Treasury Sales Specialist II

About the role

Provides a complete range of customer and branch support for Business Internet Banking services. Oversees referrals for new Cash Management customers, change requests for existing Cash Management customers, Business NetTeller setups, customer calls, demonstrations, and troubleshooting. Conducts on-site visits to new and existing business Internet Banking customers. Delivers exceptional customer service both on the phone and in person. This position can be based at any of our branch locations, including Prescott, Prescott Valley, Phoenix, Tucson, Casa Grande, Yuma, Flagstaff, Bullhead City, Cottonwood, Lake Havasu, or Kingman.

Responsibilities

• Complete knowledge of Treasury Management (TM) products
• Partner with Branch Manager and Loan Officers to build customer relationships and promote TM services
• Determine existing customer needs and potential for TM products
• Cross-sell TM products
• Work with referring branches on services
• Deliver customer presentations
• Travel to branches and accompany officers for customer visits
• Travel to customers as needed
• Attend branch and loan meetings to educate staff on TM products
• Work with customers to determine product needs and evaluate needs to minimize risk
• Determine appropriate limits (permanent and temporary) for Cash Management service situations with prudence and sound judgment
• Complete understanding of account documentation and business organization
• Complete TM documentation and obtain appropriate signatures
• Acquire approvals on all TM product requests
• Assist with answering incoming phone calls, emails, and Skype messages from internal/external customers and troubleshoot TM issues with little to no assistance
• Collaborate with Digital Marketing (DM) on in-branch marketing ideas to promote Cash Management
• Resolve most issues with little advice or direction
• Firm understanding of policy and procedures; adhere to them
• Review and complete reports
• Maintain accurate records (Master log, Production Log, Report Log, Calendar, etc.)
• Demonstrate strong thought process and decision-making skills
• Complete all assigned training in a timely manner

Requirements

• High school degree or GED required
• 5 years of similar or related experience

Skills

• Professional verbal and written communication skills
• Strong interpersonal skills, using considerable tact, diplomacy, and judgment
• Strong organizational, customer service, communication, and decision-making skills
• Strong conflict management skills
• Keen sense of observation
• Ability to act with tact and diplomacy
• Ability to handle stressful situations with ease