Treasury Management Officer

First United Bank; Austin (TX); On-site; USD 65,000 - 85,000; Full time

Job summary

First United Bank in Austin, Texas is seeking a Treasury Management Officer responsible for generating deposit growth and increasing fee income by developing new business relationships. This role requires exceptional interpersonal and communication skills, a strong customer service orientation, and a minimum of three years of banking experience.

The successful candidate will effectively work with a variety of teams, manage customer inquiries promptly, and ensure high levels of customer satisfaction while promoting Treasury Management solutions.

Qualifications

• Minimum of three years banking experience required.
• Two years of Treasury Management Services experience in any capacity.
• Knowledge of financial institution policies required.

Responsibilities

• Generate leads and build relationships with Treasury Management customers.
• Develop consultative presentations to sell TM services.
• Prepare proposals and respond to customer inquiries.

Skills

Exceptional interpersonal skills

Strong communication skills

Self-motivated and team-oriented

Good presentation skills

Attention to detail

Customer service orientation

Education

High school diploma or GED

Bachelor's degree or equivalent experience

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Position

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 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.

Responsibilities

• Generates leads from referrals and a variety of prospect lists and sources.
• Meets with prospective Treasury Management customers to develop relationships, make consultative presentations, demonstrate products and sell TM products and services that meet the needs of the customer and create 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.
• Meets 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.
• Adherence to all First United Policies and Procedures.
• Other duties as assigned by supervisor.

Qualifications

• 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.
  • 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.
  • 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.
  • Self-initiated work ethic and mile-high motivation.

Other Requirements

• Travel between First United Bank branches will be required more than 50%.
• Occasional overnight travel may be required.
• Requires a flexible work schedule that will include some evenings, weekends and overtime work.

EEO 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.