Treasury Management Virtual Sales Banker

Treasury Management Virtual Sales Banker - Capital City Bank - More than your bank. Your banker.

Hours

Monday - Friday 40 Hours

General Summary

The Treasury Management (TM) Virtual Sales Banker is responsible for using an in-direct/consultative approach to the sale of Treasury Management Solutions to Capital City Bank clients & prospects. The Virtual TM Sales Banker must act as a strategic business partner to bankers throughout the designated CCB footprint and facilitate Treasury solutions sales to varying clients/prospects. In addition, the Virtual TM Sales Banker will manage a large portfolio of clients, which will require them to have a strategic customer first-oriented approach in all client interactions. The TM Sales Banker is charged primarily with growing fee and deposit income across their aligned portfolio.

All associates at Capital City Bank have access to confidential client information and must practice discretion at all times.

Principle Duties and Responsibilities

• Associate will be responsible for utilizing a strategic & consultative sales approach, utilizing knowledge of working capital/enterprise value and risk mitigation strategies to drive sales opportunities and achieve/exceed revenue and portfolio growth objectives. Associate will identify, strengthen and expand on client relationships, and will be responsible for a portfolio of varying levels of clients/prospects (small business, commercial, corporate and institutional). Associate must foster relationships with aligned bankers to collaborate on opportunities and engage in strategic client planning to grow overall bank revenue. Position requires a coordinated effort with other bank divisions to identify and cross sell Bank products and services. Associate will utilize experience, judgment, bank tools and deliver the overall departmental strategy to meet goals. This position entails a phone based approach with minimal/pre-arranged travel throughout the aligned Capital City Bank markets. Associate will have individual sales goals for deposit production, Treasury Management fee income sales as well as behavioral metrics as part of their product plan. This position will also be responsible for seeing new sales through the documentation, implementation, pipeline management and revenue generation phase of the sales process.
• Employer determines the essential functions of the job.
• All associates must understand and adhere to the non-negotiable Banker Standards and commit to practicing SGNNT at all times. Associates will consistently follow policies and procedures as established by Capital City Bank, with department managers setting the standard.
• Associated Duties
• Provides additional support to manager and department colleagues.
• Completes all assigned/required Bank training within established timelines.

Knowledge, Skills and Abilities

The following KSAs are usually acquired through work experience and/or specialized course(s):

Two year degree 2+ years Treasury Management or Financial Instrument sales; CTP, AAP, CCM designation not necessary but highly preferred; business development background with proven sales record; excellent oral and written communication skills; client calling and presentation skills are required; proficiency in Treasury Management products and services. Some combination of Treasury Management sales and Commercial Banking experience may be considered.

Education

Four year college degree required (business, finance or accounting preferred). MBA or other graduate degree preferred.

Working Conditions

1. Professional office environment.
2. Minimal driving as required by position.
3. Makes Phone/Virtual Based business calls to clients and prospects.
4. After hours and civic involvement will be required.
5. In the rare instance of a major or extensive natural disaster, epidemic or pandemic occurrence, or other disruption within our footprint, it may be necessary for associates to relocate or telecommute before, during or after, to ensure business continuity.

Capital City Bank associates are our greatest asset. We offer the following benefits:

• Medical, Dental and Vision
• Life Insurance
• 401(k) with Matching
• Flexible Spending Accounts
• Tuition Assistance
• Stock Purchase
• Discounts on Products and Services

EOE/Protected Veterans/Disabled/Drug Free

The above declarations are not intended to be an “all-inclusive” list of the duties and responsibilities of the job described nor are they intended to be such a listing of the skills and abilities required to do the job. Rather, they are intended only to describe the general nature of the job.

THIS JOB DESCRIPTION DOES NOT CONSTITUTE AN EMPLOYMENT AGREEMENT. This job description does not restrict Capital City Bank from the ability to assign, reassign or eliminate duties and responsibilities of this job at any time. This job description describes the current assignment of essential functions. These functions may change at any time as the needs of the Bank or department change or for other reasons deemed appropriate.