Treasury Sales Specialist II

Glacier Bancorp, Inc.•Prescott, AZ

6d•Hybrid

About The Position

Join one of the best banks in Arizona. Thanks to our amazing team, Foothills Bank has been named a Top Company to work for in Arizona for five consecutive years! 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 NetTeller 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.

Requirements

High school degree or GED required
5 years of similar or related experience
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.
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.
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.
The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes.
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team.
Must be able to read and carry out various written instructions and follow oral instructions.
Must be able to speak clearly and deliver information in a logical and understandable sequence.
Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public.
Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace.
Must be able to effectively handle multiple, simultaneous, and changing priorities.
Must be capable of exercising highest level of discretion on both internal and external confidential matters.

Responsibilities

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.