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Treasury Management Sales Assistant
BancorpSouth
Austin, TX, United States
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There are many things to consider when deciding on your next employer. Do you want a job where you earn a paycheck? Or do you want a CAREER with a company that values their employees as well as the communities that they are in? At BancorpSouth we are more than just a work place. We are a company that prides itself on values and the people that we employ. Start your search for a career with BancorpSouth.
Job Title: Treasury Management Sales Assistant
Organizational Location: Business Development Team
Reports To: Treasury Management Sales Officer
Working Conditions: Normal, no adverse or hazardous conditions
Job Group Category: Non-Exempt
Primary Purpose:
Position is responsible for assisting Treasury Management Sales Officers with paperwork and support to customers. Must maintain a thorough knowledge of bank’s treasury management products. Provide customer training and support for all Treasury Management products/services
Principal Duties, Abilities and Responsibilities:
• Answer questions and provide support to both external and internal customers
• Prepare detailed pro formas, request for proposals, with the ability to present/discuss with both internal and external customers
• Train customers on use of treasury management products via telephone/in person
• Assist Treasury Management Sales Officers to manage a growing portfolio of treasury management clients
• Provide technical and operational support and product training to customers
• Promote and support all treasury management products as well as other bank products
• Create and maintain a loyal consultant role to customers/prospects/employees
• Continually increase product knowledge of treasury management products and services as they evolve
• Possess a positive, proactive and energetic attitude
• Ability to effectively use bank applications required to perform duties
• Comply with all applicable procedures and procedures
• Perform other duties as assigned
Job Specifications/Skills:
• High School diploma, required
• Two to three years of financial services experience (treasury management experience is a plus)
• Technical proficiency with computer applications including: word processing, spreadsheets and presentations.:
• Must possess excellent communication and presentation skills (written and verbal)
• Capability to interact professionally with all levels of personnel using diplomacy
• Organizational skills and ability to prioritize a must
Disclaimer:
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, veteran status, genetic information or any other status protected under applicable local, state or federal nondiscrimination laws.