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Form of workFor more than a century, First United has served the financial needs of our personal and business
customers throughout Maryland, West Virginia, Virginia and Pennsylvania. We care about our communities,
seek to understand what drives our customers and create customized solutions to meet their needs.
Our mission is to enrich the lives of our customers, coworkers and shareholders through an
unparalleled commitment to the client experience and passionate involvement in the community.
Job Reporting Relationships
Supervised by: Director of Deposit Services
Supervises: None
Basic Qualifications
Education/Training: A B.S. or B.A. degree in Marketing, Finance, or Business Management preferred, or equivalent experience normally required; obtain and maintain appropriate Bank Product Knowledge Certification.
Skill(s): Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations and communicative skills; sound knowledge of banking services and procedures; proficient PC skills; visual and auditory skills; valid driver's license.
Experience: A minimum of one to three (1-3) years' experience in related positions normally required, including a minimum of one (1) year experience in related bank sales positions.
General Responsibilities
Responsible for performing a variety of duties to support the Treasury Management business development function; develop, source, and grow business relationships to gather additional deposits. Manage Region's Merchant Service Referral Process to increase MID's and residual income. coordinating work within the department, as well as with other departments; reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information.
Essential Duties
1. Performs a variety of duties to support the Treasury Management business development function within the assigned region of the bank; including:
a. Solicits and grows new fee income and additional deposits from existing and prospective Treasury Management and Commercial clients through outside sales calls, telephone, and written communication.
b. Achieves and/or exceeds calling and sales goals; participates in trade shows, community events, and chamber functions, with a goal of increasing awareness and facilitating referrals.
c. Effectively communicates features and benefits of the bank's products and services to existing and prospective customers.
d. Conducts business seminars in conjunction with other sales units for the purposes of lead generation, increasing general awareness of the Treasury Management and Commercial Banking solutions, and identifying customers and prospects which offer growth opportunities for the company.
e. Acts as a primary point of contact to communicate benefits and features, answer questions, and coordinate and assist with installation of services.
f. Manage Region's Merchant Service Referral Process to increase MID's and residual income.
g. Conducts follow-up calls to existing clients and new customers to assure customer satisfaction and foster retention.
h. Actively participates in regional team sales meetings, and trains branch personnel as needed to identify prospective clients for Treasury Management and Commercial Banking solutions. Works with the Training Department in the development of training resources.
i. Responds to referrals from internal business partners; makes joint sales calls and presentations where applicable, as well as effectively transitions customers/prospects to appropriate sales units.
j. Reviews monthly scorecard and performance reports with manager, detailing business development activities and sales results for Treasury Management and other bank products, as well as deposits and fee generation.
k. Fosters relationships with Team Sales members to increase overall sales success of the company.
l. Conducts educational seminars for existing and prospective commercial clients on Treasury Management services.
m. Conducts all business development efforts in alignment with overall company strategy.
n. Participates in sales meeting as directed; including Commercial Staff, Regional TEAM Sales, Deposit Services Team Meetings, Regional SRA Meetings (as needed) and Retail Bank Sales meetings.
o. Maintains a high level of market area knowledge.
p. Performs other related duties as assigned.
2. Coordinates specific work tasks with other personnel within the department as well as with other departments in order to ensure the smooth and efficient flow of information.
3. Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place.
4. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
5. Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate bank personnel.
6. Responds to inquiries relating to his/her particular area, or to requests from customers, other bank personnel, etc., within given time frames and within established policy.
Ancillary Duties
1. Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.
Job Location
Various outside locations
Equipment/Machines
1. Automobile
2. Telephone
3. PC/Computer keyboard
4. Printer
5. Copy machine
6. Fax machine
7. Calculator
First United Bank & Trust is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. First United Bank & Trust is a drug-free workplace.
- Pay Type Salary
