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Riverview Bank

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Treasury Management & Merchant Sales Support II (Education)

SUMMARY

Responsible for partnering with Branch Managers and other Branch team members, Business Development Officer, Treasury Management Officer, Trust Officers, Commercial Relationship Managers, Merchant Sales Officer and other Merchant team members in leading the Bank's service and implementation efforts in the promotion of cash management services and merchant bankcard services for businesses. Functions as subject matter expert and resource for cash management and merchant bankcard products and services. Drive business growth by actively seeking opportunity to onboard and service new and existing clients. Responsible to represent Riverview in a professional manner in the community and to implement marketing strategies and solicitation programs to support customers as well as promote utilization of products and services to new and current customers.

The salary for this role will be between $29 and $40 an hour. The specific salary offered will depend on several factors including but not limited to applicant's skills and prior relevant experience. Hired candidate may be eligible for healthcare benefits, 401K plan, short term & long-term disability coverage, life insurance, vacation & sick time, educational assistance, and several holidays. Certain roles are eligible for additional rewards

ESSENTIAL DUTIES:

Analyze merchant processing scenarios to create customer comparisons and set discount and fee pricing to offer competitive rates and services to clients while maintaining bank profitability and service levels.
Responsible for onsite Installation, training, terminal reprograming and urgent services issues
Responsible for completing applications, obtaining appropriate signatures, gathering required underwriting support, and researching supporting documentation on merchant applicants.
Responsible for submitting applications to appropriate approval authorities and making recommendations regarding the underwriting decisions. Inform client of results, including approvals and declines.
Responsible for providing advanced problem resolution for support reps or other bankcard team members.
Responsible for serving as the primary contact for internal and external customers and as a resource for product and technical information, pricing, and the bank's acceptance policy.
Analyze account analysis statements to create comparisons and set pricing to offer competitive solutions to clients or prospects while maintaining bank profitability and service levels.
Possess and maintain expert knowledge on all deposit, Treasury Management and Merchant Bank Card, services, and processes.
Inform and educate clients regarding all Treasury Management and deposit products and services and assist clients in selection of the most appropriate services for their needs.
Act as liaison between clients and appropriate Riverview service areas.
Provide quality customer service and problem resolution.
Contribute and provide feedback for the development of products and services to maintain competitive position in regional market.
Responsible for supporting Treasury Management Sales Advisor and Merchant Services Sales Advisor.
Act as liaison among clients, Riverview, and merchant bankcard processing provider.
Provide quality customer service and problem resolution.
Work within the scope of Riverview marketing objectives and initiatives to develop Riverview visibility and customer base through ongoing social interaction and community involvement.
Promote a favorable image of Riverview in all business activities within the community.

Additional Duties and Responsibilities:

May be called upon to lead company-wide programs, presentations, and training
Stay informed of new and changing Treasury Management and merchant bankcard products and services to provide most relevant and accurate information and advice to clients and Team members.
Attend ongoing training in Treasury Management and merchant bankcard products and services.
Continuing education for personal and professional development.
Participate in and complete training objectives with passing scores.
Follow all Riverview policies and procedures.
Other duties may be assigned.

RELATIONSHIPS:

With each client contact, Treasury Management Sales Support II will look for cross-sell opportunities to deepen the relationship.
Daily contact with customers and prospective customers to service, implement, develop and maintain successful business relations - creating and utilizing opportunities to promote business and personal relationships.
Frequent contact with Branch, Cash Management, Business and Professional Banking, and Trust personnel to discuss customer and prospect relationships and provide and receive referrals.
Frequent contact with Treasury Management product providers.
Frequent contact with merchant bankcard processing providers.
Frequent contact with support departments to receive information.
Provide coordination and cooperation when interactive with internal and external customers.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform all essential duties. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION AND EXPERIENCE REQUIREMENTS

High school diploma or equivalent GED,

5 years banking experience, minimum of 3 years merchant Bank Card and/or Treasury Management experience

SKILLS:

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
Ability to write reports, business correspondence, and procedure manuals.
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
Ability to apply concepts of basic algebra and geometry.
Ability to define problems, collect data, establish facts, and draw valid conclusions.
Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
Ability to apply and communicate using management and leadership skills effectively.
Basic knowledge and ability to use Microsoft Office products and/or equivalent computer software applications.

