Treasury Management Sales Officer

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 :

Analytical and Design :

Problem Solving :

Interpersonal Skills / Customer Service :

Oral and Written Communication :

Teamwork :

Organizational Support :

Judgment :

Planning / Organizing :

Professionalism :

Quality and Quantity :

Adaptability and Innovation :

Attendance / Punctuality and Dependability :

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

Computer Skills

Bank Culture / Customer Service Skills

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.

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.