Jobs · Finance · South Carolina

Treasury Services Relationship Banker

Coastal States Bank · Mount Pleasant, SC · 4 mo ago
On-siteFinanceFull-time

Essential Position Responsibilities

  • Proactively works with Commercial Lenders and Retail Bankers to facilitate the sales strategies to support revenue growth and business development efforts throughout the Lowcountry market area.
  • Deliver service and product solutions to current and prospective clients on a needs-based, cost-benefit driven model. This includes the development of new profitable Treasury Management relationships and the ongoing consultative support for TM clients.
  • Develop sales proposals and determine pricing strategies for treasury services.
  • Process and validate new client set ups and maintenance requests for Treasury Management Products.
  • Complete product demonstrations, documentation, setup, and training for new basic Online Business Banking Services (eCorp).
  • Primary contact role for small to medium sized businesses to perform account research, account maintenance and problem solving, and address any servicing issues.
  • Maintain a strong working knowledge of treasury products and how they apply to customer business needs.
  • Initiates new deposit account openings for clients.

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