Southern Bank and Trust Company · 1 day ago
Treasury Services Sales Support Specialist
Rocky Mount - Business Center, Rocky Mount, NC, US
Full-time
Onsite
Entry Level
2+ years expSouthern Bank and Trust Company is seeking a Treasury Services Sales Support Specialist to provide administrative and customer support to the Treasury Services team and external customers. The role involves managing customer requests, maintaining agreements, and serving as a liaison between various teams.
Angel InvestmentBankingFinanceFinancial ServicesReal Estate InvestmentVenture CapitalWealth Management
Responsibilities
Manage incoming setup requests for new and existing customers
Generate, send, and maintain Treasury Services Agreements for new and existing customers
Understanding and management of eSignature capability for Treasury Services Agreements
Order and ensure delivery of Treasury Services product related equipment to customers
Receive, reconcile and submit scanner invoices from Benchmark Technology to Accounts Payable. Notifies branch to apply applicable charges
Register and assign tokens to existing customers. Manage replacement project for expiring tokens
Be familiar and knowledgeable with all treasury services, including complex services such as ACH, Zero Balance Accounts, Sweep Accounts, etc
Serve as liaison between the customer, Onboarding Excellence, Treasury Services Specialist, and Billing Teams
Manage and complete the Annual Repurchase Sweep Disclosure Mailing Project
Respond to customer and internal partner inquiries related to Treasury Services set-ups
Primarily manages the Support Team group mailbox
Assist with scheduling customer trainings and follow ups post training
Participate in special projects for Treasury Services department as assigned
Perform other duties as assigned
Qualification
Required
Ability to work independently with expected supervision and oversight
Possess the necessary interpersonal skills needed to communicate effectively and maintain a friendly, courteous and professional manner
Ability to make sound decisions within proper authority and use good judgment based on policy and procedures
Be able to determine when to act independently and when to refer situations to a higher authority
Proficient in Microsoft Word, Excel, PowerPoint, Outlook and internet based applications
Excellent communication, both orally and in writing; good listening skills
Ability to comprehend and follow instructions in a timely manner
Maintain a professional and pleasant manner even with distractions and under deadlines
Must be able to organize daily work flow
Maintain a professional appearance and work area
Local travel may occasionally be required
High School diploma or general education degree (GED) or equivalent
Minimum of two years' experience in an administrative support role or working in a banking environment
Capable user of standard office equipment/software applications
Company
Southern Bank and Trust Company
Southern Bank and Trust Company is a banking firm that offering financial and investment services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
D
David Sauls
EVP / Chief Financial Officer
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