Treasury Sales Specialist II

Join one of the best banks in Arizona. Thanks to our amazing team, Foothills Bank has been named a Top Company to work for in Arizona for five consecutive years! Learn More About Our Recognitions!

Provides a complete range of customer and branch support for Business Internet Banking services;
Oversees Referrals for new Cash Management Customers, change Requests for existing Cash Management customers, Business Net Teller setups, customer calls, demonstrations, and troubleshooting; on-site visits to new and existing business Internet Banking customers;
Provides exceptional customer service both on the phone and in person.

• Complete knowledge of TM Products.
• Partnering with Branch Manager and Loan Officers on Customer Building/ Relationships with TM Services.
• Cross Sell TM Products.
• Work with Referring branches on services.
• Customer Presentations.
• Travel to Branches and with Officers for customer visits.
• Travel to customers as needed.
• Attends Branch and Loan meetings to assist with Educating all staff on TM Products.
• Works with customers to determine product needs and evaluate needs to minimize Risk.
• Determines appropriate limits (permanent and temporary) for CM Service situations with prudence and sound judgement.
• Has a complete understanding of account documentation and business organization.
• Completes TM Documentation and obtains appropriate signatures.
• Acquires approvals on all TM product requests.
• Assists with answering incoming phone calls, emails, and skypes from internal/external customers and assist with TM Troubleshooting with little to no assistance.
• Collaborates with DM on in branch marketing ideas to promote CM.
• Resolves most issues with little advice or direction.
• Firm understanding of policy and procedures and adheres to them.
• Review and complete reports.
• Strong thought process and decision-making skills.
• Completes all Assigned training in a timely manner.

Education and Experience:

• High school degree or GED required
• 5 years of similar or related experience

Knowledge, Skill, Ability (Other Skills):

• Professional verbal and written communication skills.
• Strong interpersonal skills, using considerable tact, diplomacy, and judgment.
• Strong organizational, customer service, communication and decision-making skills.
• Strong conflict management skills, a keen sense of observation, the ability to act with tact and diplomacy, and most of all the ability to handle stressful situations with ease.

Additional Postings available from Foothills Bank