POSITION:                                           Treasury Services Sales Representative

REPORTS TO:                                     Treasury Services Manager

REPORTS TO THIS POSITION:          None     

FLSA STATUS:                                    Non-Exempt

ROLE SUMMARY:

This position provides sales and administrative support to the Treasury Services Team. 

SPECIFIC JOB FUNCTIONS (DUTIES/RESPONSIBILITES):

• Assist Treasury Services Sales Specialist(s) with analysis pricing and completion of RFP’s for Public Bids.
• Organize, maintain and image as necessary Treasury Services department files.
• Order and maintain a supply of Payroll cards for distribution to local customers; ensure Treasury Services Sales Specialists maintain appropriate inventory locally to support customer needs.
• Register Payroll Cards as needed for new customers, may involve onsite visit to place of business.
• Order and ensure delivery of Treasury Services service related equipment to customers.
• Schedule customer appointments for Treasury Services Sales Specialists as requested.
• Be familiar with all treasury services, and knowledgeable of less complex services such as Bill Pay and Payroll Cards.
• Serve as market based sales associate for small, less complex customer relationships as needed, including facilitating maintenance requests for Regional based Treasury Services Specialists 
• Complete enrollment forms, approvals and other documents to facilitate new treasury set/ups and prepare for delivery to TS set/up team 
• Keeps Accounts and Services Workbook updated with customer information 
• Complete Analysis Workbooks as needed 
• Respond to Treasury Services Sales Specialist with inquiries as needed for Treasury Services set-ups.
• Support in person Training events for customers as required 
• Facilitate all in person RDC site visits as required 
• Participate in special projects for Treasury Services department as assigned.

JOB REQUIREMENTS:

KNOWLEDGE/SKILLS/ABILITIES REQUIRED:

• Ability to work independently with expected supervision and oversight.
• Possess the necessary interpersonal skills needed to communicate effectively and maintain a friendly, courteous and professional manner.
• Ability to make sound decisions within proper authority and use good judgment based on policy and procedures.
• Be able to determine when to act independently and when to refer situations to a higher authority.
• Proficient in Microsoft Word, Excel, PowerPoint, Outlook and internet based applications.
• Excellent communication, both orally and in writing; good listening skills.
• Ability to comprehend and follow instructions in a timely manner.
• Maintain a professional and pleasant manner even with distractions and under deadlines.
• Must be able to organize daily work flow.
• Maintain a professional appearance and work area.
• Local and out of state travel may occasionally be required.

EDUCATION/EXPERIENCE REQUIREMENTS:

• High School diploma or general education degree (GED) or equivalent.
• Minimum of two years’ experience in an administrative support role or working in a banking environment.
• Capable user of standard office equipment/software applications.
• Ability to prioritize multiple customer requests with effectiveness and efficiency