Treasury Management Sales Representative

Job Description

Job Title: Treasury Management Sales Representative

Department: Treasury Management

Reports to: Treasury Management Sales Manager

FLSA Status: Non-Exempt

Expectations for All Team Members: Supports Legends Bank’s Mission, Vision, and Values by demonstrating the following characteristics and behaviors with team members, customers, and communities we serve.

L – Lead; E – Engage; G – Grow: E – Excel; N – Notice; D – Do; S – Serve

Summary/Purpose:

As the Treasury Management Sales Representative, you will have a strong Treasury Management, Merchant Services and payments background. You will ensure legendary customer service is provided by delivering a consultative sales approach to help business clients assess their payment needs and deliver solutions that solve those needs. You will collaborate closely with internal teams to provide legendary service to increase customer retention resulting in non-interest income and deposit growth. You will become a subject matter expert in the Bank’s current Treasury Management and Merchant Services suite of products, and proactively monitor emerging trends and technologies. You will cultivate relationships with business clients to ensure service needs are met to foster long-term retention.

Essential Duties and Responsibilities: include the following. Other duties may be assigned.

• Responsible for the sale of Treasury Management and Merchant Service solutions to new clients and retention of current client relationships to ensure the department continues to grow.

• Identify and develop Treasury Management and Merchant Services sales opportunities through various channels, such as cold calling, networking, and referrals.
• Meet and exceed objectives and goals in business development, client retention, deposit growth, fee income, cross sales, referrals, client satisfaction and knowledge of treasury management solutions.
• Understand the customer’s business environments, strategies, and industry to provide the best solution for their situation through a consultative approach.
• Prepare sales presentations, explain services offered, and recommend services to benefit client needs.
• Identify opportunities to cross-sell other products and services.
• Create and maintain a loyal consultant role for customers, prospects, and employees.
• Support the bank's strong relationship banking culture through on-going customer contact, quality customer service and superior product knowledge.
• Provide technical and operational support to customers.
• Collaborate with retail and commercial teams to cross-sell bank's treasury management products.
• Partner with Electronic Banking team to ensure implementations and on-going customer support are in line with sales goals along with assisting in treasury management annual reviews.
• Maintain a high level of awareness and understanding of existing and new payment processing technologies, as well as industry, Bank, and client changes and trends.
• Perform special projects as assigned.

Required Skills and Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION AND/OR EXPERIENCE

High School diploma or equivalent. 2 years Treasury Management sales experience required. 2 years of Merchant Service sales experience preferred. Accredited ACH Professional, Accredited Payments & Risk Professional certifications, and/or Certified Payments Professional preferred.

KNOWLEDGE, SKILLS, and ABILITIES:

• Team player and team builder with exceptional interpersonal and collaboration skills

• Excellent time management, organization, and negotiation skills
• Must be self-motivated with a proactive approach.
• Must be dependable and work independently.
• Knowledge of payment processing and technology and awareness of industry trends
• Exceptionally customer focused and customer centric.
• Excellent verbal and written communication and presentation skills
• Strong attention to detail, organization, and follow-through skills.
• Technically savvy with a deep understanding of Treasury Management and Merchant Services products and services
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint) products
• Maintain a respectful, courteous work environment free of unlawful discrimination and
  harassment of any kind.
• Have a passion for technology.
• Strong problem-solving, analytical, research and decision-making abilities are required.
• Take ownership of errors and find ways to correct them appropriately.
• Must be able to multitask and can be flexible in adapting to change.
• Ability to organize and prioritize work.
• Ability to identify opportunities to support customer needs.
• Ability to travel.
• Perform additional responsibilities as assigned.

Working Conditions:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.

• While performing duties of position, employee is regularly required to sit, stand, walk, talk and hear.

• Requires regular use of hands, arms, and fingers.
• Includes some bending, reaching and occasionally lifting and/or moving up to 25 lbs.
• Specific vision abilities required by this job include close, distance, color, depth perception, peripheral vision, and the ability to focus.
• The noise level in the environment is usually minimal.

