Support TowneBank Officers by attending business calls to evaluate the company's deposit service needs. Maintain communication with TowneBank Officers throughout the entire sales/implementation process.
Proactively partner with assigned Officers to identify opportunities to expand and solidify relationships through consultative appointments.
Conduct needs assessment meetings to obtain appropriate information about current payment processing methods and operations in order to develop compelling and relevant proposals for TowneBank services.
Deliver relevant credit information to the appropriate areas (Relationship Manager, BSA, Credit) for risk assessment and to secure approval.
Prepare and deliver proposals, contracts and service agreements for Treasury Services.
Prepare and coordinate instructions to effect service setup, equipment installation and company on-site training for Treasury Services.
Follow up to ensure company satisfaction and direct members to ongoing servicing and support areas within TowneBank.
Conduct relationship reviews with the company and meet with TowneBank Officers as needed to provide recommendations and enhancements for Treasury opportunities.
Actively work towards assigned revenue and activity goals.
Conduct regular meetings with assigned Region Presidents and Treasury Sales Manager to assess progress toward goals and discuss market performance.
Offer recommendations on account structure with Treasury opportunities
Meet necessary service standards at all times.
Continuously update the appropriate sales Pipelines for the Treasury area
Participate in ongoing education regarding Treasury Management products
Obey all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA)
Minimum Required Skills and Competencies:
Strong partnership and organization skills
Excellent communication and presentation skills
Proficient in the use of Microsoft Word, Power Point, Excel and Outlook
Strong problem solving and negotiation skills
Must be proficient in technology applications
Experience with Treasury Management products
Knowledge of commercial and retail banking products and applicable regulations