Treasury Sales Specialist II

About The Role

Join one of the best banks in Arizona! Foothills Bank has been on the list of Top Companies to Work for in Arizona for 4 years in a row! 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.
• Determining Existing customer needs/potential.
• 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.
• Maintains accurate records (Master log, Production Log, Report Log, Calendar, etc.).
• 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.

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.

While performing the duties of this job, the employee is often required to: sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear. The employee is occasionally required to: stand; walk; and lift or reach with hands and arms. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators.

Must be able to routinely perform work on computer for an average of 6‑8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Must be capable of climbing / descending stairs in an emergency situation.

Specific lifting abilities required by this job include:
Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally, and all other sedentary criteria are met.

Specific vision abilities required by this job include:
The worker is required to have close visual acuity to perform an activity…