Treasury Management Sales Officer

At ServisFirst, Our Name is Our Mission.

DUTIES AND RESPONSIBILITIES

The Treasury Management Sales Officer is responsible for developing business relationships with clients; promoting business for the Bank by providing exceptional quality customer service; and assisting in achieving established Bank goals through active participation in sales management as well as providing leadership, training and support to less experienced bank personnel. The Treasury Management Sales Officer will focus in particular on Treasury Management solutions, responding to referrals and serving as a subject matter expert in support of a full range of services offered to clients.

The incumbent will:

• 
  Establish and provide training and service programs to orient clients in the operation and maintenance of Treasury Management products
• Demonstrate services and products to prospects, when appropriate, through personal meetings or as part of a coordinated, multi-product sales presentation
• Serve as liaison between current and potential clients and the Bank to resolve questions regarding Treasury Management products and services
• Attend sales meetings and contribute as appropriate
• Keep abreast of changes which might affect sales in assigned territory
• Maintain account records, prepare sales call reports and ensure the accuracy of agreements
• Initiate client relationships and also accompany relationship sales officer/manager on selling missions
• Secure and renew orders, arrange delivery dates and coordinate order fulfillment of other cash management products
• Maintain contact with and service key accounts
• Promote satisfactory client relations via follow-up and check-in calls
• Work closely with bank personnel to ensure prompt service to clients
• Provide banking solutions to clients by cross-selling appropriate products
• Assist in preparation of proposals for new and existing contracts
• Visit clients within assigned territory and address engineering or servicing problems
• Conduct and/or attend Treasury Management departmental meetings
• Conduct supervisory responsibilities in accordance with the organization’s policies and applicable laws, including employee selection, appraisal, and management

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

• 
  Bachelor’s degree preferred
• Five (5) or more years of related experience
• Working knowledge of Microsoft Outlook, Word, Excel and PowerPoint
• Previous Internet Banking and Deposit Operations experience preferred
• Knowledge of bank operations and products as well as basic accounting
• Excellent customer service skills
• Ability to problem solve client challenges with varying degrees of complexity.

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