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Treasury Management Sales Specialist

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Posted : Wednesday, August 28, 2024 11:18 PM

Responsible for business development activity for the suite of Treasury Management products and services.
Employee works closely with bank staff, primary relationship managers, to identify and reach out to prospective Treasury Management customers, both within and outside the base of existing Austin Bank customers.
This position requires excellent customer service and computer skills as most communication with co-workers and customers occurs via email or phone.
ESSENTIAL DUTIES AND RESPONSIBILITIES: * TM sales activity, including: * Identifying prospects and making sales calls * Accompanying Relationship Managers on prospecting and sales calls * Closing new TM relationships * Mining existing relationships for additional TM cross-sell opportunities * Conduct regular touchpoints with top and key clients annually * Provide deposit relationship support to Relationship Managers / Lenders * Provide TM product and prospect identification training to other teams in the Bank, such as lending, loan assistants, branch staff, and others who are in a position to identify TM sales opportunities * Maintain current, in-depth knowledge of TM products and services and bank operational issues as they relate to TM * Grow TM fee income and deposits PHYSICAL DEMANDS: * Physical requirements for this position are modest and reflective of a typical office environment.
* Occupational requirements include the ability to see, hear, and speak clearly and distinctly.
* Requirements are high for meeting deadlines, frequent interruptions, and telephone and email activity.
* Travel is moderate for regional travel to client locations; occasional travel is required throughout branch footprint; occasional overnight travel may be required.
* Occasional public speaking may be required.
* Must be able to work at a computer for extended periods of time.
* Mental activity required is high for reasoning, remembering, reading, writing and speaking.
SUPERVISION RECEIVED: * The TSS reports directly to the VP/ Senior Officer TM Sales.
PERFORMANCE REQUIREMENTS, KNOWLEDGE, SKILLS AND ABILITIES: * Knowledge of Treasury Management, banking and bank operations * Demonstrated record of sales success * Excellent organizational skills to maintain daily workflows, with the ability to prioritize workload and multi-task in a fast pace environment while maintaining accuracy and attention to detail * Strong problem assessment and solving skills to identify solutions to client needs * Proven strong customer service orientation and excellent customer service and communication skills * Human relations and communication skills to interact effectively with management and other employees * A strong aptitude toward sales, marketing, and promoting the bank Job Type: Full-time Pay: From $52,500.
00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Disability insurance * Employee assistance program * Flexible schedule * Flexible spending account * Health insurance * Life insurance * Paid time off * Tuition reimbursement * Vision insurance Physical setting: * Office Schedule: * 8 hour shift * Monday to Friday Supplemental pay types: * Bonus opportunities Ability to Relocate: * Tyler, TX 75702: Relocate before starting work (Required) Work Location: In person

• Phone : NA

• Location : 305 South Broadway Avenue, Tyler, TX

• Post ID: 9041414126


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