Treasury Management Sales Officer

Jefferson Bank; Austin (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Jefferson Bank is seeking a Treasury Management Sales Officer in Austin, TX. The role focuses on educating commercial customers about Treasury Management products and services to streamline operations and reduce fraud exposure.

The position emphasizes sales-driven calls, tailored demonstrations, and collaboration with TM Implementation and Bank Servicing teams to ensure effective onboarding and ongoing customer support.

Qualifications

• Four years’ experience in general bank operations including electronic banking, payment systems and other bank core systems.
• Two years’ experience working with customers in a professional environment on the phone and face to face.
• Experience with diplomacy and professionalism with a variety of customers including senior bank officers.

Responsibilities

• Educate commercial customers on Treasury Management products and services.
• Conduct calls and presentations for TM services at customer locations, Zoom or phone.
• Prepare tailored demos for internal partners and customers.
• Coordinate with TM Implementation Specialist and Bank Servicing Officer.
• Maintain accurate CRM records of customer interactions and calls.
• Develop target market analysis for TM services.

Skills

Sales experience

Communication skills

Organizational skills

Independent work

Tools

Microsoft Office (Outlook/Word/Excel/PowerPoint)

Adobe Acrobat

Jack Henry Silverlake/ProfitStars

Remote Deposit Capture scanners

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Treasury Management Sales Officer

Full-Time 2C Entry Prof Austin, TX, US

2 days ago Requisition ID: 1564

JOB FUNCTION:

Educate existing or prospective commercial customers on the variety of Treasury Management Products and Services tailored to assist with streamlining their day-to-day operations, improve cash flow while reducing their exposure to potential fraud.

DUTIES & RESPONSIBILITIES:

• Primary focus will be to focus on supporting internal sales channels request via CRM for the Banking Centers, Private Banking and Commercial Lending.
• Being well versed in all product offerings related but not limited to Treasury Management. Ex: ACH, Same Day ACH, Domestic and International Wires, Remote Deposit Capture, Positive Pay, Payee Match, Teller Positive Pay, ACH Filters, Lockbox, Merchant Services, Treasury Management Platform, Various Treasury Reporting etc.
• Conduct sales driven, purposeful calls for all TM Services at customer location, Zoom or phone support.
• Be readily available and highly responsive to internal Bank partners, existing or prospective customers’ request.
• Prepare and present tailored demo presentations for internal Bank partners, existing customer and/ or prospects.
• Coordinate appointments with Treasury Management Implementation Specialist and Bank Servicing Officer.
• Present training sessions for customers independently or in conjunction with other officers
• Perform site visit and maintain related documentation
• Contact new and existing customers to introduce Treasury Management products and services
• Perform customer base analysis to determine target market for Treasury Management Services
• Maintain accurate records via CRM or any future CRM related applications of customer calls including planning and coordinating call scheduled to be the most efficient within the customer’s request time
• Utilize bank’s technology such as PDF, Adobe E-Sign and secured e-mail to deliver customer specific related documents
• Prepare various monthly reports to Treasury Management Sales Manager
• Maintain and ensure accurate records of the TM boarding process and security elections according to quality assurance standards
• Conduct independent research on latest technology for Online Banking services
• Participate, promote and/or coordinate community events related to Treasury Management Commercial Services.
• Deploy a high level of problem-solving skills to expedite resolutions for customer issues.
• Serve as customer advocate and support positive relationships with problem solving or custom request by customers
• Assist Treasury Management Implementation Specialist and Treasury Management Support with special projects
• Practice independent time management skills to most efficiently plan daily activities
• Perform other duties as assigned

MINIMUM QUALIFICATIONS:

Work Experience

• Four years’ experience in general bank operations including electronic banking, payment systems and other bank core systems
• Two years’ experience working with customers in a professional environment on the phone and face to face
• Experience working at a high level of diplomacy and professionalism with a variety of customers including senior bank officers

Supervisory Experience

• None

Education/Skills/Experience

• Experience in a sales and service environment
• Experience in presenting products to large, preferred business customers or individuals
• Demonstrated communication skills (written and oral)
• Demonstrated ability to work in a fast-paced work environment handling multiple projects.

Equipment/Machines/Software

• Excellent computer literacy in all Microsoft Programs (Outlook, Word, Excel, and PowerPoint).
• Ability to use Adobe Standard and Reader.
• Core banking systems (Jack Henry Silverlake, ProfitStars, preferred)
• Ability to work with office equipment such as copiers, scanners, shredders, fax, laptop, projectors, audio visual equipment, check scanners, and iPad.
• Proficient use and installation of Remote Deposit Capture Scanners.

Position Includes Driving

• Yes, valid driver’s license is required.

Competency Requirements

• Must be able to hear and speak to communicate with customers.
• Proven organizational skills with ability to multi-task and follow assigned tasks through.
• Ability to work independently with minimal supervision.
• Must be accustomed to a fast-paced office environment.
• Must have the ability to work with frustrated or anxious customers.

Physical Requirements

• Must be able to reach, bend and lift files up to 30 lbs.
• Must be able to sit for most of the day in front of a computer.
• Must be able to use telephone headsets.
• Must be able to type on a keyboard.
• Must be able to speak to and hear customers.
• Must be able to read a laptop/computer monitor.
• Must be able to be mobile in an office environment.
• Must have reliable transportation and able to travel to make calls in Austin with footprint in New Braunfels and surrounding Hill Country areas.

This job description does not imply an employment contract, nor is it intended to include every duty and responsibility that employee is responsible. Duties and tasks may be assigned by management team based on department and business needs.