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The Position
Job Title
Treasury Management Officer
Job Description
SUMMARY
This position is responsible for generating deposit growth and increasing fee income by developing new business relationships and expanding existing relationships by using a professional and consultative approach to sell treasury management solutions. To achieve a high level of customer satisfaction, revenue, and profitability, this position is expected to stay abreast of current products, policies, technology, industry trends and pricing.
MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)
- Generates leads from referrals and a variety of prospect lists and sources.
- Meets with prospective Treasury Management customers to develop relationships, make consultative presentations, demonstrate products and sell TM products and services that meets the needs of the customer and creates efficiencies in their daily operations.
- Partners with an assigned Onboarding Specialist to complete appropriate product agreements, resolutions and setup forms for products sold and follows through with the customer until proper authorization and execution is obtained.
- Follows up to ensure the customer is comfortable and pleased with the products once implemented.
- Prepares written proposals and comparative analysis.
- Responds to customer inquiries and requests in a prompt and courteous manner.
- Meets established sales goals.
- Model and foster behaviors that support the Banks values and corporate culture creating an atmosphere of trust, cooperation, accountability and dedication to the organization and team.
- Meets with Community Bank Presidents, lenders and bank personnel to increase their knowledge of Treasury Management services to help promote referrals.
ADDITIONAL DUTIES AND RESPONSIBILITIES
- Cross-sells other banking services by partnering with other lines of business.
- Actively participates in industry professional groups and associations when approved by management.
- Utilizes CRM system to track calling activity and management of pipeline.
- Attends department sales meetings and actively participates in activities to improve personal skills, products and the department.
- Accompanies loan officers on joint calls any time there is an opportunity to promote Treasury Management services.
- Prepares proposals in response to Requests for Proposals from Public Entities and businesses and makes presentations as necessary.
- Completes all required compliance exams on a yearly basis.
- Adherence to all First United Policies and Procedures.
- Other duties as assigned by supervisor.
EMPLOYEE SPECIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 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 Work Experience
- High school diploma or GED required; Bachelor's degree or equivalent experience preferred.
- At least three years banking experience required.
- Two years of Treasury Management Services experience required in any capacity whether sales, onboarding or training.
- Knowledge of financial institution policies and procedures required.
- Knowledge of Treasury Management Services and related areas required.
Technical/Functional Competencies
- Exceptional interpersonal skills with ability to work with a variety of people and personality types.
- Strong communication skills both written and verbal.
- Must be self-motivated, work well in a team environment, and have high energy capacity.
- Possesses good presentation skills.
- Demonstrates good judgment and analytical skills. Strong attention to detail
- Possesses a strong sense of customer service.
- Demonstrates dependability through good attendance and adherence to timelines and schedules.
- Proficiency in Microsoft Word, Excel, and PowerPoint applications required
- Willingness to accept additional responsibilities.
- Takes initiative in development and completion of projects.
OTHER REQUIREMENTS:
- Travel between First United Bank branches will be required more than 50%.
- Occasional over-night travel may be required.
- Requires a flexible work schedule that will include some evenings, weekends and overtime work.
NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.
All Locations:
Frisco-Preston Road, McKinney, Plano-Parkwood
If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance.
First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.