Purpose of Position:  The incumbent is responsible for the implementation of Treasury Management (TM) products and services, working as a liaison between the sales staff and the client, developing and/or assisting with all aspects of new business. The incumbent supports new and existing business clients, traveling to client sites to provide on-site training, hardware installation, and service implementations in accordance with business needs. Provides the highest level of quality service to every customer.

Essential Functions:

• Assist TM bankers in meeting or exceeding stated sales and portfolio goals; work closely with bankers in performing all business development activities for both existing and new clients, including but not limited to preparation of proposals and comparative analysis
• Proactively serve as a liaison between the Bank’s vendors and clients by responding to inquiries and providing timely resolutions to problems
• Proactively support clients by solving problems, answering questions, performing general customer service and support, and working independently to identify needs
• Schedule installation and training with clients for products and services, utilizing telephone, webinar and/or onsite training options as appropriate; proactively offer client training when needed beyond implementation, especially in response to client struggles
• Produce and manage supply of marketing materials for TM products, working with others as appropriate; gather brochure packets for Bankers, incorporating specific items as requested
• Assist senior management by providing monitoring reports for the various TM applications and in developing/ maintaining operating policies; assist with maintaining implementation procedures and product/service guides
• Review account analysis statements with TM Bankers as needed, with awareness of client business needs and potential products offerings
• Submit product and service maintenance requests to the support staff for new and existing clients
• Act as a liaison between the client and internal departments
• Enter merchant services referrals into processing platform for account approval when setting up TM products
• Maintain merchant services records by reviewing referral submissions, ensuring accurate accounting and billing records, and merchant services revenue

Requirements:

• College degree or equivalent relevant experience
• Four or more years of customer service and sales experience in banking, preferably in merchant or treasury management services
• Working knowledge of implementation, servicing or operations experience in financial services; working knowledge of bank platforms, systems and products
• Strong working knowledge of Microsoft Office products, especially Word and Excel
• Excellent customer service skills, with strong emphasis placed on responsiveness
• Proven interpersonal and communication skills (written and verbal), exhibiting a high degree of professionalism, with the ability to effectively present information to a diverse customer base
• Proven attention to detail and accounting/balancing skills
• Ability to work independently, organizing and prioritizing tasks; ability to work under pressure and meet deadlines
• Proven analytical and problem-solving skills, with the ability to think critically, evaluate needs and develop a plan of action