Treasury Sales Associate

Company: Ameris Bancorp
Location: Marietta
Posted on: May 7, 2021

Job Description:

Responsible for fostering a client-focused, sales oriented attitude while partnering with Treasury Sales Officers for the purpose of providing treasury solutions to our business clients. The position plays a key role and works closely with the Treasury Sales Officers with sales call prep, strategic planning, presentations, RFPs (Response for Proposal), revenue reporting, pricing, client interaction, and the development of new opportunities and maintenance of existing relationships. Other duties as assigned.Essential Functions, Duties, and Responsibilities: --- Maintain working knowledge of treasury products and pricing, allowing for the coordination and support of new business development --- Works regularly and independently with business clients to provide information and/or assist with issues/new business --- Independent focus of treasury sales opportunities and supporting all activities from sale through implementation --- Assists with any documentation/process issues to facilitate new business --- Project manager for treasury projects as assigned --- Ability to write effective responses to proposals --- Identifies cross sell opportunities and refers them to the appropriate team --- Understands the client's businesses in the market supported. Knows business partners well and works with them to grow the business --- Participates on specific client sales calls to demonstrate technical skills, to know the client better, and to add value on the call --- Makes pricing recommendations for new business requests and exception pricing requests. Seeks necessary approval if outside of treasury standard guidelines --- Make sure administrative duties are followed as required to support the above effort; includes pipeline, client plans, call reports, XAA (analysis), CRM, etc. --- Overnight travel as requiredRequired Knowledge, Skills and Competencies: --- Strong attention to detail --- Demonstrates business acumen --- Technical knowledge of treasury management and related processes --- Strong written and verbal communication skills --- Analytical ability and can work strategically to develop customized pricing solutions for our clients --- Ability to develop strong working relations with clients and internal business partnersIndustry and Work Experience: --- Minimum 2 years in financial services, business, or treasury position --- Treasury management experience preferred --- Minimum 2 years of operational and sales experience required --- Minimum 2 years of internal and/or external client interaction experienceAcademic: --- High school diploma or GED required --- Bachelor's degree in Business or related field preferred --- Certified Treasury Professional (CTP) preferredEqual Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Keywords: Ameris Bancorp, Marietta , Treasury Sales Associate, Sales , Marietta, Georgia