Treasury Services Sales Support Specialist

Southern Bank and Trust • Rocky Mount, NC

2d

About The Position

This position provides administrative and customer support to the Treasury Services team and external customers.

Requirements

• Ability to work independently with expected supervision and oversight.
• Possess the necessary interpersonal skills needed to communicate effectively and maintain a friendly, courteous and professional manner.
• Ability to make sound decisions within proper authority and use good judgment based on policy and procedures.
• Be able to determine when to act independently and when to refer situations to a higher authority.
• Proficient in Microsoft Word, Excel, PowerPoint, Outlook and internet based applications.
• Excellent communication, both orally and in writing; good listening skills.
• Ability to comprehend and follow instructions in a timely manner.
• Maintain a professional and pleasant manner even with distractions and under deadlines.
• Must be able to organize daily work flow.
• Maintain a professional appearance and work area.
• Local travel may occasionally be required.
• High School diploma or general education degree (GED) or equivalent.
• Minimum of two years’ experience in an administrative support role or working in a banking environment.
• Capable user of standard office equipment/software applications.

Responsibilities

• Manage incoming setup requests for new and existing customers.
• Generate, send, and maintain Treasury Services Agreements for new and existing customers.
• Understanding and management of eSignature capability for Treasury Services Agreements.
• Order and ensure delivery of Treasury Services product related equipment to customers.
• Receive, reconcile and submit scanner invoices from Benchmark Technology to Accounts Payable. Notifies branch to apply applicable charges.
• Register and assign tokens to existing customers. Manage replacement project for expiring tokens.
• Be familiar and knowledgeable with all treasury services, including complex services such as ACH, Zero Balance Accounts, Sweep Accounts, etc.
• Serve as liaison between the customer, Onboarding Excellence, Treasury Services Specialist, and Billing Teams.
• Manage and complete the Annual Repurchase Sweep Disclosure Mailing Project.
• Respond to customer and internal partner inquiries related to Treasury Services set-ups.
• Primarily manages the Support Team group mailbox.
• Assist with scheduling customer trainings and follow ups post training.
• Participate in special projects for Treasury Services department as assigned.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees