Treasury Management Sales Officer

Third Coast Bank; Beaumont (TX); On-site; USD 75,000 - 110,000; Full time

Job summary

Third Coast Bank in Beaumont, TX is seeking a Treasury Management Sales Officer to grow deposits and treasury relationships through consultative selling. You will educate clients on TM features, prepare cost analyses, and present tailored solutions that drive revenue.

The role requires 5+ years in banking, a Bachelor's degree, strong communication and training skills, and willingness to travel 25–50% to support customers and audits.

Qualifications

• Bachelor's degree from an accredited 4-year college or university.
• 5 years banking experience in customer service, retail operations, treasury management support or sales.
• Proficient knowledge of online banking, ACH and Wires, remote deposits, and account analysis.
• Excellent organizational and time management skills.
• Excellent verbal, written, and interpersonal communication skills.

Responsibilities

• Develop strategy to generate new deposits and treasury customers.
• Demonstrate proficient knowledge of treasury management services and educate customers on features and benefits.
• Conduct sales presentations, negotiate pricing, and provide cost analysis.
• Complete documentation and client setup of TM products in bank systems.
• Respond professionally to customer inquiries and concerns in a timely manner.
• Manage pipeline and support department functions during absences or overloads.
• Support proper procedures, policies, and systems for compliance and customer satisfaction.
• Travel as needed.
• Assist with audits and exams as needed.
• Facilitate training opportunities for bank personnel on TM services.
• Generate/support new ideas for treasury management products.

Skills

Sales

Customer service

Treasury knowledge

Communication

Negotiation

Time management

Documentation

Analytical thinking

Problem solving

Training staff

Education

Bachelor's degree

Job description

Position Summary

Established in March of 2008, Third Coast Bank 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 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.

Essential Functions

• 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.

Secondary Functions

• 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..)

Supervisory Responsibility

This position has no supervisory responsibilities.

Job Type

This is a full-time, exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm.

Travel

Travel is expected 25%-50% of the time for this position.

Work Environment

This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers.

Physical Demands

This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.

Mental Demands

The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.

Education and Experience

• 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