Treasury Management Officer

Overview

Position Title
:
Treasury Management Officer

FLSA Status
:
Exempt (17F)

Reports to
:
Treasury Management Sales Manager

Location
:
Tyler, Texas

• Medical, Prescription Drugs, Dental, and Vision Insurance
• Insurance Eligibility for Team Members and Dependents Starting on the First Day of Employment
• 401(k) with a Match
• Basic, Voluntary, and Dependent Life Insurance
• Paid Time Off
• Paid Bank Holidays
• Workplace Wellness Programs
• Employee Assistance Programs
• Tuition Reimbursement

Job Summary
:
The Treasury Management Officer is responsible for effectively selling the Bank's depository and treasury management services to existing and prospective clients, either in conjunction with Relationship Managers or on an individual basis, achieving bank goals and solidifying customer retention efforts by providing a superior level of relationship management and customer service.

Essential Functions
:

• Contacts prospective customers in order to develop new treasury management business.
• Manages relationships with existing customers to ensure proper servicing of accounts and to expand existing business.
• Makes cold calls on non-customers.
• Prepares sales presentations, explains services offered, and recommends services which would benefit clients.
• Identifies opportunities to cross-sell other products and services
• Works referrals for treasury management services from all departments of the Bank
• Attends sales rallies to educate front-line retail staff
• Ensures all business products are set up in accordance with operational policies
• Demonstrates the ability to meet or exceed goals set by senior management
• Trains customers on the use of new products.
• Assists in the development of marketing material.
• Assists management in the development of new services or the modification of existing services.
• Maintains confidentiality of all sensitive Bank information.
• Maintains a positive and caring atmosphere for customers and employees consistent with Southside Bank's mission, CORE Values, and Blue Book culture guide.
• Provides enthusiastic, professional, and courteous service to Southside Bank customers and employees.
• Participates in proactive team efforts to achieve departmental and company goals.
• Understands and agrees to abide by the policies and procedures established at Southside Bank.
• Responsible for complying with audit policies and procedures as they pertain to this position.
• Performs duties in compliance with applicable laws and regulations, including but not limited to the Bank Secrecy Act (BSA) and related anti-money laundering laws, and in accordance with the Bank's Information Security Program.
• Must comply with all applicable laws and regulations.

Additional Functions
:

• Under general guidance with respect to general objectives; in the majority of tasks and projects assigned independently determine methods, work sequence, scheduling, and how to achieve objectives of assignments; operating within specific policy guidelines.
• Provides leadership to others through example and sharing of knowledge/skill.
• Complies with all safety policies, practices, and procedures. Report all unsafe activities to supervisor and/or Human Resources.
• Performs additional duties, as assigned or directed.

Required Education/Experience
:

• Bachelor's degree (B.
  
  A.) from four-year College or university; or one to two years of related experience and/or training; or equivalent combination of education and experience.

Necessary Skills
:

• Ability to read, analyze, and interpret general business periodicals and financial reports.
• Ability to respond to common inquiries or complaints from customers or members of the business community.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
• Ability to apply concepts of basic algebra
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Ability to interpret a variety of instructions furnished in written, oral diagram, or schedule form.
• Proficient personal computer skills including electronic mail, record-keeping, routine database activity, word processing,…