11 days old

Treasury Management Sales Support Associate

Seacoast Bank
Stuart, FL 34994
  • Job Code

Primary Objective:

Provide operational and customer support to the Treasury Sales Officers and the Community Bank sales force with respect to the Treasury Services customer base. In addition, perform various audit and transactional review functions to mitigate risk to the Bank associated with the Treasury Services products and services. The TM Sales Support Associate assists Community Bank associates in Treasury Management sales, customer service, and operational functions within TM Operations. Additionally, this role helps in on-boarding TM customers, explaining TM products and services, helping to install TM related software and hardware, and provides ongoing customer support to the branches and TM customers.

Position Requirements:

  • High School diploma or equivalent, with a minimum of 4 years of previous experience in retail sales, service or banking related fields.

  • Minimum 2 years experience in a Treasury Operations or Sales Support role

  • Must have a flexible schedule, able to work during all days and hours of operations, including weekends and occasional non-bank operational hours.

  • Excellent oral and written communication skills. Listens in order to clarify information; Sends both written and verbal messages in a clear manner, asks questions to test for clarity and understanding.

  • Possess good judgment and decision-making ability. Makes timely and accurate decisions with readily available information and within clearly defined parameters, knows when to refer matters to the next level, determines the priorities and acts within the agreed-upon time frame, applies and achieves agreed-upon standards of quality, identifies choices from a range of previously made decisions and selects the one which bests fits the needs of the situation.

  • Effective organizational, problem-solving, and analysis skills. Organizes own work in order to complete routine tasks, establishes priorities and plans based on knowledge of team/departmental plans, seeks input from others in order to improve the plan.

  • Ability to handle multiple tasks simultaneously in a fast-paced, diverse and growth-oriented environment.

  • Good interpersonal skills. Adjusts comfortably to demanding situations; is patient, remains focused on resolving issues rather than defending positions.

  • Ability to work independently. Generally exudes self-confidence: Works with little supervision, appears confident, and presents oneself with assurance.

  • Ability to maintain a high degree of confidentiality.


  • Capable of dealing with complex business banking needs through a complete understanding of Treasury Management products and services.

  • Processes customer on-boarding for all Treasury Management products.

  • Strong understanding of customer-facing technology with the ability to discuss with and enroll customers in self-service products/processes, including, but not limited to internet, telephone, smartphone/tablet applications, ACH, Remote Deposit Capture (RDC) and P2P.
  • Manages Business On-line Banking self-enrollment process, conducting research and analysis to ensure the customer and bank is protected from fraud. This includes conducting customer verification.

  • Complete understanding of all TM Agreements related to products, services, signing authority, and, advance limits.

  • Fully able to explain, sell, setup, and service CDARS products for customers.

  • Able to comprehend and process complex ACH reviews, renewals, and limit increases, including ACH Debit Block procedures. Perform annual reviews for all ACH customer credit facilities to ensure continued creditworthiness.

  • Conduct the annual customer ACH authorization audit to ensure adherence to NACHA guidelines.

  • Complete understanding of and ability to explain monthly TM billing to customers and bank associates.

  • Ability to understand and process SWEEP/REPO customer setup and ongoing review of accounts.

  • Resolves problems or discrepancies on customer accounts in a timely manner.

  • Participates in committees both within and outside the scope of the role and department. Is utilized as a useful resource for other departments and internal customers and is leveraged to educate others regarding TM products, services, sales techniques, and processes.
  • Continues to educate oneself in TM policies, procedures, processes, product knowledge, and industry advancements. Works towards learning additional functions within other TM departments including Customer Care and Merchant Services.

  • Is seen as a change agent, consistently identifying process and product improvements and helps to implement changes within the department.

  • Supports pre-defined strategic initiatives occurring within TM Operations (or with key business partners) and in some cases leading smaller efforts to drive continuous improvement.
  • Adheres to Seacoast National Banks Code of Conduct.

  • Adheres to the highest legal and ethical standards applicable to our industry while observing both the spirit and letter of all government regulations, laws and bank policies and procedures.

Posted: 2020-06-29 Expires: 2020-07-28
Sponsored by:
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Sponsored by:
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Treasury Management Sales Support Associate

Seacoast Bank
Stuart, FL 34994

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