Treasury Management Sales Specialist

• Attend sales appointments alone or with banking officers to assist with, close and immediately establish implementation/support relationship as it relates to Treasury Management Services
• Assist Officers by conducting statement analysis for prospects to compare their current provider to services offered by ServisFirst
• Process Treasury Management services agreements
• Conduct client training (in person and via telephone) to demonstrate how to use all Treasury Management related systems
• Install remote deposit scanners for new and existing clients
• Respond promptly to client inquiries related to Treasury Management products and services
• Communicate service/product updates to clients
• Answer incoming technical support calls related to all Treasury Management products and equipment
• Assist with and/or conduct yearly reviews for remote deposit and ACH clients
• Conduct site visits for high-risk remote deposit clients to review their usage of the service and equipment
• Conduct training for other ServisFirst personnel
• Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies 

• High School diploma or equivalent; bachelor’s degree preferred
• Two (2) years of experience in sales and customer support or related role
• Experience in banking required
• Experience in Treasury Management preferred
• Excellent written and verbal communication skills, as demonstrated in a position documenting issues and providing instructions to customers
• Proven ability to work with and encourage a wide range of customer abilities, from technically proficient to technically hesitant
• Proficient with Microsoft Outlook, Word, Excel and PowerPoint
• Experience using JAVA and Adobe software preferred
• Experience making group presentations
• Experience in a position requiring attention to detail and analytical ability
• Excellent organizational skills and ability to multi-task, as demonstrated in a position requiring multiple objectives within deadline.

• Sustained standing and sitting
• Frequent use of PC, including typing or sustained attention to monitor 
• Occasional presentations requiring public speaking to small groups
• Occasional lifting of basic office files or equipment up to 20 lbs
• Normal office environment with comfortable internal temperatures and low level noise

EOE/AA