Treasury Management Sales Officer

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Full-Time 2C Entry Prof Austin, TX, US

2 days ago Requisition

JOB FUNCTION:

Educate existing or prospective commercial customers on the variety of Treasury Management Products and Services tailored to assist with streamlining their day-to-day operations, improve cash flow while reducing their exposure to potential fraud.

DUTIES & RESPONSIBILITIES:

• Primary focus will be to focus on supporting internal sales channels request via CRM for the Banking Centers, Private Banking and Commercial Lending.
• Being well versed in all product offerings related but not limited to Treasury Management. Ex: ACH, Same Day ACH, Domestic and International Wires, Remote Deposit Capture, Positive Pay, Payee Match, Teller Positive Pay, ACH Filters, Lockbox, Merchant Services, Treasury Management Platform, Various Treasury Reporting etc.
• Conduct sales driven, purposeful calls for all TM Services at customer location, Zoom or phone support.
• Be readily available and highly responsive to internal Bank partners, existing or prospective customers’ request.
• Prepare and present tailored demo presentations for internal Bank partners, existing customer and/ or prospects.
• Coordinate appointments with Treasury Management Implementation Specialist and Bank Servicing Officer.
• Present training sessions for customers independently or in conjunction with other officers
• Perform site visit and maintain related documentation
• Contact new and existing customers to introduce Treasury Management products and services
• Perform customer base analysis to determine target market for Treasury Management Services
• Maintain accurate records via CRM or any future CRM related applications of customer calls including planning and coordinating call scheduled to be the most efficient within the customer’s request time
• Utilize bank’s technology such as PDF, Adobe E-Sign and secured e-mail to deliver customer specific related documents
• Prepare various monthly reports to Treasury Management Sales Manager
• Maintain and ensure accurate records of the TM boarding process and security elections according to quality assurance standards
• Conduct independent research on latest technology for Online Banking services
• Participate, promote and/or coordinate community events related to Treasury Management Commercial Services.
• Deploy a high level of problem-solving skills to expedite resolutions for customer issues.
• Serve as customer advocate and support positive relationships with problem solving or custom request by customers
• Assist Treasury Management Implementation Specialist and Treasury Management Support with special projects
• Practice independent time management skills to most efficiently plan daily activities
• Perform other duties as assigned

MINIMUM QUALIFICATIONS
:

Work Experience

• Four years’ experience in general bank operations including electronic banking, payment systems and other bank core systems
• Two years’ experience working with customers in a professional environment on the phone and face to face
• Experience working at a high level of diplomacy and professionalism with a variety of customers including senior bank officers

Supervisory Experience

• None

Education/Skills/Experience

• Experience in a sales and service environment
• Experience in presenting products to large, preferred business customers or individuals
• Demonstrated communication skills (written and oral)
• Demonstrated ability to work in a fast-paced work environment handling multiple projects.

Equipment/Machines/Software

• Excellent computer literacy in all Microsoft Programs (Outlook, Word, Excel, and PowerPoint).
• Ability to use Adobe Standard…