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Southern Bank and Trust Company · 1 month ago

Treasury Services Specialist II

North Carolina, Mount Olive, NC, US

Full-time

Onsite

Mid Level

3+ years exp

Southern Bank and Trust Company is looking for a Treasury Services Specialist II to manage direct sales of treasury services products. The role involves acting as the main contact for business customers, expanding relationships, and ensuring efficient implementation of treasury services.

Angel InvestmentBankingFinanceFinancial ServicesReal Estate InvestmentVenture CapitalWealth Management

Responsibilities

Solicit and call on prospects and clients for Southern Bank Treasury Services

Analyze client needs and make proposals for new and enhanced treasury services offerings to clients

Recommend products, procedures or services that may streamline the customer’s interactions

Operate efficiently, execute with precision on complex client requests and request support as necessary to build and strong client relationships

Insure all treasury services offerings comply with Bank policy and all applicable laws and regulations with appropriate risk management oversight

Support Bank business development efforts

Make joint calls on large or unusual customers in support of calling officer efforts

Actively seek, sale and onboard new commercial customers with treasury services; cross-refer to other lines of business calling officers for relevant product assistance

Maintain current knowledge of all Bank services and products

Proactively manage and service assigned market areas

Meet or exceed assigned sales and service goals

For assigned markets, serve as product expert for all treasury services front end systems, products, services

Participate in treasury services product training for customers as required

Ensure timely and effective escalation and remediation of issues

Ensure sound risk decisions commensurate with the business unit risk appetite is applied

Perform other duties as assigned

Qualification

Treasury Services knowledgeSales experienceAnalytical skillsCertified Treasury ProfessionalBanking experienceCustomer relations skillsCommunication skillsTime management

Required

The ability to effectively manage established business development process - schedule, prepare for and conduct professional business development calls on customers and prospects

Current knowledge of the Treasury Services industry, services and process – ability to analyze commercial and small business liquidity/cash control needs and requests

Knowledge of applicable lending and depository laws and regulations and related industry policies

Ability to work with limited supervision, and seek assistance as needed

Personal credibility and the ability to sell Bank products and services

Excellent oral and written communications skills; strong sales presentation experience

2-5 years of treasury services sales and service experience

3-5 years banking or private banking experience required

1-4 years achieving personal business development targets met or exceeded

Superior analytical skills; ability to analyze new and existing relationships

Excellent verbal and written communication skills and excellent presentation skills

Ability to effectively manage time and to manage multiple priorities with minimal direct supervision

Ability to work as an individual contributor while maintaining partnership with other team members

Superior customer relations skills. Must be able to establish and maintain a high level of credibility with all levels of internal staff and external customers