Treasury Management Sales Officer

THIRD COAST BANK•Houston, TX

About The Position

Established in March of 2008, Third Coast Bank ssb is a community-owned bank seeking sound growth and dedicated to increasing long term shareholder value by promoting excellence in performance. Our personalized banking services are geared to fulfill the financial objectives of our consumers and commercial patrons. The spirit of community ownership is the centerpiece of our bank's future success. Also, our bank's success depends upon our ability to attract and retain people committed to teamwork, continuous improvement and exemplary customer service. Third Coast Bank ssb is an equal opportunity employer and does not discriminate against applicants or employees on the basis of race, color, gender, age, religion, national origin, genetic information or disability. The Treasury Management Sales Officer will be tasked with providing exceptional customer service to Treasury Management customers as well as internal bank personnel. This position is responsible for developing new business relationships and expanding existing relationships by using a professional and consultative approach to sell treasury management solutions. To achieve a high level of customer satisfaction, revenue, and profitability, this position is expected to stay abreast of current products, policies, technology, industry trends and pricing.

Requirements

Bachelor's Degree from an accredited 4-year college or university
5 years experience in banking as customer service representative, retail operations, treasury management support or sales
Proficient knowledge of online banking, electronic payments such as ACH and Wires, remote deposits, and account analysis
Excellent organizational and time management skills
Proficient skills in computer terminal and personal computer operation; word processing, and spreadsheet software programs
Intermediate math skills; ability to calculate interest, account analysis earnings credit, and cost analysis
Exceptional verbal, written, and interpersonal communication skills with the ability to instruct others, train personnel, and write reports/memos/correspondence
Ability to deal with complex problems involving multiple facets and variables in non-standard situations
Ability to perform at a high level of competency with no supervision while performing duties
Current driver's license and a vehicle with appropriate insurance coverage to drive in the course of performing assigned duties and responsibilities

Responsibilities

Develop and execute a strategy to generate new deposits and treasury customers.
Demonstrate proficient knowledge of treasury management services and educate customers on the features, benefits, and value propositions related to each service.
Conduct sales presentations, negotiate pricing, and provide cost analysis.
Complete necessary documentation, implementation on bank systems, and customer setup of TM products and services.
Respond professionally and accurately to customer service inquiries and concerns in a timely manner.
Manage individual pipeline and tasks as well as support various department functions in the absence of staff members or in overload situations to ensure deadlines and/or expectations are met.
Support the development and maintenance of proper procedures, policies, and systems to assure compliance and customer satisfaction with treasury products.
Travel as needed.
Assist with Audits and Exams as needed.
Facilitate training opportunities for bank personnel to become more familiar and comfortable with treasury management services.
Generate and/or support new ideas for treasury management products and services.
Assist with special projects as needed (i.e., RDC updates, Online Banking or App enhancements, new product launches, etc..)