Commercial Deposits Banker

Summary

This position is responsible for driving new business through the sales of treasury services offered by the Bank. They are also a consultant and business partner to the Relationship Management (RM) team to ensure all Bank clients are offered the specific products to fit their individual needs.

Essential Duties And Responsibilities

• Generate new business through identifying market opportunities through cold calls, warm leads & referrals.
• Drive new sales opportunities by determining client needs and cross-selling treasury products and services to internal & external clients.
• Maintain active sales pipeline and provide real time updates available tools.
• Provides support to the RM group to educate and sell additional products to clients via onsite and telephonic meetings.
• Maintain relevant working knowledge of industry practices pertaining to the full suite of products and services offered.
• Handle in-bound customer service inquiries, training and support requests pertaining to Treasury Management & Internet Banking products and services, while ensuring customer service quality.
• Reviews and ensures the completeness, accuracy and adequacy of signed customer agreements, maintenance requests and cancelation forms.
• Understand and comply with requirements of all laws and regulations applicable to the position.
• Complete new client setup and/or deletion requests and client training in all related products and services.
• Afford support to Bank employees in all areas of Electronic Banking and Treasury Management products and services.
• Server as a subject matter expert on system capabilities, client onboarding process & worksheets and bank agreements related to Treasury Management services.

Additional Responsibilities

• Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management.
• Demonstrates high level of quality work, attendance and appearance.
• Adheres to all Company Policies & Procedures and Safety Regulations.
• Adheres to local, state and federal laws.
• Performs any other duties that may be assigned by warehouse manager.
• Supports the fulfillment of the department’s audit requirements and ensures the implementation and completion of agreed audit recommendations.
• Provides support to Bank employees in all areas of Electronic Banking and Treasury Management products and services.

Minimum Qualifications

• 5 years of related Treasury Management experience and/or training; or the equivalent combination of education and experience.
• Some knowledge of related state and federal banking compliance regulations, Bank operational policiesand procedures, and the Bank’s products and services.
• Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees.
• Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
• Ability to work with no supervision while performing duties.

Competencies

• Adaptability
• Communication
• Decision Making
• Initiative
• Innovation
• Motivator
• Organization
• Professionalism
• Results Orientated

Physical Demands

• Standing, walking and squatting less than fifty percent of the work shift.
• Required to lift, move and carry up to 40 pounds.
• Ability to read, count and write to accurately complete all documentation and reports.
• Must be able to see, hear and speak in order to communicate with employees and other customers.
• Specific vision abilities include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus.
• Manual dexterity required using hands to finger; handle, feel and type; reach with hands and arms (Check the box that applies by double clicking on the box.).
• Sedentary: Limited activity, no lifting, limited walking.
• Moderate: Mostly standing, walking, bending, frequent lifting.
• Light: Office work, some lifting, bending, stooping or kneeling, walking.

Work Environment

• The work space is clean, orderly, properly lighted and ventilated with the proper safety compliance.
• Noise levels are considered moderate.
• Sunwest Bank Is an Equal Opportunity Employer.