Treasury Management Sales Specialist - Treasury Management

Overview

The Treasury Management Sales Associate is responsible for assisting the Treasury Management Regional Sales Manager and the Treasury Management Sales Officers (TMO) in the sale and support of Treasury Management products and services. The primary responsibility of this position will be to provide sales, risk and operational support for the TMO’s, allowing them to focus their attention on developing new sales opportunities for Wes Banco.

• Practice the standards of the Mission, Vision and Pledge.
• Understands the various types of Treasury Management products and services offered by the Bank.
• Assists in completing and documenting Periodic Risk Reviews.
• Assists in opening new accounts:
  Contacts customers to obtain documents required during the account opening process. Follows up with the operations team to ensure new accounts are opened in a timely fashion.
• Assists in the onboarding and collaboration hub workflows.
• Assists in developing request for proposal (RFP) responses.
• Assists in the design and proper installation of Treasury Management products.
• Meets periodically with existing customers to ensure proper servicing of accounts and to expand existing business relationships.
• Assists in the extended account analysis (XAA) set up process.
• In conjunction with Treasury Management Support and Onboarding:
  Assists in training and developing all commercial officers and banking center managers on Treasury Management products and pricing, as needed.
• Resolves complex customer issues and communicates with clients and/or the appropriate banking professionals.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Knowledge of Banking payment systems, depository products, and operational delivery within a financial institution required.
• Travel may also be required to attend various training sessions. Occasional driving may be required to attend in person meetings with the Regional Manager and/or Treasury Management Officers.

• CLIENT FOCUS Is dedicated to meeting the expectations and requirements of internal and external customers. Communicates with the client to establish and maintain effective relationships.
• PROBLEM SOLVING Uses rigorous logic and methods to solve difficult problems and probes all sources for answers. Can see hidden problems and is excellent at honest analysis. Looks beyond the obvious and doesn't stop at the first answers.
• INTERPERSONAL SKILLS Relates well to all kinds of people and builds constructive and effective relationships using diplomacy and tact. Can diffuse high-tension situations comfortably.
• TIME MANAGEMENT Uses time effectively and efficiently. Values time and concentrates efforts on critical areas and high priority tasks. Puts trivial issues aside.
• TECHNICAL SKILLS Must display demonstrated knowledge of Microsoft Word, Excel, Outlook and PowerPoint. Working knowledge of Microsoft SharePoint. Must be comfortable working with a variety of workflow management systems. Must be comfortable working with online systems and connecting remotely with customers via Webex or similar software.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Ability to perform normal office and computer functions.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.