Treasury Management Officer

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The Position

Job Title
Treasury Management Officer

Job Description

SUMMARY

This position is responsible for selling all Treasury Management products and services by calling on existing and prospective business customers, developing relationships, and providing creative product solutions in a consultative manner.

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 TM activities.
• Works with Treasury Management Sales Associate/Onboarding team 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.
• Submits all required documentation to the TM Support Group for setups to be performed.
• 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 financial and non-financial sales goals.
• Promotes the bank and the department in a positive manner.
• 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.
• Actively participates in industry professional groups and associations when approved by management.
• Tracks sales calls and products sold for proper reporting.
• Assists manager in setting individual and department goals for sales call activity and revenue.
• 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 Cash 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 preferred).
• Five years banking experience required.
• Three - Five years Treasury Management Sales experience preferred.
• Knowledge of financial institution policies and procedures required.
• Knowledge of Treasury Management Services and related areas preferred.

Technical/Functional Competencies

• Exceptional interpersonal skills with ability to work with a variety of people and personality types.
• Relates well with customers and employees by all means of communication, including written, verbal and non-verbal.
• Possesses a desire to sell products and meet with business representatives.
• Possesses good presentation skills.
• Demonstrates good judgment and analytical skills.
• Possesses a strong sense of customer service.
• Demonstrates dependability through good attendance and adherence to timelines and schedules.
• Proficient use of Salesforce, Microsoft products: Word, Excel and Outlook.
• Willingness to accept additional responsibilities.
• Takes initiative in development and completion of projects.

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:
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[redacted] 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.