Treasury Management Sales Specialist


Position Summary

The 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

  1. Conduct client meetings to discuss potential banking needs for:
    1. Accelerating Deposits
    2. Streamlining Payables
    3. Liquidity Management
    4. Information Management and Fraud Prevention
    5. Employee Banking Needs
  2. Based on these meetings, generate sales of Treasury Management products and services including:
    1. Remote Deposit Capture
    2. Merchant Services
    3. ACH Origination
    4. On-Line Wire Transfers
    5. Positive Pay/ ACH Block and Filter
    6. Lockbox
    7. Commercial On-line Banking and Mobile Banking
    8. Business Credit Cards
    9. Analysis / Zero Balance Accounts
    10. FGB At Work Opportunities
    11. Any additional new products or services as developed.
  3. Generate new business through client cold calls, warm leads, and referrals from employees or existing clients.
  4. Visit 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 deposits.
  5. Responsible for partnering with the Regional Experience Managers and Area Managers to provide training for all front-line staff on Treasury Management products.
  6. Ensure 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. 
  7. Conduct timely follow-up on newly implemented services to ensure customer is satisfied and trained on the mechanics of the service.
  8. Adhere to the BSA Policy and all other Bank Policies.
  9. Other 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, and management.
  • Superior customer service skills.
  • Effective time management skills.
  • Proven ability to learn quickly.
  • Proven ability to solve problems and conduct analysis.
  • Possesses a neat, punctual, positive, proactive, and professional work ethic.
  • Ability to work well as part of a team as well as independently.
  • Proficient in the use of computer programs such as Word, Excel, and Outlook.
  • Ability to organize and prioritize to meet deadlines. 
  • Candidate must have reliable transportation.  In-market travel for client visits is required.
  • Self-starter, 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

The physical 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.

While 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.

The employee 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.

The noise 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, or abilities.

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
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