Treasury Services Sales Specialist

Treasury Services Sales Specialist

Troy Bank & Trust is seeking a customer-focused and detail-oriented Treasury Services Sales Specialist, to support Treasury Management and business clients. This role serves as an essential resource for both existing and prospective customers by identifying needs, providing product support, and delivering treasury solutions that help businesses manage their daily financial operations more effectively.

The ideal candidate will enjoy building relationships, solving problems, and collaborating with internal teams to provide exceptional customer experience. This position offers an opportunity to become a trusted partner to customers while helping grow and strengthen the bank's Treasury Management services.

Responsibilities include but are not limited to:

• Deliver exceptional customer service to internal and external customers by taking ownership of requests and following through to resolution.
• Support Treasury Management with sales and relationship-building activities.
• Respond to customer inquiries regarding treasury products, account services, and banking solutions while adhering to privacy and regulatory requirements.
• Identify opportunities to deepen customer relationships by recommending Treasury Management products and services that meet business needs.
• Research and communicate product information to customers and team members.
• Partner with Commercial Banking teams and Branch Managers to support client acquisition and retention efforts.
• Assist with Treasury Management and branch team training initiatives.
• Answer and direct incoming phone calls, take messages, and provide information when appropriate.
• Support customers with Merchant Services inquiries and facilitate connections with the appropriate resources.
• Assist customers with credit card services, including online system navigation and account support.
• Maintain strong product knowledge and stay informed on Treasury Management offerings and banking technology.
• Perform additional duties as assigned by management.

Qualifications

Required

• High school diploma or equivalent.
• Minimum of one year of sales, customer service, client support, or related experience.
• Strong verbal and written communication skills.
• Proficiency with Microsoft Office applications and basic computer systems.
• Excellent interpersonal and relationship-building skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong attention to detail and commitment to accuracy.

Preferred

• Associate's degree, bachelor's degree, or other post-secondary education.
• Banking, financial services, treasury management, or business-to-business sales experience.

What We're Looking For

• A commitment to delivering outstanding customer service
• Accountability and ownership of responsibilities
• Strong critical thinking and problem-solving abilities
• Professionalism, integrity, and dependability
• Flexibility in adapting to changing priorities
• Effective teamwork and collaboration skills
• Technical aptitude and willingness to learn new products and systems
• Consistent focus on quality, accuracy, and productivity

Schedule

• Must work in person/office.
• This is a full-time position working 40 hours per week, typically between: Monday through Friday 8:00 a.m. 5:00 p.m.
• Occasional overtime may be required and must be approved by management.

Physical Requirements

• Sitting, standing, and walking for extended periods
• Frequent use of a computer, keyboard, and office equipment
• Visual acuity to review documents and operate technology
• Occasional bending, stooping, kneeling, or reaching
• Lifting, carrying, pushing, or moving items up to 25 pounds

Ready to Apply?

If you're looking for an opportunity to be a Sales Specialist while making a positive impact in the communities we serve, we'd love to hear from you.

To be considered, applicants must complete an online application through our careers website. Candidates should be prepared to provide information regarding their educational background, work experience, and relevant skills. A current rsum is required and may be uploaded during the application process.

Applications will be reviewed on a rolling basis. Qualified candidates selected to move forward in the hiring process will be contacted regarding next steps, which may include interviews with members of the Treasury Management and Human Resources teams.

At Troy Bank & Trust, we combine the personalized service of a community bank with the technology, tools, and resources of a regional institution. We are committed to offering competitive compensation and benefits, including an annual discretionary bonus, health, dental, and vision insurance, 401(k) profit sharing, life insurance, short- and long-term disability coverage, paid time off, and educational assistance.

For more than 100 years, Troy Bank & Trust has remained dedicated to serving the needs of our communities. Learn more about us at

Equal Opportunity Employer/Veterans/Disabilities