Hybrid Treasury Management Sales & Service Specialist en Security Federal Savings Bank

Description

Summary: 

The Treasury Management Sales and Service Specialist is responsible for generating new deposits, revenue, and referrals through the sales of SFSB’s treasury management services within the entire SFSB footprint. This position will work closely with peers and other internal departments (commercial loan officers, branch staff, trust, investments, etc.) to identify cross-selling opportunities and solutions with our current customers as well as sourcing new treasury management opportunities.  Develops detailed understanding about client’s financial and operational processes, key decision criteria, technology, and the competition in support of delivering powerful proposals and presentations resulting in winning new business. Maintains a thorough knowledge of products and services to ensure that all customer needs are identified and met by making appropriate recommendations. Serves as a trusted advisor to our customers and community to ensure a thorough and timely service delivery process.

Specific Job Functions:

1. Compliance

a. Responsible for knowing and complying with all Bank policies and procedures that apply to the position.

b. Responsible for knowing and complying with   all Federal Regulations that apply to the position, including the   BSA/AML/OFAC and CIP Program.

c. Responsible for maintaining, enhancing, and   reviewing Bank’s policies and procedures related to Treasury Management on an   annual basis.

2. Sales Responsibilities

a. Ability to work independently and partner with peers and other internal departments   (commercial loan officers, branch staff, trust, investments, etc.)  to develop new and deepen existing   customer relationships.

b. Generate new business by identifying market opportunities through cold calls, warm calls, and referrals.

c. Responsible for meeting sales goals for Deposits, Treasury Management product and   other Bank products and service cross-sales.

d. Responsible for the development of a targeted list of prospects to consistently call on and will be expected to refer lending opportunities when discovered.

e. Responsible for cross-selling other bank services to individuals, corporations, and government entities.

f. Provide consultative services recommending operational changes and Treasury Management solutions to improve customer business operations and working   capital.

g. Deepen   established customer relationships through regular check-in calls to ensure   Treasury Management solutions are meeting their needs. Identify and implement additional solutions that will help customers improve business   operations.

h. Serve as a primary liaison for the support and installation of cash management systems.

i. Ensures successful implementation of new Treasury Management products and services while proactively looking for updates   and enhancements to the existing products and services.

j. Analyze, interpret, evaluate, price, and determine profitability of prospective new clients.

k. Supports   the Bank’s treasury management services offered to commercial customers such as:   Electronic, Banking, Cash Management products, Remote Deposit Capture, Merchant   Services, Positive Pay, Autobooks, etc.

3. Service and Account Maintenance

a. Responsible for monitoring   and completing all annual reviews.

b. Maintain   the adequate process for accurate and timely account maintenance.

c. Support   existing customers by providing exceptional customer service during ongoing   service requests.

d. Provide feedback and clear communication to   all customers and SFSB staff members on how to enhance the overall experience.

4. Industry Knowledge Enhancement

a. Responsible for staying informed of new developments in the Treasury Management   industry.

b. Maintain an in-depth knowledge and serve as subject matter expert on all bank Treasury   Management products, system abilities, industry best practices, procedures, applications, agreements,   enrollment forms, and associated risks.

c. Maintain   and enhance industry knowledge via conferences, industry periodicals, market   segment studies, focus groups, etc.

d. Understand competitor capabilities and gaps, and how to position Bank solutions against them.

5. Reporting, Results, Education

a. Maintain and update activities via Bank’s   designated CRM platform for tracking and reporting purposes. 

b. Prepare monthly sales and pipeline reports to review with management.

c. Maintain   the record and complete all relevant annual reviews.

d. Ensure that   all relationships are compliant, and all documentation saved in appropriate   Bank designated storage software. 

e. Assists   with all internal and external Bank audits and exams. 

f. Educate and advise Bank employees on Treasury Management solutions.

6. Community Reinvestment

a. Represent and promote Security Federal at community functions to establish and develop relationships   and to build a referral network.

b. Maintain involvement in various community activities and organizations to enhance recognition of the SFSB brand.

c. Maintain a strong knowledge of the communities served including new and established businesses.

d. Maintain a close relationship with non-profit   and municipal organizations in communities within SFSB footprint. 

e. Develop and maintain a referral network with centers of influence.

7. Additional Responsibilities

a. Performs other duties as directed by supervisor.

Requirements

Job Requirements:

· High School Diploma or GED equivalent required; Bachelor’s degree in business or communications field preferred

· Minimum of 2 or more years of practical and progressive experience in banking, sales, or other related industry; 2 years of practical and progressive experience in Treasury Management preferred

· Thorough understanding of various Treasury Management solutions and how they can help clients improve working capital

· Maintain and enhance Bank’s policies and procedures related to Treasury Management

· Must demonstrate proficiency, as well as maintain and enhance industry knowledge via conferences, industry periodicals, market segment studies, focus groups, etc.

· Create Bank’s brand awareness through all SFSB markets

· Excellent communication skills (written, verbal, and listening)

· Ability to develop relationships and implement systems

· Ability to work independently, as well as to be part of a team

· Ability to maintain confidentiality and adhere to the institution’s privacy policies

· Detail oriented with strong time management and organizational skills

· High level of integrity

· Self-motivated/takes initiative

· Performance driven and can meet sales targets and production goals

· Ability to document and keep sales records via CRM tool (Synopsys)

· Strong Windows-based PC and software skills (Word, Excel, Power Point, Outlook, etc.)