What are the responsibilities and job description for the Treasury Management Sales Officer position at Origin Bank?
Summary - Responsible for the development of new Treasury Management customer business, the expansion of existing commercial relationships, and the delivery or TM products and services. Minimum three (3) years banking experience or related experience in accounting, marketing or other sales-related field required.
Duties and Responsibilities include the following:
- Implements plans and tactics in partnership with other TMOs and the Market President to assist the market in attaining goals and objectives in relation to deposit growth and increased revenue.
- Serve as an expert for Treasury Management products and services, deliver internal presentations when needed, actively participate in sales meetings, and prospect development within the market.
- Manage all elements of the sales cycle including business development, prospect qualification, needs analysis, and close of sale to exceed all deposit and revenue growth goals.
- Provides strategic treasury advisory services to clients and co-workers.
- Assists Relationship Managers, Business Development Bankers and Banking Center Managers by offering value-added services to prospects and clients.
- Maintains Treasury Management Relationships by providing excellent customer support such as online navigation, phone training, account inquiries, problem solving, and technical support.
- Works closely with the Relationship Managers to evaluate prospective customer relationships and offers suitable recommendations for deposit focused relationships.
- Consistently prospects and self-generate leads through networking, community interaction and existing client interactions.
- Actively retains and data mines existing clients for additional cross-sell opportunities through constant communication, treasury management reviews, relationship reviews with Relationship Manager, and conducting on-site evaluations when necessary.
- Educates Treasury Management customers on the risks in the banking environment and the necessary steps to protect themselves.
- Accommodates request for presentations at community events.
Supervisory Responsibilities
This job has no supervisory responsibilities.
Competencies:
To perform the job successfully, an individual should demonstrate the following competencies:
To perform the job successfully, an individual should demonstrate the following competencies:
Analytical and Design:
- Collects and researches data
- Demonstrates attention to detail.
Problem Solving:
- Gathers and analyzes information, identifying and resolving problems in a timely manner
- Develops alternative solutions.
Interpersonal Skills/Customer Service:
- Maintains confidentiality
- Manages difficult or emotional customer situations
- Responds promptly to requests for service and assistance
- Meets commitments.
Oral and Written Communication:
- Speaks clearly and persuasively in positive or negative situations
- Listens and gets clarification
- Responds well to questions
- Demonstrates group presentation skills
- Participates in meetings
- Writes clearly and informative
- Able to read and interpret written information.
Teamwork:
- Balances team and individual responsibilities
- Contributes to building a positive team spirit
- Supports everyone's efforts to succeed.
Organizational Support:
- Follows policies and procedures
- Supports organization's goals and values
- Benefits organization through outside activities.
Judgment:
- Exhibits sound and accurate judgment
- Makes timely decisions.
Planning/Organizing:
- Prioritizes and plans work activities
- Uses time efficiently.
Professionalism:
- Reacts well under pressure, treats others with respect and consideration regardless of their status or position.
Quality and Quantity:
- Demonstrates accuracy and thoroughness
- Completes work in timely manner.
Adaptability and Innovation:
- Adapts to changes in the work environment
- Manages competing demands
- Develops innovative approaches and ideas.
Attendance/Punctuality and Dependability:
- Is consistently at work and on time
- Follows instructions, responds to management direction
- Takes responsibility for own actions.
Qualifications
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/or Experience
- High school diploma, or general education degree (GED) required; Bachelor's degree (B.A.) from four-year college or university in a business-related field preferred.
- Minimum three (3) years banking experience or related experience in accounting, marketing or other sales-related field required.
Computer Skills
- To perform this job successfully, an individual should have knowledge of computer applications such as the Internet, Outlook, Microsoft Word and Excel.
- Ability to use basic office machines. Ability to learn bank-specific software such as MPC, IBS, ADP, etc.
Bank Culture/Customer Service Skills
- Promotes the Bank’s culture, including the support of our Brand promise and Core Values.
- Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor.
- Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bank.
Physical Demands
While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand; sit and use hands to finger, handle, or feel. The employee is occasionally required to walk; reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.
Work Environment The noise level in the work environment is usually moderate.
This job description reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank’s changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank’s sole discretion. Please visit our Origin Bank careers page to review the job description in its entirety.
This job description reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank’s changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank’s sole discretion. Please visit our Origin Bank careers page to review the job description in its entirety.
Origin Bank is an equal opportunity employer based not discriminate in hiring or employment based on race, color, sex, age, marital or veteran status, non-job related disability, religion, national origin, genetic information, or any other basis protected by law.
About Origin Bank:
Deeply rooted in Origin’s history is a culture committed to providing personalized, relationship banking to businesses, municipalities, and personal clients to enrich the lives of the people in the communities it serves. Origin offers a broad range of financial services and currently operates 60 locations throughout Texas, Louisiana, Mississippi, Alabama and the Florida panhandle. In today’s banking landscape, technology is the rule – human interaction and genuine relationships are the exception. Origin Bank delivers on both.
