TREASURY MANAGEMENT AND PUBLIC FUND SPECIALIST

DEPARTMENT: Retail

CLASSIFICATION: Non-Exempt

REPORTS TO: Chief Retail Officer

SUPERVISES: None

POSITION SUMMARY:

The Treasury Management and Public Fund Specialist position will be primarily responsible for the development of new Treasury Management business, new products and services revenue and new sales opportunities from current business customers or prospective business customers. Be willing to pursue businesses on an ongoing basis, in conjunction with the Commercial / Ag Loan Officer, Regional Branch Managers and Branch Managers, to further enhance FFBT’s growth. Provide superior customer service skills while identifying process efficiency opportunities for business customers.

DUTIES:

1. Develop channels to prospect new Treasury Management and Public Fund customers.
2. Conduct business prospecting sales calls to uncover new business and Public Fund opportunities, attracting depository relationships and additional Treasury Management Service opportunities.
3. Provide assistance to all current and potential business customers in the explanation of business deposit products and services.
4. Conduct seminars to promote our business products and services
5. Support all business development activities for Treasury Management
6. Obtain new customers and expand existing relationships to increase core deposits
7. Provide consultative expertise to existing Treasury Management and Public Fund customers and prospects to determine their requirements and recommend solutions
8. Creates and delivers sales presentations, explains services offered and makes recommendations based on customer’s needs
9. Identifies all customer needs, communicates the needs to the appropriate departments, and follow up to insure a smooth implementation and onboarding
10. Provides regular customer follow up to ensure customer satisfaction
11. Monitors and assesses customer relationships to ensure proper servicing of accounts and to identify growth opportunities
12. Maintains Treasury Management and Public Fund industry knowledge to ensure competitive pricing and product offerings
13. Manages sales activity pipeline to meet position growth requirements

RELATIONSHIPS/QUALIFICATIONS:

1. Responsible to Chief Retail Officer for all duties assigned
2. Bachelor's Degree in business is preferred
3. At least (3) years of experience in developing business relationships is preferred, and must have the ability and willingness to call on prospective customers
4. Strong sales and people skills
5. Excellent communication skills across channels
6. Superior customer service and presentation skills
7. Proven sales planning and new business development skills
8. Demonstrated ability to manage time and multiple projects / deadlines effectively
9. Proficient in Microsoft Office
10. Results oriented
11. Extensive computer knowledge
12. Strong leadership skills

WORKING CONDITIONS:

1. Normal office environment
2. Extended viewing of computer screens
3. Moderate lifting up to 25 pounds
4. Repetitive hand and arm movement
5. Moderate business traveling

First Farmers Bank & Trust promotes an equal employment opportunity workplace which includes reasonable accommodation of otherwise qualified disabled applicants and employees. Please see your HR Director should you have any questions about this policy or these job duties.