Treasury Solutions Inside Sales Officer

Overview

The Treasury Solutions Inside Sales Officer will be responsible for effectively working and managing the internal lead process for a specific market or geographical area within the treasury management services to existing and prospective clients, either in conjunction with managers or on an individual basis, achieving deposit and fee income goals and solidifying customer retention efforts by providing a superior level of relationship management and customer service.

This position must be a team player, have the ability to work under pressure, maintain a professional image, and be able to resolve problems and conflicts. It also requires strong and advanced business communications skills, such as advanced writing, listening, delivering sales proposals, basic office and mathematics skills, and customer service skills. Possession of professional skills such as report writing, basic statistics, effective presentation skills, and creative skills will also be required.

Markets listed are the preferred office location but other locations within the Renasant footprint may be considered based upon convenience and business necessity. Renasant Bank is an equal opportunity employer.

• Support the Inside Sales Manager with sales management, presentations, reports, collateral review and design, product review and enhancements, analysis of markets, portfolios, revenue, profitability, pricing, and other duties as requested.
• Be responsible for the sales of Treasury Management solutions to clients and prospects received through the internal lead process for a specific market or geographical area.
• Maintain up-to-date and thorough knowledge of cash management sales programs, products and services, as well as applicable federal and state regulatory and compliance requirements.
• Thoroughly assess customer needs and understand customer requirements, translating into sales deliverables across a wide array of cash management products and technologies.
• Have detailed functional and technical knowledge of existing and developing cash management services, documentation, and internet technologies.
• Demonstrate sales and business development skills across all products, services, and programs.
• Maintain and manage personal composure when confronted with a difficult situation or customer, providing information, data, advice, and solutions to gain trust and respect.
• Exhibit excellent listening, verbal, written, and business communication skills delivered in person, via phone, or email, including effective questioning strategies, negotiation skills, presentation techniques, and training delivery skills; and be fluent in English.
• Show demonstrated organizational and time‑management skills, effectively multitasking and meeting deadlines in a timely manner.
• Work independently, under limited direction, exercising independent judgment, referencing available resources, and demonstrating a high level of accuracy and attention to detail.
• Maintain unquestionable integrity and confidentiality when handling sensitive and confidential information.
• Perform other related duties as assigned.

• High school diploma or equivalent required; bachelor’s degree in finance, business, or economics preferred.
• Minimum of three years of sales experience in the banking industry.
• Ability to develop rapport easily with clients, peers, and internal partners.
• Detail oriented.
• Advanced written and verbal communication skills.
• Strong financial acumen and analytical skills.
• Ability to utilize various systems and software, including but not limited to Microsoft Office products.
• Ability to develop and deliver presentations to groups of various sizes.
• Mathematical skills.
• Customer service skills.
• Ability to work with others as a team.
• Ability to organize and prioritize to achieve goals.
• Ability to resolve questions and issues with little supervision.
• Ability to understand and apply policies and procedures and federal/state regulations.

The physical demands described 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…