Treasury Management Officer

Summary

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 through a professional and consultative approach to sell treasury management solutions.

Major Duties And Responsibilities

• Generates leads from referrals and a variety of prospect lists and sources.
• Mets with prospective Treasury Management customers to develop relationships, make consultative presentations, demonstrate products and sell TM products and services that meets the needs of the customer and creates efficiencies in their daily operations.
• Partners with an assigned Onboarding Specialist to complete appropriate product agreements, resolutions and setup forms for products sold and follows through with the customer until proper authorization and execution is obtained.
• Follows up to ensure the customer is comfortable and pleased with the products once implemented.
• Prepares written proposals and comparative analysis.
• Responds to customer inquiries and requests in a prompt and courteous manner.
• Mets 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.
• Meets with Community Bank Presidents, lenders and bank personnel to increase their knowledge of Treasury Management services to help promote referrals.

Additional Duties And Responsibilities

• Cross-sells other banking services by partnering with other lines of business.
• Actively participates in industry professional groups and associations when approved by management.
• Utilizes CRM system to track calling activity and management of pipeline.
• Attends department sales meetings and actively participates in activities to improve personal skills, products and the department.
• Accompanies loan officers on joint calls any time there is an opportunity to promote Treasury Management services.
• Prepares proposals in response to Requests for Proposals from Public Entities and businesses and makes presentations as necessary.
• Completes all required compliance exams on a yearly basis.
• Adheres to all First United Policies and Procedures.

Employee Specifications

• Education and Work Experience: High school diploma or GED required; Bachelor's degree or equivalent experience preferred. At least three years banking experience required. Two years of Treasury Management Services experience required in any capacity whether sales, onboarding or training.
• 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. Must be self-motivated, work well in a team environment, and have high energy capacity. Possesses good presentation skills. Demonstrates good judgment and analytical skills. Strong attention to detail. Possesses a 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.

Note

Note: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization. All Locations: McKinney
If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance.

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.