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First Bank and Trust Company · 3 months ago

Treasury Management Representative

Christiansburg, VA, US

Full-time

Onsite

Senior Level

5+ years exp

First Bank and Trust Company is hiring a Treasury Management Representative in Christiansburg, VA. The role involves building and maintaining relationships with commercial bankers and branch staff to enhance profitable commercial deposit relationships and providing expertise in the sales and service of commercial deposit products.

BankingFinanceFinancial Services

Responsibilities

Champion the region’s efforts in driving merchant services, remote deposit, cash manager, and deposits utilizing the Bank’s Treasury Management capabilities

Grow regional Treasury Management portfolio through new customer sales, expansion and retention of current customers as assigned by the VP Treasury Management Supervisor

Grow regional non-interest-bearing deposit accounts

Provide training and support for customers and retail staff in the area of Treasury Management activities

Train new customers on Treasury Management products and services

Provide service to customers after the sale to include but not be limited to hardware/technical problems, deposit issues, and chargebacks

Identify new business opportunities; make pre-planned (and joint) calls to potential new and existing customers

Develop and maintain customer relationships and understanding of bank products and services to ensure commercial banking relationships are fully developed and the customer’s ongoing needs are met

Serve as customer liaison with bank personnel to ensure compliance matters are adhered to

Actively seek new commercial customer and business opportunities through joint calling efforts, community involvement, and center of influence connections in the market

Assume responsibility for proper documentation and data integrity

Review and prepare monthly reports pertaining to sales activity

Stays informed about industry trends, competitor offerings, and emerging technologies

Prepare and present Treasury proposals and demonstrations as assigned

Represent the bank in the community to develop business and promote The First Bank and Trust products and services