Treasury Management Officer
First United Bank and Trust, Temple, TX, United States
Job Title
Treasury Management Officer
Summary
This position is responsible for generating deposit growth and increasing fee income by developing new business relationships and expanding existing relationships using a professional and consultative approach to sell treasury management solutions. To achieve a high level of customer satisfaction, revenue, and profitability, this position must stay abreast of current products, policies, technology, industry trends, and pricing.
Major Duties and Responsibilities (Essential Functions)
Generate leads from referrals and various prospect lists and sources.
Meet with prospective Treasury Management customers to develop relationships, make consultative presentations, demonstrate products, and sell TM products and services that meet the customer’s needs and create efficiencies in daily operations.
Partner with an assigned Onboarding Specialist to complete appropriate product agreements, resolutions, and setup forms for sold products and follow through with the customer until proper authorization and execution is obtained.
Follow up to ensure the customer is comfortable and pleased with the products once implemented.
Prepare written proposals and comparative analysis.
Respond to customer inquiries and requests in a prompt and courteous manner.
Meet established sales goals.
Model and foster behaviors that support the Bank's values and corporate culture, creating an atmosphere of trust, cooperation, accountability, and dedication to the organization and team.
Meet with Community Bank Presidents, lenders, and bank personnel to increase their knowledge of Treasury Management services and help promote referrals.
Additional Duties and Responsibilities
Cross‑sell other banking services by partnering with other lines of business.
Actively participate in industry professional groups and associations when approved by management.
Utilize CRM system to track calling activity and manage pipeline.
Attend department sales meetings and actively participate in activities to improve personal skills, products, and the department.
Accompany loan officers on joint calls whenever an opportunity to promote Treasury Management services arises.
Prepare proposals in response to Requests for Proposals from public entities and businesses and give presentations as necessary.
Complete all required compliance exams on a yearly basis.
Adhere to all First United policies and procedures.
Perform other duties as assigned by supervisor.
Employee Specifications
Education and Work Experience
High school diploma or GED required; bachelor's degree or equivalent experience preferred.
At least three years of banking experience required.
At least two years of Treasury Management Services experience required in any capacity (sales, onboarding, or training).
Knowledge of financial institution policies and procedures required.
Knowledge of Treasury Management Services and related areas required.
Technical/Functional Competencies
Exceptional interpersonal skills with ability to work with a variety of people and personality types.
Strong communication skills, both written and verbal.
Self‑motivated, works well in a team environment, and has high energy capacity.
Demonstrates good judgment and analytical skills; strong attention to detail.
Strong sense of customer service.
Demonstrates dependability through good attendance and adherence to timelines and schedules.
Proficiency in Microsoft Word, Excel, and PowerPoint applications required.
Willingness to accept additional responsibilities.
Takes initiative in development and completion of projects.
Other Requirements
Travel between First United Bank branches required for more than 50% of the role.
Occasional overnight travel may be required.
Requires a flexible work schedule that may include evenings, weekends, and overtime work.
Equal Opportunity Employer Statement
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.
Application Assistance
If any applicant is unable to complete an application or respond to a job opening because of a disability, please email HR@firstunitedbank.com for assistance.
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Treasury Management Officer
Summary
This position is responsible for generating deposit growth and increasing fee income by developing new business relationships and expanding existing relationships using a professional and consultative approach to sell treasury management solutions. To achieve a high level of customer satisfaction, revenue, and profitability, this position must stay abreast of current products, policies, technology, industry trends, and pricing.
Major Duties and Responsibilities (Essential Functions)
Generate leads from referrals and various prospect lists and sources.
Meet with prospective Treasury Management customers to develop relationships, make consultative presentations, demonstrate products, and sell TM products and services that meet the customer’s needs and create efficiencies in daily operations.
Partner with an assigned Onboarding Specialist to complete appropriate product agreements, resolutions, and setup forms for sold products and follow through with the customer until proper authorization and execution is obtained.
Follow up to ensure the customer is comfortable and pleased with the products once implemented.
Prepare written proposals and comparative analysis.
Respond to customer inquiries and requests in a prompt and courteous manner.
Meet established sales goals.
Model and foster behaviors that support the Bank's values and corporate culture, creating an atmosphere of trust, cooperation, accountability, and dedication to the organization and team.
Meet with Community Bank Presidents, lenders, and bank personnel to increase their knowledge of Treasury Management services and help promote referrals.
Additional Duties and Responsibilities
Cross‑sell other banking services by partnering with other lines of business.
Actively participate in industry professional groups and associations when approved by management.
Utilize CRM system to track calling activity and manage pipeline.
Attend department sales meetings and actively participate in activities to improve personal skills, products, and the department.
Accompany loan officers on joint calls whenever an opportunity to promote Treasury Management services arises.
Prepare proposals in response to Requests for Proposals from public entities and businesses and give presentations as necessary.
Complete all required compliance exams on a yearly basis.
Adhere to all First United policies and procedures.
Perform other duties as assigned by supervisor.
Employee Specifications
Education and Work Experience
High school diploma or GED required; bachelor's degree or equivalent experience preferred.
At least three years of banking experience required.
At least two years of Treasury Management Services experience required in any capacity (sales, onboarding, or training).
Knowledge of financial institution policies and procedures required.
Knowledge of Treasury Management Services and related areas required.
Technical/Functional Competencies
Exceptional interpersonal skills with ability to work with a variety of people and personality types.
Strong communication skills, both written and verbal.
Self‑motivated, works well in a team environment, and has high energy capacity.
Demonstrates good judgment and analytical skills; strong attention to detail.
Strong sense of customer service.
Demonstrates dependability through good attendance and adherence to timelines and schedules.
Proficiency in Microsoft Word, Excel, and PowerPoint applications required.
Willingness to accept additional responsibilities.
Takes initiative in development and completion of projects.
Other Requirements
Travel between First United Bank branches required for more than 50% of the role.
Occasional overnight travel may be required.
Requires a flexible work schedule that may include evenings, weekends, and overtime work.
Equal Opportunity Employer Statement
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.
Application Assistance
If any applicant is unable to complete an application or respond to a job opening because of a disability, please email HR@firstunitedbank.com for assistance.
#J-18808-Ljbffr