Responsible for fostering a client-focused, sales-oriented attitude while partnering with Treasury Management 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 Management 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. Performs other projects and 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 required.
- Practices ethical sales behaviors in accordance with Ameris’ core values of Integrity and Honesty; always acts in the best interest of the customer when offering additional products and services.
Required 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 partners.Industry and Work Experience :
Minimum 2 years in financial services, business, or treasury position required.Treasury management experience preferred.Minimum 2 years of operational and sales experience required.Minimum 2 years experience of internal and / or external client interaction required.Academic :
Bachelor’s degree in Business or related field required.Certified Treasury Professional (CTP) preferred.Benefits Available to Employees :
Ameris Bank provides a comprehensive employee benefit package to all eligible employees.
Medical, Dental and Vision InsuranceAmeris Bank absorbs a major portion of the cost of healthcare. You become eligible for coverage on the first of the month following 30 days of employmentLife Insurance provided at no additional cost to employeesAccidental Death & Dismemberment CoverageLong-Term Disability CoveragePaid Sick and Vacation Leave11 HolidaysVolunteer / Service DayEmployee Stock Purchase Plan401(k) Retirement PlanAmeris Bank matches 50% of your first 8% of contributions to the planFlexible Spending AccountsHealth Savings AccountHealth Reimbursement ArrangementSupplemental Life & Other Insurance PlansIdentity Theft ProtectionPet InsuranceLegal InsuranceEmployee Assistance ProgramEmployee Advocacy ProgramTickets at Work (Entertainment discounts for Ameris Bank Employees)AT&T Employee DiscountWellness Discounts for Medical Premiums and Other RewardsEmployee Referral IncentiveEducation AssistanceEmployee Resource GroupsBanking Advantages for Employees :
In addition to a wide array of benefits, Ameris Bank employees are also eligible for special bank services.
Free Interest CheckingFree Safe Deposit BoxFree Money Orders, Travelers’ Checks and Cashier ChecksDiscount on Mortgage Origination FeeFree Online Banking and Free Unlimited Online Bill PaymentEmployee Banking PerksDisclaimer :
The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position.
All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.