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Form of workPOSITION SUMMARY: Responsible for providing Sales Support and client service. Provides Sales Support to SFG Deposit Sales Representatives and client support to SFG Deposit Clients. Also, works closely with SFG Relationship Officers regarding SFG Deposit and Treasury Services matters.
ESSENTIAL REQUIREMENTS:
- Services SFG Deposit Client and SFG Relationship Officer inquiries and provides “private banking level” transaction service and communication.
- Assists with implementation, training and follows up on cross selling opportunities.
- Originates and properly processes account/product set up documentation on a timely basis.
- Fully supports the marketing efforts of SFG Deposit Sales Representatives.
- Assists SFG Deposit Sales Representatives with tracking of referrals, status of prospect pipeline, status of implementation of treasury services products.
- Prepares and makes recommendations to management on a regular basis to assist business clients.
- Reviews and researches requests for management.
- Completes all compliance and product training (including quarterly Treasury Services Department meetings and internal product training) related to the position.
- Must understand all applicable laws and regulations that apply to the position and remain compliant with them.
NON-ESSENTIAL FUNCTIONS:
Performs all other duties as assigned.
EXPERIENCE/SKILLS: Two (2) or more years banking experience preferred.
- Prior treasury services experience preferred.
- Proficient knowledge of business deposit accounts, certificates of deposit, money market accounts, wires, BBO, Remote Deposit, ACH, merchant card processing and corporate credit cards.
- Able to occasionally work on weekends to support West Coast SFG activities or special projects.
- Good PC skills--proficiency in Microsoft Word, Excel and PowerPoint.
- High degree of self-motivation and ability to work independently.
- Outstanding client interaction, sales and service skills.
- Excellent written and verbal communication skills.
- Strong time management and prioritization skills.
- Able to work under time deadline pressures.
- Ability to work in a high energy, fast paced and cross functional, team environment.
- Ability to maintain high levels of confidentiality.
EDUCATION: Bachelor’s degree preferred.
TRAVEL REQUIREMENTS: Ability to travel for meetings, projects, training or seminars if needed.
PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
EQUIPMENT: MS Office PC, fax, phone and standard office equipment.
