Treasury Management Sales Officer III

Treasury Management Sales Representative

Responsible for the development of new Treasury Management customer business, the expansion of existing commercial relationships, and the delivery of TM products and services.

Duties and Responsibilities include the following :

• Showcases strong client interaction skills, demonstrating the ability to influence the outcome of the sales process.
• Consistently exceeds annual sales goals and tasks set by Management.
• Demonstrates the aptitude for powerful presentations and negotiation skills with internal and external clients.
• Create and implements plans and tactics with the Market President to assist the market in attaining goals and objectives in relation to deposit growth and increased revenue.
• Serve as an expert for Treasury Management products and services, deliver internal presentations when needed, actively participate in sales meetings, and prospect development within the market.
• Manage all elements of the sales cycle including business development, prospect qualification, needs analysis, and close of sale to exceed all deposit and revenue growth goals.
• Provides strategic treasury advisory services to clients and co-workers.
• Maintains a working knowledge of financial management principles.
• Assists Relationship Managers, Business Development Bankers and Banking Center Managers by offering value-added services to prospects and clients.
• Maintains Treasury Management Relationships by providing excellent customer support such as online navigation, phone training, account inquiries, problem solving, and technical support.
• Works closely with the Relationship Managers to evaluate prospective customer relationships and offers suitable recommendations for deposit focused relationships.
• Consistently prospects and self-generate leads through networking, community interaction and existing client interactions.
• Actively retains and data mines existing clients for additional cross-sell opportunities through constant communication, treasury management reviews, relationship reviews with Relationship Manager, and conducting on-site evaluations when necessary.
• Educates Treasury Management customers on the risks in the banking environment and the necessary steps to protect themselves.
• Accommodates request for presentations at community events.
• Develop sales proposals, RFP responses, and pricing proformas for existing clients and prospects to further develop and strengthen business relationships.

Supervisory Responsibilities

This job has no supervisory responsibilities.

Competencies - To perform the job successfully, an individual should demonstrate the following competencies :

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and / or Experience

High School diploma or General Education Degree (GED) required. Bachelor's degree (B.A.) from four-year college or university in a business-related field preferred; MBA or advanced degree desirable. CTP designation highly recommended. Minimum of ten (10) years banking experience or related experience in accounting, marketing or other sales-related field required.

Computer Skills

To perform this job successfully, an individual should have knowledge of computer applications such as the Internet, Outlook, Microsoft Word and Excel. Ability to use basic office machines. Ability to learn bank-specific software such as MPC, IBS, ADP, etc.

Bank Culture / Customer Service Skills

Promotes the Bank's culture, including the support of our Brand promise and Core Values.

Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor. Ability to serve customers, both internal and external, (community / public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bank.

Physical Demands

While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand; sit and use hands to finger, handle, or feel. The employee is occasionally required to walk; reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and / or move up to 10 pounds and occasionally lift and / or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.

Work Environment

The noise level in the work environment is usually moderate.

This job description reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank's changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank's sole discretion.