• Ability to travel to branches within bank footprint or customer locations as needed.
• Ability to travel to post office and transport sensitive information.
• Ability to use facsimile, photocopier, and other general office equipment frequently.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Job Description

Job Title: Treasury Management Sales Representative

Department: Treasury Management

Reports to: Treasury Management Sales Manager

FLSA Status: Non-Exempt

Expectations for All Team Members: Supports Legends Bank’s Mission, Vision, and Values by demonstrating the following characteristics and behaviors with team members, customers, and communities we serve.

L – Lead; E – Engage; G – Grow: E – Excel; N – Notice; D – Do; S – Serve

Summary/Purpose:

As the Treasury Management Sales Representative, you will have a strong Treasury Management, Merchant Services and payments background. You will ensure legendary customer service is provided by delivering a consultative sales approach to help business clients assess their payment needs and deliver solutions that solve those needs. You will collaborate closely with internal teams to provide legendary service to increase customer retention resulting in non-interest income and deposit growth. You will become a subject matter expert in the Bank’s current Treasury Management and Merchant Services suite of products, and proactively monitor emerging trends and technologies. You will cultivate relationships with business clients to ensure service needs are met to foster long-term retention.

Essential Duties and Responsibilities: include the following. Other duties may be assigned.

• Responsible for the sale of Treasury Management and Merchant Service solutions to new clients and retention of current client relationships to ensure the department continues to grow.

• Identify and develop Treasury Management and Merchant Services sales opportunities through various channels, such as cold calling, networking, and referrals.
• Meet and exceed objectives and goals in business development, client retention, deposit growth, fee income, cross sales, referrals, client satisfaction and knowledge of treasury management solutions.
• Understand the customer’s business environments, strategies, and industry to provide the best solution for their situation through a consultative approach.
• Prepare sales presentations, explain services offered, and recommend services to benefit client needs.
• Identify opportunities to cross-sell other products and services.
• Create and maintain a loyal consultant role for customers, prospects, and employees.
• Support the bank's strong relationship banking culture through on-going customer contact, quality customer service and superior product knowledge.
• Provide technical and operational support to customers.
• Collaborate with retail and commercial teams to cross-sell bank's treasury management products.
• Partner with Electronic Banking team to ensure implementations and on-going customer support are in line with sales goals along with assisting in treasury management annual reviews.
• Maintain a high level of awareness and understanding of existing and new payment processing technologies, as well as industry, Bank, and client changes and trends.
• Perform special projects as assigned.

Required Skills and Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION AND/OR EXPERIENCE

High School diploma or equivalent. 2 years Treasury Management sales experience required. 2 years of Merchant Service sales experience preferred. Accredited ACH Professional, Accredited Payments & Risk Professional certifications, and/or Certified Payments Professional preferred.

KNOWLEDGE, SKILLS, and ABILITIES:

• Team player and team builder with exceptional interpersonal and collaboration skills

• Excellent time management, organization, and negotiation skills
• Must be self-motivated with a proactive approach.
• Must be dependable and work independently.
• Knowledge of payment processing and technology and awareness of industry trends
• Exceptionally customer focused and customer centric.
• Excellent verbal and written communication and presentation skills
• Strong attention to detail, organization, and follow-through skills.
• Technically savvy with a deep understanding of Treasury Management and Merchant Services products and services
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint) products
• Maintain a respectful, courteous work environment free of unlawful discrimination and
  harassment of any kind.
• Have a passion for technology.
• Strong problem-solving, analytical, research and decision-making abilities are required.
• Take ownership of errors and find ways to correct them appropriately.
• Must be able to multitask and can be flexible in adapting to change.
• Ability to organize and prioritize work.
• Ability to identify opportunities to support customer needs.
• Ability to travel.
• Perform additional responsibilities as assigned.

Working Conditions:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.

• While performing duties of position, employee is regularly required to sit, stand, walk, talk and hear.

• Requires regular use of hands, arms, and fingers.
• Includes some bending, reaching and occasionally lifting and/or moving up to 25 lbs.
• Specific vision abilities required by this job include close, distance, color, depth perception, peripheral vision, and the ability to focus.
• The noise level in the environment is usually minimal.

• Ability to travel to branches within bank footprint or customer locations as needed.
• Ability to travel to post office and transport sensitive information.
• Ability to use facsimile, photocopier, and other general office equipment frequently.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.