Treasury Solutions Inside Sales Officer

The Treasury Solutions Inside Sales Officer will be responsible for effectively working and managing the internal lead process for a specific market or geographical area within the treasury management services to existing and prospective clients, either in conjunction with Managers or on an individual basis, achieving deposit and fee income goals and solidifying customer retention efforts by providing a superior level of relationship management and customer service.

This position must be a team player, have the ability to work under pressure, have a professional image, and be able to resolve problems and conflicts. Also, this position, must possess strong and advanced business communications skills, such as advanced writing, listening, delivering sales proposals, and have basic office and mathematics skills, and customer service skills. Possession of professional skills such as report writing, basic statistics, effective presentation skills and creative skills will be required.

Markets listed are the preferred office location but other locations within the Renasant footprint may be considered based upon convenience and business necessity.

RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER

Responsibilities

• Support the Inside Sales Manager with sales management, presentations, reports, collateral review and design, product review and enhancements, analysis of markets, portfolios, revenue, profitability, pricing, and other duties as requested
• Responsible for the sales of Treasury Management solutions to clients and prospects received through the internal lead process for a specific market or geographical area
• Maintain up to date and thorough knowledge of cash management sales programs, products and services, as well as applicable federal and state regulatory and compliance requirements
• Ability to thoroughly assess customer needs and understand customer requirements, translating into sales deliverables across a wide array of cash management products and technologies
• Detailed functional and technical knowledge of existing and developing cash management services, documentation, and Internet technologies
• In-depth working knowledge of all products, services, and programs with demonstrated sales and business development skills
• Strong ability to maintain and manage personal composure when confronted with a difficult situation and/or customer with the ability to provide information, data, advice, and solutions, as well as gain trust and respect
• Excellent listening, verbal, written, and business communication skills delivered in person, via phone, or email, including effective questioning strategies, negotiations skills, presentation techniques, and training delivery skills; with the ability to read, write, speak and understand English well
• Demonstrated organizational and time management skills with the ability to effectively multitask, complete assignments, and meet deadlines in a timely manner
• Ability to work independently, under limited direction/supervision, exercising independent judgment, referencing available resources, and demonstrating a high level of accuracy and attention to detail
• Unquestionable integrity and demonstrated ability to maintain confidentiality in handling sensitive and confidential information required
• Perform other related duties as assigned
  
  
  

Qualifications

• A high school diploma or equivalent required; Bachelor’s degree in Finance, Business, or Economics is preferred
• A minimum of 5 years of experience in banking with treasury product sales or related client support
• Ability to develop rapport easily with clients, peers, and internal partners
• Detailed oriented
• Advanced written and verbal communication skills
• Strong financial acumen and analytics skills
• Ability to utilize various systems and software, including but not limited to Microsoft Office products
• Ability to develop presentations and deliver presentations to groups of various sizes
• Mathematical skills
• Customer service skills
• Ability to work with others as a team
• Ability to organize and prioritize to achieve goals
• Ability to resolve questions and issues with little supervision
• Ability to understand and apply policies and procedures and federal/state regulations
  
  
  

Physical Demands

The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.

Work Environment

The Bank’s professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank’s employees, customers, and assets.

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word “May”.

This job description is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.

This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.