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Treasury Management Representative
BankFirst Financial ServicesTreasury Management Representative selling and refining treasury management products for BankFirst Financial Services. Collaborating with customers to improve efficiencies and cash flow while providing exceptional service.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Treasury Management products and services, with a strong focus on customer needs assessment, sales functions, and effective communication. Proficient in cash management and BankFirst deposit products, with a commitment to customer service and problem-solving.
Highest-signal resume keywords
Treasury Management ProductsCash Management ProductsCustomer ServiceSales Pipeline ManagementAnalytical Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Treasury ManagementMerchant ServicesRemote Deposit CaptureCustomer OnboardingProposal Development
Soft Skills
Communication SkillsListening SkillsPresentation SkillsWork EthicProblem-Solving Skills
Industry Keywords
BankFirst ProductsSales FunctionsCustomer AgreementsCross-Sell OpportunitiesBusiness Customers
About the role
Key responsibilities & impact- Promote, sell, and refine Treasury Management products
- Use needs-based approach to understand customer needs and provide value through solutions
- Perform sales functions related to treasury services including merchant services and remote deposit capture
- Serve as point of contact for business customers seeking treasury management products
- Complete aspects of new business product sales focusing on customer service
- Maintain a sales pipeline independently and with sales officers
- Collaborate in developing and marketing new business products and services
- Assist with proposals and customer agreements
- Coordinate or assist customer onboarding of new business services
- Seek cross-sell opportunities with BankFirst products
Requirements
What you’ll need- High School Diploma
- Professional appearance and strong work ethic
- Ability to listen attentively and communicate clearly with customers
- Excellent written and oral presentation skills
- Working knowledge of cash management products and BankFirst deposit products
- Analytical and problem-solving skills
Benefits
Comp & perks- Professional appearance and strong work ethic
- Reliable transportation needed