsibilities

• Provide sales support and client training for Treasury Management products
• Assist officers by conducting statement analysis for prospects to compare current provider to ServisFirst
• Process Treasury Management services agreements
• Conduct client training (in person and via telephone) to demonstrate how to use Treasury Management systems
• Install remote deposit scanners for new and existing clients
• Respond promptly to client inquiries related to Treasury Management products and services
• Communicate service/product updates to clients
• Answer incoming technical support calls related to Treasury Management products and equipment
• Assist with and/or conduct yearly reviews for remote deposit and ACH clients
• Conduct site visits for high-risk remote deposit clients to review usage of the service and equipment
• Conduct training for other ServisFirst personnel
• Ensure familiarity with all compliance regulations and policies applicable to this position and follow them

Skills

Sales experience

Customer support

Communication skills

Attention to detail

Organizational skills

Public speaking

Multitasking

Education

High School diploma

Bachelor’s degree preferred

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

PowerPoint

Java

Adobe software

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Treasury Management Sales Specialist

Regular Full-Time Maitland, FL, US 1 Attachments

At ServisFirst, Our Name is Our Mission.

DUTIES AND RESPONSIBILITIES

The Treasury Management Sales Specialist is responsible for providing sales support and client training for all Treasury Management related products and services. This position provides training to other ServisFirst personnel on Treasury Management products and assists officers with prospect statement analysis in order to identify opportunities and highlight the potential value of Treasury Management products.

The incumbent will:

• Attend sales appointments alone or with banking officers to assist with, close and immediately establish implementation/support relationship as it relates to Treasury Management Services
• Assist Officers by conducting statement analysis for prospects to compare their current provider to services offered by ServisFirst
• Process Treasury Management services agreements
• Conduct client training (in person and via telephone) to demonstrate how to use all Treasury Management related systems
• Install remote deposit scanners for new and existing clients
• Respond promptly to client inquiries related to Treasury Management products and services
• Communicate service/product updates to clients
• Answer incoming technical support calls related to all Treasury Management products and equipment
• Assist with and/or conduct yearly reviews for remote deposit and ACH clients
• Conduct site visits for high-risk remote deposit clients to review their usage of the service and equipment
• Conduct training for other ServisFirst personnel
• 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

• High School diploma or equivalent; bachelor’s degree preferred
• Two (2) years of experience in sales and customer support or related role
• Experience in banking required
• Experience in Treasury Management preferred
• Excellent written and verbal communication skills, as demonstrated in a position documenting issues and providing instructions to customers
• Proven ability to work with and encourage a wide range of customer abilities, from technically proficient to technically hesitant
• Proficient with Microsoft Outlook, Word, Excel and PowerPoint
• Experience using JAVA and Adobe software preferred
• Experience making group presentations
• Experience in a position requiring attention to detail and analytical ability
• Excellent organizational skills and ability to multi-task, as demonstrated in a position requiring multiple objectives within deadline.

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