Treasury Management Specialist

At ServisFirst, our name is our mission.

Responsibilities

• Provide technical support and client training for all Treasury Management related products and services.
• Train other ServisFirst personnel on Treasury Management products.
• Assist officers with prospect statement analysis to identify opportunities and highlight the potential value of Treasury Management products.
• Respond promptly to client inquiries related to all Treasury Management products and services.
• Answer incoming technical support calls related to all Treasury Management products and services.
• Communicate service/product updates to clients.
• Conduct yearly reviews for remote deposit and ACH clients.
• Review all inventory of remote deposit machines.
• Install remote deposit scanners for new and existing clients.
• Provide maintenance for remote deposit machines.
• Process Treasury Management services agreements.
• Occasionally attend sales appointments with Officers to assist with closing and immediately establish implementation/support relationships related to Treasury Management services.
• Assist Officers by conducting statement analysis for prospects to compare their current provider to services offered by ServisFirst.
• Conduct client training (in person and via telephone) to demonstrate how to use all Treasury Management related systems.
• Conduct site visits for high-risk remote deposit clients to review their usage of the service and equipment.
• Conduct training for other ServisFirst personnel.
• Familiarize with all compliance regulations and policies applicable to this position and ensure compliance.

Requirements

• High School diploma or equivalent; bachelor’s degree preferred.
• Two (2) years of experience in customer support or related role.
• Experience in banking preferred.
• Excellent written and verbal communication skills, 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, 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.