Treasury Management Sales Officer

Origin Bank • Houston, TX

75d

About The Position

Responsible for the development of new Treasury Management customer business, the expansion of existing commercial relationships, and the delivery of TM products and services.

Requirements

• High School diploma or General Education Degree (GED) required.
• Bachelor's degree (B.A.) from four-year college or university in a business-related field preferred; MBA or advanced degree desirable.
• CTP designation highly recommended.
• Minimum of ten (10) years banking experience or related experience in accounting, marketing or other sales-related field required.
• Knowledge of computer applications such as the Internet, Outlook, Microsoft Word and Excel.
• Ability to use basic office machines.
• Ability to learn bank-specific software such as MPC, IBS, ADP, etc.

Responsibilities

• Showcases strong client interaction skills, demonstrating the ability to influence the outcome of the sales process.
• Consistently exceeds annual sales goals and tasks set by Management.
• Demonstrates the aptitude for powerful presentations and negotiation skills with internal and external clients.
• Create and implements plans and tactics with 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.
• Maintains a working knowledge of financial management principles.
• 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.
• Develop sales proposals, RFP responses, and pricing proformas for existing clients and prospects to further develop and strengthen business relationships.

Benefits

• Promotes the Bank's culture, including the support of our Brand promise and Core Values.
• Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor.
• Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bank.

What This Job Offers

• Job Type: Full-time
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree