Treasury Management Sales Specialist in Longview Oak Forest

2 weeks ago

Longview, United States Austin Bank Full time
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


EXPERIENCE:
  • Minimum of two years of bank experience is preferred
  • Prior sales experience is preferred
EDUCATION:
  • Bachelor's degree in finance, management, business, or related field is preferred
  • CTP designation is preferred


While performing the duties of this job, the employee is regularly required to sit, talk and hear. The employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and reach with hands and arms.

The employee is occasionally required to stand and walk or otherwise travel to various locations within the bank, as well as frequent travel between bank and client locations.

DECISION MAKING: This position bears considerable responsibility with respect to developing new business opportunities, delivering the product to clients, and providing problem-solving and support to customers with respect to product operations.

WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually quiet.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all essential duties, responsibilities and requirements of personnel.

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