This position works to ensure customer satisfaction with Treasury Management products from the Sales Decision to Implementation. This will require making relevant decisions within bank policy to assist in making the transition to FirstBank's Treasury Management products smooth and maintaining the relationship. Also, responsible for working as a team to create pricing proposals, RFP completion and implementation of new products and services.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Create pricing proposals with the sales team based on competition bank statements or analysis statements
Implement all Treasury Management products and services from sales decision to fully operational, while making relevant decisions as needed for customer service.
Provide timely customer support to all Treasury Management products and services before and after implementation.
Support the sales team by cross selling Treasury Management products to existing customers
Take ownership in the customer and coordinate support issues and resolution with vendors
Conduct on sight meetings as needed to handle training, services issues and conduct client reviews
Support Treasury Management Sales team with RFP completion and delivery within requested RFP time frame.
Maintain open communication with Treasury Management Sales, Relationship Manager and the customer
Education and/or Experience
Previous Treasury Management experience preferred but not required