PHYSICAL DEMANDS

While performing the duties of this job, the employee is regularly required to effectively communicate via phone/video, messaging, and email. The employee is required to use computer and office equipment such as a computer, printer, copier, as well as computer software such as Microsoft Office. You may also frequently be required to occupy a workstation for long periods of time.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

COMMENTS

In supporting the accomplishment of company and departmental goals, it is the employee's responsibility to do all that is necessary to develop business relationships and provide quality service to customers and fellow employees while furthering the positive image and interests of Riverview Bank. It is also the responsibility of this position to continually strive to maximize skills and professional growth both personally and for employees.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. Commercial Lending

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SUMMARY

ESSENTIAL DUTIES:

Analyze merchant processing scenarios to create customer comparisons and set discount and fee pricing to offer competitive rates and services to clients while maintaining bank profitability and service levels.

Responsible for onsite Installation, training, terminal reprograming and urgent services issues

Responsible for completing applications, obtaining appropriate signatures, gathering required underwriting support, and researching supporting documentation on merchant applicants.

Responsible for submitting applications to appropriate approval authorities and making recommendations regarding the underwriting decisions. Inform client of results, including approvals and declines.

Responsible for providing advanced problem resolution for support reps or other bankcard team members.

Responsible for serving as the primary contact for internal and external customers and as a resource for product and technical information, pricing, and the bank's acceptance policy.

Analyze account analysis statements to create comparisons and set pricing to offer competitive solutions to clients or prospects while maintaining bank profitability and service levels.

Possess and maintain expert knowledge on all deposit, Treasury Management and Merchant Bank Card, services, and processes.

Inform and educate clients regarding all Treasury Management and deposit products and services and assist clients in selection of the most appropriate services for their needs.

Act as liaison between clients and appropriate Riverview service areas.

Provide quality customer service and problem resolution.

Contribute and provide feedback for the development of products and services to maintain competitive position in regional market.

Responsible for supporting Treasury Management Sales Advisor and Merchant Services Sales Advisor.

Act as liaison among clients, Riverview, and merchant bankcard processing provider.

Provide quality customer service and problem resolution.

Work within the scope of Riverview marketing objectives and initiatives to develop Riverview visibility and customer base through ongoing social interaction and community involvement.

Promote a favorable image of Riverview in all business activities within the community.

Additional Duties and Responsibilities:

May be called upon to lead company-wide programs, presentations, and training

Stay informed of new and changing Treasury Management and merchant bankcard products and services to provide most relevant and accurate information and advice to clients and Team members.

Attend ongoing training in Treasury Management and merchant bankcard products and services.

Continuing education for personal and professional development.

Participate in and complete training objectives with passing scores.

Follow all Riverview policies and procedures.

Other duties may be assigned.

RELATIONSHIPS:

With each client contact, Treasury Management Sales Support II will look for cross-sell opportunities to deepen the relationship.

Daily contact with customers and prospective customers to service, implement, develop and maintain successful business relations - creating and utilizing opportunities to promote business and personal relationships.

Frequent contact with Branch, Cash Management, Business and Professional Banking, and Trust personnel to discuss customer and prospect relationships and provide and receive referrals.

Frequent contact with Treasury Management product providers.

Frequent contact with merchant bankcard processing providers.

Frequent contact with support departments to receive information.

Provide coordination and cooperation when interactive with internal and external customers.

QUALIFICATIONS

EDUCATION AND EXPERIENCE REQUIREMENTS

High school diploma or equivalent GED,

5 years banking experience, minimum of 3 years merchant Bank Card and/or Treasury Management experience

SKILLS:

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.

Ability to write reports, business correspondence, and procedure manuals.

Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.

Ability to apply concepts of basic algebra and geometry.

Ability to define problems, collect data, establish facts, and draw valid conclusions.

Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Ability to apply and communicate using management and leadership skills effectively.

Basic knowledge and ability to use Microsoft Office products and/or equivalent computer software applications.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

COMMENTS