• Assists the treasury management sales officer (TMSO) in the development and preparation of client proposals, marketing materials, pricing proformas and requests for services. Adheres to all published turnaround time schedules.
• Distributes for signature and processes completed treasury management service documents and agreements based upon information obtained from the Treasury Management Sales Officer, line officer and/or client. Coordinates product testing and training for the client. Provides confirmation upon product setup.
• Assists both internal and external clients with product and implementation questions. Provides or coordinates technical support to clients concerning product usage and functionality. Responds or coordinates the response to customer requests regarding treasury management products/services. Acts as an escalation point of contact for both internal and external clients for the coordination of a treasury management service issue.
• Provides phone sales and onsite sales support, under the direction of the Treasury Management Sales Officer (TMSO), for the assigned territory for treasury management products and services. Activities generally include, but are not limited to, assessing client/prospect needs to recommend solutions designed to reduce client costs and/or client’s cash flow operations, and referring client/prospect to appropriate channels (e.g., Sales Officers, Client Services, Implementation, etc.). Assist assigned TMSO as backup for onsite sales calls as schedule permits.
• Attend treasury management sales and product meetings and contribute as appropriate. Supports sales objectives that are consistent with overall division objectives.
• Maintains positive relationships with all units within the bank by providing product/service information and supporting the line unit’s business development and client retention efforts.
• May attend regional/banking office meetings to present product/service information or conduct line officer training activities at the request of sales officer as schedule permits.
• Participates on special projects or task forces as requested.
• Maintains an awareness of market conditions and customer buying criteria and provides current information that may be used in the development and/or delivery of treasury management services to the appropriate manager.
• Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).

Must-Have*

• Minimum of 6 plus years of general banking experience or equivalent training
• Minimum of 6 plus years of Microsoft Office Suite (Excel, PowerPoint, etc.)
• Minimum of 6 plus years of Treasury Management and/or Commercial Card, Sales, Support or Operations experience

Skills and Knowledge

• Preferred degree from a four year college or university with concentration in a discipline directly related to the financial services industry or equivalent job experience.
• Sufficient experience in the banking industry showing an understanding of basic banking operations and treasury management processes.
• Strong written and verbal communications skills.
• Ability to gather, compile, analyze, interpret, summarize and evaluate information and data to formulate conclusions and recommended actions.