Treasury Management Sales Officer
River Bank & Trust · Destin, FL, USA
RB&T Mission Statement:
As a trusted partner and friend, River Bank & Trust helps our neighbors and the businesses in our communities to reach their financial goals.
Position Summary:
Under the supervision of the Treasury Management Sales Manager, this position is primarily responsible for the development of new Treasury Management business, product and service delivery, and revenue generation for the bank.
Essential Duties and Responsibilities: manage a prospect pipeline.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The essential functions include, but are not limited to the following:
- Develop channels to prospect new Treasury Management customers and
- Prepare miscellaneous reports/data to Management as requested
- Other duties and/or special projects as assigned by Management
Minimum Qualifications:
- High School diploma or equivalent
- 1-2 years of banking experience preferred
Skills, Abilities & Expectations:
- Be familiar with and follow policy and procedures, and support Management’s decisions and goals in a positive, professional manner.
- Stay abreast of regulatory requirements and complete annual compliance training applicable to the position
- Ability to apply general accounting knowledge processes (debits, credits, balancing)
- Assuring customer service is top priority whether internally or externally; treating customers and employees professionally, with courtesy and respect
- Ability to work in a fast-paced team environment, handle multiple tasks, and prioritize work
- Detail oriented and organized
- Excellent interpersonal and communication skills
- Integrity, discretion, and respect for confidential information are absolutely essential
- Willingness to adapt to change
- Work within a variety of different software and web applications
- Able to prioritize duties and effectively manage time
- Analytical and problem-solving skills
- Attend work on a regular basis, on time, and withstand varying degrees of stress
- Excellent interpersonal and communication skills
- Maintaining a professional, business-like appearance and demeanor
- Proficiency in Microsoft Office products to include: Word, Excel, and Outlook
Physical Demands:
The employee will occasionally lift and/or move up to 25 pounds. The employee will regularly sit; talk; hear; and use hands to finger, handle or feel. The employee will occasionally stand; walk; reach with hands and arms; climb and balance; and stoop, kneel, crouch, or crawl. Special vision requirements include close, distant, and peripheral vision; depth perception; and the ability to adjust focus. The noise level in the work environment is usually moderate. The work environment and physical demands are those of a standard retail branch setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.