• Treasury Management Sales and Service Specialist

    Progress Bank
    Job Description
    Department: Business Banking/Treasury Management
    Reports to: Treasury Management Department Manager
    Type: Full Time

    Job summary:
    The Treasury Management Sales and Service Specialist is responsible for taking a lead role in the sales efforts of Treasury Management products and services as well as successful implementation of new products and services. The Treasury Management Sales and Service Specialist will take a needs-based approach to selling to understand client needs and expectations and ensure that customer support needs and service levels are continuously met.

    Summary of essential job functions:
    • Development of new treasury management business, the expansion of existing business relationships and the servicing of customers.
    • Understand the client’s business and industry to provide the best solution.
    • Responsible for new sales and portfolio growth goals of Treasury Management products and services.
    • Responsible for identifying, analyzing, selling, and supporting Treasury Management services and products to existing and prospective business clients.
    • Manage sales process and complete/present proposals, proformas, and analysis for clients and prospects
    • Responsible for implementation and successful onboarding of new clients by ensuring clients receive exceptional service during the sales process, throughout training to effectively implement service and achieve maximum benefit and provide
    follow up contact to support a long- term relationship.
    • Work closely with Market Presidents and Account Officers on all prospects and clients.
    • Assist with providing sales support by completing documents, customer inquiries and support, and follow up.
    • Anticipate and address customer needs directly without supervision.
    • Communicates effectively to clients, potential clients, internal departments, and internal teams.
    • Complete necessary documentation, implementation on bank systems, and customer set up of TM products and services.
    • Travel outside base location may be required from time to time.
    • Provide support to manager with assistance with special projects as needed.
    • Performs all job duties in accordance with prescribed policies, procedures, and regulatory requirements, including, but not limited to, the Bank Secrecy Act and AntiMoney Laundering.
    • Performs other duties as assigned.

    Supervisory Requirements:
    None

    The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification and may not be all-inclusive. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. Job descriptions may be modified when deemed appropriate by management.
    Contact Information
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