MARKET CASH MANAGEMENT OFFICER

Cash Management Sales Specialist

Be able to sell and service the entire suite of Cash Management products/services to both new and existing customers. In addition, be able to train in-branch staff in understanding the functionality of eBiz and other Cash Management products/services.

Note: Only minimum responsibilities are listed. Other responsibilities may be required as requested by management.

Basic Qualifications:

1. Strong commitment to providing exceptional customer service.
2. Excellent interpersonal/people skills with ability to function as part of a team and develop a strong relationship with branches within your market area.
3. Strong written & verbal communication skills.
4. Ability to organize and prioritize projects effectively.
5. Microsoft Office proficiency (Word, Excel, Outlook).

Preferred:

1. Previous financial institution/customer service experience
2. Knowledge of business's needs as it relates to cash management products/services

Dimension of Job:

This position is responsible for the North Central and Helena Market sales, set up and ongoing service of Stockman Bank eBiz/cash management services. This includes incorporating a consultative sales approach with customers/prospects that yield results in building the Bank's overall customer base. A key requirement is an understanding of the technical aspect of the services offered. This individual will work closely with the Market President(s), Cash Management Support and in-market branch personnel.

Position Specific Responsibilities, Duties and Competencies:

Sales and Training:

• Identifying applicable eBiz/cash management solutions for new and existing customers in conjunction with Market lender and other local branch participation. This will require a proactive approach by analyzing current customers' transaction history for additional cash management opportunities and meeting with prospective customers to explain how Stockman Bank's cash management products/services can assist them.
• Prepare, present and perform eBiz/ cash management presentations to new and existing customers as needed.
• Assist in the resolution of customer issues in cooperation with Cash Management Support and local market branches eBiz specialists.
• Responsible for ongoing customer training of eBiz/cash management and related banking products and services.
• Provide ongoing training and communication on eBiz/cash management services and related services to officers and front line or other employees of the Markets.
• Sales support and training of local branch market Cash Management Specialists.

Operational and Service Functions:

• Responsible for ongoing support of Market eBiz/cash management customers in conjunction with local branch Cash Management Specialists.
• Participate, coordinate and work with Cash Management Support on all facets of eBiz customer set up, ongoing maintenance and general eBiz customer care.
• Responsible for Markets customer E-Biz/cash management documents (set up) and maintenance (ongoing customer care) of related eBiz/Cash Management processes
• Help with ACH origination requests and ongoing annual review requirements for ACH/Wire/eDirect customers.
• Assure eBiz set up and maintenance documents are completed properly with appropriate authorization by customers.
• Maintenance of Customer Contact/Sales List

Maintain detailed and in-depth working knowledge of eBiz/cash management and related products and services in order to help as necessary for resolution of customer issues.

Participate in the development, testing and roll out/delivery of new eBiz/cash management solutions as needed.

Assist local market branch Cash Management Specialists in customer care and support of eBiz customers.

For full description, which includes physical mental demands please see attachment.