Treasury Management Sales Specialist

Duties and Responsibilities

• Providing sales support and client training for all Treasury Management related products and services.
• Providing training to other ServisFirst personnel on Treasury Management products and assisting officers with prospect statement analysis to identify opportunities and highlight the potential value of Treasury Management products.
• Attending sales appointments alone or with banking officers to assist with, close and immediately establish implementation/support relationship as it relates to Treasury Management Services.
• Assisting officers by conducting statement analysis for prospects to compare their current provider to services offered by ServisFirst.
• Processing Treasury Management services agreements.
• Conducting client training (in person and via telephone) to demonstrate how to use all Treasury Management related systems.
• Installing remote deposit scanners for new and existing clients.
• Responding promptly to client inquiries related to Treasury Management products and services.
• Communicating service/product updates to clients.
• Answering incoming technical support calls related to all Treasury Management products and equipment.
• Assisting with and/or conducting yearly reviews for remote deposit and ACH clients.
• Conducting site visits for high-risk remote deposit clients to review their usage of the service and equipment.
• Conducting training for other ServisFirst personnel.
• Being familiar with all compliance regulations and policies applicable to this position and following and ensuring compliance with these regulations and policies.

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

• 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.