ServisFirst Bank · 2 months ago
Treasury Management Sales Officer
Birmingham, AL, US
Full-time
Onsite
Senior Level
5+ years expServisFirst Bank is dedicated to providing exceptional quality customer service and developing business relationships with clients. The Treasury Management Sales Officer will focus on Treasury Management products, providing leadership and training to less experienced personnel while ensuring compliance with regulations and policies.
BankingFinanceFinancial Services
Responsibilities
Establish and provide training and service programs to orient clients in the operation and maintenance of Treasury Management products
Demonstrate services and products to prospects, when appropriate, through personal meetings or as part of a coordinated, multi-product sales presentation
Serve as liaison between current and potential clients and the Bank to resolve questions regarding Treasury Management products and services
Attend sales meetings and contribute as appropriate
Keep abreast of changes which might affect sales in assigned territory
Maintain account records, prepare sales call reports and ensure the accuracy of agreements
Initiate client relationships and also accompany relationship sales officer/manager on selling missions
Secure and renew orders, arrange delivery dates and coordinate order fulfillment of other treasury management products
Maintain contact with and service key accounts
Promote satisfactory client relations via follow-up and check-in calls
Work closely with bank personnel to ensure prompt service to clients
Provide field technical services to clients in compliance with service contract requirements
Provide banking solutions to clients by cross-selling appropriate products
Assist in preparation of proposals for new and existing contracts
Visit clients within assigned territory and address engineering or servicing problems
Conduct and/or attend quarterly Treasury Management departmental meetings
Conduct supervisory responsibilities in accordance with the organization’s policies and applicable laws, including employee selection, appraisal, and management
Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies
Qualification
Required
Five (5) or more years of related experience
Working knowledge of Microsoft Outlook, Word, Excel and PowerPoint
Knowledge of bank operations and products as well as basic accounting
Excellent customer service skills
Ability to deal with difficult issues involving multiple facets and variables in non-standardized situations
Preferred
Bachelor's degree preferred
Intermediate experience, knowledge and training in branch operation activities, terminology and products and services relating to retail and commercial account customers preferred
Previous Internet Banking and Deposit Operations experience preferred
Company
ServisFirst Bank
ServisFirst Bank is a full service commercial bank focused on commercial banking, correspondent banking, cash management, private banking and the professional consumer market, emphasizing competitive products, state of the art technology and a focus on quality service.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$119.34M2020-10-27Post Ipo Debt· $34.75M
2017-11-17Post Ipo Debt· $30M
2015-07-15Post Ipo Debt· $34.75M
Leadership Team
Angel Stinson
Senior Vice President/Senior Credit Officer
Jim Holtkamp
Executive Vice President, C.E.O.
Recent News
2026-01-21
2025-12-16
GlobeNewswire
2025-12-16
Company data provided by crunchbase