Treasury Services Sales Specialist

Cash Management Sales Representative

Responsible for direct sales of new cash management business, expansion of existing business relationships, and the retention of a large and complex customer base. Typically handles the most significant corporate cash management activities.

Essential Duties & Responsibilities:

• Contacts prospective customers in order to develop new cash management business.
• Meets periodically with existing customers to ensure proper servicing of accounts and to expand existing business relationships.
• Prepares sales presentations, explains services offered, and recommends those services which would be of value to the customer.
• Ensures that company officers are aware of cash management sales activities and assists officers in promoting the cash management sales program.
• Assists in designing and ensuring proper installation of cash management services.
• Assists department head in developing a marketing strategy and in setting sales objectives.
• Assists management in developing new services or modifying existing services.
• Calls on potential or existing customers and introduces customers to other departments when a service can be rendered.
• Represents bank in civic, community, and industry activities as required.
• Keeps abreast of industry trends and regulations; identifies changes affecting the department and takes appropriate action, notifies staff of internal operation changes.
• May be responsible for maintaining staffing levels, training, evaluating, counseling and managing staff. May mentor less experienced staff.
• May manage or assist manager with budget management including tracking expenses and reporting variances. Responsible for controlling operating and administrative expenses.
• Performs all other duties and special projects as assigned.
• Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.

Supervisory Responsibilities:

None

Minimum Required Education, Experience & Knowledge:

• College degree in Marketing, Finance, Management or Business Administration from an accredited university or equivalent work experience; Degree in Marketing or Finance preferred
• 5 years of cash management sales and service experience
• 5 years of business development experience
• Certified Treasury Professional (CTP) credential, or upon employment incumbent will work toward certification
• Working knowledge of cash management sales, services and regulatory guidelines
• Knowledge of bank products, services, and operations
• Knowledge of finance and business principles
• Understanding of regulatory guidelines
• Working knowledge of cash management functions

Essential Mental & Physical Requirements:

• Ability to work under stress and meet deadlines
• Ability to operate a keyboard if required to perform the essential job functions
• Ability to read and interpret a document if required to perform the essential job functions
• Ability to travel if required to perform the essential job functions
• Ability to lift/move/carry approximately 20 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.