Treasury Management Sales Coordinator

Summary: The Treasury Management (TM) Sales Coordinator supports sales operational activities, facilitates client onboarding of treasury management services and potentially deposit products, along with assisting the TM Sales Director and TM Sales Consultants with ongoing client relationship management activities.

Responsibilities:

• Develop networking relationships with Branch Managers, Private Bankers, Loan Officers, and all other sales staff in the development of sales leads and referrals.
• Provide reciprocal referrals to branch and sales staff when customers indicate a need for banking services.
• Assist all TM Sales Consultants with referrals, paperwork, and sales staff when customers indicate a need for banking services.
• Responsible for the setup, training, and support of Merchant This includes training staff at business locations on features and uses of credit card equipment and acceptance procedures/regulations to meet Visa/MasterCard rules.
• Responsible for the preparation of paperwork, training, and support of Business Online Banking PLUS, Check Positive Pay, ACH Positive Pay, Remote Deposit Capture, ACH/Wire Origination, Lockbox, Remote Official Check and Account Analysis.
• Ensure compliance with any federal or other regulations or rulings pertaining to any treasury management products.
• Provide sales support to aid new client acquisition, acting as a liaison between the sales process and the onboarding process.
• Any additional duties or projects as assigned by senior manager.

Qualifications:

• High School Diploma or equivalent.
• Minimum 2 years' experience in financial services, bank operations or client services.
• Strong verbal and written communication skills.
• Basic level of treasury management experience or treasury management product knowledge.
• Must have a reliable vehicle and be willing to travel.
• Strong computer skills required (Microsoft Office - Word, Excel, and PowerPoint).

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)