Treasury Services Sales Representative Position Available In Wake, North Carolina

Treasury Services Sales Representative Southern Bank and Trust – 3.6

Raleigh, NC Job Details Full-time Estimated:

$33.4K – $42.3K a year 20 hours ago Qualifications Microsoft Powerpoint Microsoft Word Microsoft Excel Microsoft Outlook Writing skills Mid-level Administrative experience High school diploma or GED 2 years Full Job Description

POSITION

Treasury Services Sales Representative

REPORTS TO

Treasury Services Manager

REPORTS TO THIS POSITION

None

FLSA STATUS

Non-Exempt

SALARY GRADE

12

ROLE SUMMARY :

This position provides sales and administrative support to the Treasury Services Team.

SPECIFIC JOB FUNCTIONS

(DUTIES/RESPONSIBILITES ): Assist Treasury Services Sales Specialist(s) with analysis pricing and completion of RFP’s for Public Bids. Organize, maintain and image as necessary Treasury Services department files. Order and maintain a supply of Payroll cards for distribution to local customers; ensure Treasury Services Sales Specialists maintain appropriate inventory locally to support customer needs. Register Payroll Cards as needed for new customers, may involve onsite visit to place of business. Order and ensure delivery of Treasury Services service related equipment to customers. Schedule customer appointments for Treasury Services Sales Specialists as requested. Be familiar with all treasury services, and knowledgeable of less complex services such as Bill Pay and Payroll Cards. Serve as market based sales associate for small, less complex customer relationships as needed, including facilitating maintenance requests for Regional based Treasury Services Specialists Complete enrollment forms, approvals and other documents to facilitate new treasury set/ups and prepare for delivery to TS set/up team Keeps Accounts and Services Workbook updated with customer information Complete Analysis Workbooks as needed Respond to Treasury Services Sales Specialist with inquiries as needed for Treasury Services set-ups. Support in person Training events for customers as required Facilitate all in person RDC site visits as required Participate in special projects for Treasury Services department as assigned.

JOB REQUIREMENTS

:

KNOWLEDGE/SKILLS/ABILITIES 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 and out of state travel may occasionally be required.

EDUCATION/EXPERIENCE REQUIREMENTS

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. Ability to prioritize multiple customer requests with effectiveness and efficiency