Treasury Management Sales Specialist (TMSS) position is responsible for developing
new business through the sale of Treasury Management services offered by First
Guaranty Bank. This position will also function as a consultant and business
partner to Retail Branch and Business Lending teams to ensure all Bank clients
are offered products to fit their individual needs and to further develop client
relationships. The TMSS will create customized sales proposals, conduct cost/benefit
analyses, and identify pricing improvements.
Essential Duties and Responsibilities
client meetings to discuss potential banking needs for:
Management and Fraud Prevention
- Based on
these meetings, generate sales of Treasury Management products and services
- On-Line Wire
Pay/ ACH Block and Filter
On-line Banking and Mobile Banking
/ Zero Balance Accounts
- FGB At
additional new products or services as developed.
new business through client cold calls, warm leads, and referrals from
employees or existing clients.
on-site with customers to help set up new Treasury Management Services or
provide customer training / support for existing Services. Examples are setting up new merchant terminals
for credit card acceptance or remote deposit capture scanners to accept
for partnering with the Regional Experience Managers and Area Managers to
provide training for all front-line staff on Treasury Management products.
that all necessary Treasury Management agreements and implementation
documents and procedures are fully completed and submitted to the On-Line
Banking Support Team for processing.
- Conduct timely follow-up on newly
implemented services to ensure customer is satisfied and trained on the
mechanics of the service.
to the BSA Policy and all other Bank Policies.
duties and responsibilities as may be assigned by supervisor.
Minimum Qualifications (Education, Experience, Skills)
- Demonstrates high degree of
professionalism in communication, attitude and teamwork with customers, peers,
- Superior customer service skills.
- Effective time management skills.
- Proven ability to learn quickly.
- Proven ability to solve problems and conduct
- Possesses a neat, punctual, positive, proactive,
and professional work ethic.
- Ability to work well as part of a team as well
- Proficient in the use of computer programs such
as Word, Excel, and Outlook.
- Ability to organize and
prioritize to meet deadlines.
must have reliable transportation.
In-market travel for client visits is required.
motivated, and persistent personality.
- Previous banking experience preferred
in Treasury Management or outside sales.
- Bachelor’s Degree in business/Accounting/Finance
or a combination of education and experience providing equivalent general
knowledge of banking and business preferred.
Physical Demands and Work Environment
demands described here are representative of those that must be met by an
employee to successfully perform the essential functions of this position.
Reasonable accommodations may be made to enable individuals with disabilities
to perform the functions.
performing the duties of this position, the employee is regularly required to
talk and hear. The employee frequently is required to use hands or fingers,
handle, or feel objects, tools or controls. The employee is occasionally
required to stand; walk; sit; reach with hands and arms; climb or balance; and
stoop, kneel, crouch, or crawl.
must occasionally lift and/or move up to 25 pounds. Specific vision abilities required
by this position include close vision, distance vision, color vision,
peripheral vision, and the ability to adjust focus.
level in the work environment is usually moderate.
This job description in no way states or
implies that these are the only duties to be performed by the employee(s)
incumbent in this position. Employees
will be required to follow any other job-related instructions and to perform
any other job-related duties requested by any person authorized to give
instructions or assignments.
All duties and responsibilities are essential
functions and requirements and are subject to possible modification to
reasonably accommodate individuals with disabilities. To perform this job successfully, the
incumbents will possess the skills aptitudes and abilities to perform each duty
proficiently. Some requirements may
exclude individuals who pose a direct threat or significant risk to the health
or safety of themselves or others. The
requirements listed in this document are the minimum levels of knowledge, skills,
This document does not create an employment
contract, implied or otherwise, other than an “at will” relationship.
FIRST GUARANTY BANK is an EEO employer - M/F/Vets/Disabled