Treasury Management Sales Implementation Specialist

MidFirst Bank•Los Angeles, CA

17h•Onsite

About The Position

MidFirst Bank is a full service bank with a vision of unparalleled client service in California. The Bank's core principles are flexibility, responsiveness, and the ability to create tailored solutions, coupled with its commitment to provide exceptional client service. Our bankers work in a team effort to develop a deep understanding of their clients, and work with and on their behalf to develop solutions tailored to meet their needs. Nothing is overlooked. Everything is considered. A Treasury Management Sales Implementation Specialist will support Relationship Managers throughout all aspects of the sales cycle. This position will provide skilled and knowledgeable assistance with treasury management solutions, perform a variety of support activities such as sales proposals and pro-formas, document preparation and review for new product setup and maintenance requests, technical support to clients regarding product usage and functionality, in-person / Teams training, and ensure proper onboarding of products within our published service level agreement.

Requirements

3-5 years of treasury management support and/or sales experience
Understanding the risk associated with all treasury management products and services and working with lenders and risk department to ensure all risks are identified and mitigated.
Demonstrated knowledge of treasury management products and related business, financial and risk management processes
Proficiency with word processing, spreadsheet and presentation software
Possess strong verbal and written communication skills to provide necessary product training and demonstrations to prospects and customers.
Superior customer service and presentation skills.
Demonstrated ability to manager time and multiple projects effectively.
Possess a thorough knowledge of all the services offered by the Bank and good understanding of account analysis statements. Have good marketing skills which are essential for cross selling.

Responsibilities

Facilitates and manages onboarding of major client relationships or complex industry types.
Demonstrates exceptional organizational skills throughout the onboarding process.
Responsible for gathering pertinent information required for the preparation and or coordination of all agreements as well as making sure customer executes and returns agreements.
Manages the implementation of new products and services for bank clients from start to finish and completes all necessary client training.
Partners with internal implementations and operations departments to ensure new services are established correctly and timely and that customer issues are addressed in a professional and responsive manner.
Reviews Account Analysis and understand clients’ current and future treasury management needs to expand and cross-sell business relationships.
Calls on prospective customers individually and with RMs in order to develop new Treasury Management relationships.
Creates and delivers sales presentations, explains services offered, and makes recommendations based on client needs.
Maintains sufficient knowledge of all treasury management products including, but not limited to Account Analysis, Online Banking, Remote Deposit Capture, Positive Pay, ACH Origination, Cash Vault, Lockbox, Business/Commercial Card, etc.
Manages and pre-plans tasks and meeting schedule to maintain an effective support of clients and business units.
Identifies product improvements and solutions by communicating client and prospect needs and participating in the development of new services or modifications of existing services.
Assists Relationship Managers and Personal Banking Officers in onboarding clients by accompanying them to a client site to provide product expertise, providing a response to a client’s request for proposal, preparing client applications, agreements, and other required documentation.
Assists with implementation of new products and services for the client in a timely manner as well as train the clients in the appropriate use of the products. Also, provide notice of upcoming customer reviews by providing information necessary to their review, assisting with any questions, and following up for a timely response.
Assists clients with inquiries and problems related to Treasury Management and Electronic Banking questions and problems, or refer client to appropriate party. Follow up with clients or internal staff as necessary until the problem is resolved to the client’s satisfaction.
Proactively keeps Relationship Managers informed of client service issues and provides sufficient back up information to support any client requests being made. Provide multiple solutions when making suggestions.
Acts as a liaison with other departments of the bank to provide stellar service to the bank’s internal and external clientele.