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Treasury Management Sales Specialist

3 months ago

Tampa, United States ServisFirst Bank Full time
Job DescriptionJob Description

At ServisFirst, Our Name is Our Mission.

DUTIES AND RESPONSIBILITIES

The Treasury Management Sales Specialist is responsible for providing sales support and client training for all Treasury Management related products and services. This position provides training to other ServisFirst personnel on Treasury Management products and assists officers with prospect statement analysis in order to identify opportunities and highlight the potential value of Treasury Management products.

The incumbent will:

  • Attend sales appointments alone or with banking officers to assist with, close and immediately establish implementation/support relationship as it relates to Treasury Management Services
  • Assist Officers by conducting statement analysis for prospects to compare their current provider to services offered by ServisFirst
  • Process Treasury Management services agreements
  • Conduct client training (in person and via telephone) to demonstrate how to use all Treasury Management related systems
  • Install remote deposit scanners for new and existing clients
  • Respond promptly to client inquiries related to Treasury Management products and services
  • Communicate service/product updates to clients
  • Answer incoming technical support calls related to all Treasury Management products and equipment
  • Assist with and/or conduct yearly reviews for remote deposit and ACH clients
  • Conduct site visits for high-risk remote deposit clients to review their usage of the service and equipment
  • Conduct training for other ServisFirst personnel
  • Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies

Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job.

Note: Additional duties and responsibilities may be assigned


MINIMUM QUALIFICATIONS

  • High School diploma or equivalent; bachelor’s degree preferred
  • Two (2) years of experience in sales and customer support or related role
  • Experience in banking required
  • Experience in Treasury Management preferred
  • Excellent written and verbal communication skills, as demonstrated in a position documenting issues and providing instructions to customers
  • Proven ability to work with and encourage a wide range of customer abilities, from technically proficient to technically hesitant
  • Proficient with Microsoft Outlook, Word, Excel and PowerPoint
  • Experience using JAVA and Adobe software preferred
  • Experience making group presentations
  • Experience in a position requiring attention to detail and analytical ability
  • Excellent organizational skills and ability to multi-task, as demonstrated in a position requiring multiple objectives within deadline.

PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS

The physical requirements and environmental conditions of this position consist primarily of:

  • Sustained standing and sitting
  • Frequent use of PC, including typing or sustained attention to monitor
  • Occasional presentations requiring public speaking to small groups
  • Occasional lifting of basic office files or equipment up to 20 lbs
  • Normal office environment with comfortable internal temperatures and low level noise

EOE/AA