MARKET CASH MANAGEMENT OFFICER

Regular Full-Time

2 PROFESSIONALS

Great Falls Downtown, Great Falls, MT, US

Position General Responsibilities:

Be able to sell and service the entire suite of Cash Management products/services to both new and existing customers. In addition, be able to train in-branch staff in understanding the functionality of eBiz and other Cash Management products/services.

Education, Experience and Certification Requirements

Note: Only minimum responsibilities are listed. Other responsibilities may be required as requested by management.

Basic Qualifications:

• Strong commitment to providing exceptional customer service.

• Excellent interpersonal/people skills with ability to function as part of a team and develop a strong relationship with branches within your market area.

• Strong written & verbal communication skills.

• Ability to organize and prioritize projects effectively.

• Microsoft Office proficiency (Word, Excel, Outlook).

Preferred:

• Previous financial institution/customer service experience

• Knowledge of business’s needs as it relates to cash management products/services

Dimension of Job:

This position is responsible for the North Central and Helena Market sales, set up and ongoing service of Stockman Bank eBiz/cash management services. This includes incorporating a consultative sales approach with customers/prospects that yield results in building the Bank’s overall customer base. A key requirement is an understanding of the technical aspect of the services offered. This individual will work closely with the Market President(s), Cash Management Support and in-market branch personnel.

Position Specific Responsibilities, Duties and Competencies

Sales and Training:

• Identifying applicable eBiz/cash management solutions for new and existing customers in conjunction with Market lender and other local branch participation. This will require a proactive approach by analyzing current customers’ transaction history for additional cash management opportunities and meeting with prospective customers to explain how Stockman Bank’s cash management products/services can assist them.

• Prepare, present and perform eBiz/ cash management presentations to new and existing customers as needed.

• Assist in the resolution of customer issues in cooperation with Cash Management Support and local market branches eBiz specialists.

• Responsible for ongoing customer training of eBiz/cash management and related banking products and services.

• Provide ongoing training and communication on eBiz/cash management services and related services to officers and front line or other employees of the Markets.

• Sales support and training of local branch market Cash Management Specialists.

Operational and Service Functions:

• Responsible for ongoing support of Market eBiz/cash management customers in conjunction with local branch Cash Management Specialists.

• Participate, coordinate and work with Cash Management Support on all facets of eBiz customer set up, ongoing maintenance and general eBiz customer care.

• Responsible for Markets customer E-Biz/cash management documents (set up) and maintenance (ongoing customer care) of related eBiz/Cash Management processes…

• Help with ACH origination requests and ongoing annual review requirements for ACH/Wire/eDirect customers.

• Assure eBiz set up and maintenance documents are completed properly with appropriate authorization by customers.

• Maintenance of Customer Contact/Sales List

• Maintain detailed and in-depth working knowledge of eBiz/cash management and related products and services in order to help as necessary for resolution of customer issues.

• Participate in the development, testing and roll out/delivery of new eBiz/cash management solutions as needed.

• Assist local market branch Cash Management Specialists in customer care and support of eBiz customers.

For full description, which includes physical mental demands please see attachment.