What are the responsibilities and job description for the Treasury Services Relationship Banker position at Coastal States Bank?
Essential Position Responsibilities
This position plays a key role responsible for identifying, analyzing, selling and supporting cash management products and services to established business customers and targeted prospective corporate clients. The Treasury Services Relationship Banker will build and maintain a pipeline of customer opportunities and ensure customer satisfaction. The Treasury Services Relationship Banker contributes to the bank's deposit growth strategies and goals; generates additional revenue from the sale of cash management products and services. Regular travel is required as the position covers the Lowcountry region. Your responsibilities will include, but not be limited to:
This position plays a key role responsible for identifying, analyzing, selling and supporting cash management products and services to established business customers and targeted prospective corporate clients. The Treasury Services Relationship Banker will build and maintain a pipeline of customer opportunities and ensure customer satisfaction. The Treasury Services Relationship Banker contributes to the bank's deposit growth strategies and goals; generates additional revenue from the sale of cash management products and services. Regular travel is required as the position covers the Lowcountry region. Your responsibilities will include, but not be limited to:
- 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.
- Proactively 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 request for Treasury Management Products. Complete product demonstration, 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. Possess working knowledge of the Bank's products and services.
- Possess effective communication skills including good presentation and partnering skills.
- Maintain standards of professionalism, customer service, teamwork, attendance and punctuality.
- Maintain customer satisfaction and confidence by representing the bank in a positive manner, maintaining confidentiality, answering various questions and conducting business in a professional manner.
- Complete all mandatory training sessions as required by management.
- Comply with bank procedures and follow regulatory, operational and security guidelines.
- Contribute to the bank team effort by working on special projects and reports, performing other job-related duties, at the discretion of the Regional President.
- Self-Motivated and Team Oriented
- Responsive
- Provides Exceptional Customer Service
- High Attention to Detail
- Organizational and Time Management Skills
- Strong Ethics
- Advanced Technical Skills