Treasury Services Specialist II

Position: Treasury Services Specialist II                                                                                                                                                    

Reports To: Treasury Services Sales Team Leader

Reports To This Position: None 

FLSA Status: Exempt

Role Summary:   

Responsible for direct sales of new treasury services products that are moderate to complex in nature. Act as single point of contact for assigned business customers, expansion of existing business relationships, and the retention of customers. The Treasury Services Specialist will be responsible for selling the products and services related to treasury services; developing an understanding of the core processing system and the various modules attached to that system. This associate will ensure the treasury services products are implemented and working efficiently and effectively for their customers; working closely with IT, Bank Operations, Electronic Delivery, Commercial Lending and Retail Sales to meet all customer needs. Associate will coordinate between the departments, as well as with customers; reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information. May also provide/refer other banking services as needed by customers.

Specific Job Functions (Duties/Responsibilities):

• Solicit and call on prospects and clients for Southern Bank Treasury Services.
• Analyze client needs and make proposals for new and enhanced treasury services offerings to clients.

• Recommend products, procedures or services that may streamline the customer’s interactions
• Operate efficiently, execute with precision on complex client requests and request support as necessary to build and strong client relationships
• Insure all treasury services offerings comply with Bank policy and all applicable laws and regulations with appropriate risk management oversight

• Support Bank business development efforts
  • Make joint calls on large or unusual  customers in support of calling officer efforts
  • Actively seek, sale and onboard new commercial customers with treasury services; cross-refer to other lines of business calling officers for relevant product assistance
  • Maintain current knowledge of all Bank services and products.
• Proactively manage and service assigned market areas.  
  • Meet or exceed assigned sales and service goals
  • For assigned markets, serve as product expert for all treasury services front end systems, products, services
  • Participate in treasury services product training for customers as required
  • Ensure timely and effective escalation and remediation of issues
  • Ensure sound risk decisions commensurate with the business unit risk appetite is applied
• Perform other duties as assigned

JOB REQUIREMENTS:

Knowledge/Skills/Abilities Required:

• The ability to effectively manage established business development process - schedule, prepare for and conduct professional business development calls on customers and prospects
• Current knowledge of the Treasury Services industry, services and process – ability to analyze commercial and small business liquidity/cash control needs and requests
• Knowledge of applicable lending and depository laws and regulations and related industry policies
• Ability to work with limited supervision, and seek assistance as needed                 
• Personal credibility and the ability to sell Bank products and services
• Excellent oral and written communications skills; strong sales presentation experience

Education/Experience Requirements:

• Bachelor’s degree in business or a related field preferred
• 2-5 years of treasury services sales and service experience
• 3-5 years banking or private banking experience required
• 1-4 years achieving personal business development targets met or exceeded  
•  Certified Treasury Professional (CTP) credential preferred
• Superior analytical skills; ability to analyze new and existing relationships
• Excellent verbal and written communication skills and excellent presentation skills
• Ability to effectively manage time and to manage multiple priorities with minimal direct supervision
• Ability to work as an individual contributor while maintaining partnership with other team members
• Superior customer relations skills. Must be able to establish and maintain a high level of credibility with all levels of internal staff and external customers.