Treasury Sales Specialist II

Glacier Bancorp, Inc.Yuma, AZ
3d

About The Position

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 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.

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.

Benefits

  • medical
  • dental
  • vision
  • life insurance
  • health savings account option
  • Employee Assistance Program (EAP)
  • health rewards program
  • retirement savings plan, including 401(k) and Profit-Sharing plans
  • short and long-term disability benefits
  • education and training benefits
  • discounts on banking products and services
  • Paid Time Off (PTO) plan
  • paid holidays

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

High school or GED

Number of Employees

251-500 employees

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