Jobs · Finance · Arizona

Treasury Sales Specialist II

Foothills Bank - Division of Glacier Bank · Greater Prescott, AZ Area · 3 wk ago
On-siteFinanceFull-time
Join one of the best banks in Arizona. Thanks to our amazing team, Foothills Bank has been named a Top Company to work for in Arizona for five consecutive years! 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; on-site visits to new and existing business Internet Banking customers; Provides exceptional customer service both on the phone and in person. This position can be based at one of the following of our branch locations: Prescott, Prescott Valley, Phoenix, Flagstaff, Bullhead City, Lake Havasu or Kingman. MAJOR DUTIES & RESPONSIBILITIESComplete knowledge of TM Products.Partnering with Branch Manager and Loan Officers on Customer Building/ Relationships with TM Services.Determining Existing customer needs/potential.Cross Sell TM Products.Work with Referring branches on services.Customer Presentations.Travel to Branches and with Officers for customer visits.Travel to customers as needed.Attends Branch and Loan meetings to assist with Educating all staff on TM Products.Works with customers to determine product needs and evaluate needs to minimize Risk.Determines appropriate limits (permanent and temporary) for CM Service situations with prudence and sound judgement.Has a complete understanding of account documentation and business organization.Completes TM Documentation and obtains appropriate signatures.Acquires approvals on all TM product requests.Assists with answering incoming phone calls, emails, and skypes from internal/external customers and assist with TM Troubleshooting with little to no assistance.Collaborates with DM on in branch marketing ideas to promote CM.Resolves most issues with little advice or direction.Firm understanding of policy and procedures and adheres to them.Review and complete reports.Maintains accurate records (Master log, Production Log, Report Log, Calendar, etc.).Strong thought process and decision-making skills.Completes all Assigned training in a timely manner. MINIMUM QUALIFICATIONS Education and Experience:High school degree or GED required5 years of similar or related experienceKnowledge, Skill, Ability (Other 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, a keen sense of observation, the ability to act with tact and diplomacy, and most of all the ability to handle stressful situations with ease.

Similar jobs