Jefferson Bank · 4 months ago
Treasury Management Sales Officer II
San Antonio, TX, US
Full-time
Onsite
Mid, Senior Level
5+ years expJefferson Bank is a financial institution seeking a Treasury Management Sales Officer II to educate commercial customers on Treasury Management Products and Services. The role involves driving sales growth, generating new deposits, and expanding services within the market while providing tailored training and support to internal teams and customers.
BankingFinanceFinancial ServicesLending
Responsibilities
This role focuses on driving sales growth through targeted outreach, utilizing internal partner leads, and conducting external business development calls which results in proactively building external prospect pipelines
Responsible for generating new commercial deposits each year
Responsible for assisting the Treasury Management Group with obtaining annual fee income goals
Focus will be on supporting internal sales channels request via CRM for the Banking Centers, Private Banking and Commercial Lending
Responsible for expanding Treasury Management Services in the New Braunfels, Boerne, and San Antonio Market
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, Lockbox, Merchant Services, Treasury Management Platform, Various Treasury Reporting etc
Conduct personalized and tailored training sessions with the Commercial Lending Group, Private Banking and the Banking Center Group to ensure driven, purposeful calls for all TM Services at customer location, Zoom, Teams or phone support
Be readily available and highly responsive to internal bank partners, existing and/or prospective customers’ request
Prepare and present tailored demo presentations for internal bank partners, existing customer and/or prospects
Ensure Treasury Management support teams receive accurate and timely documentation for implementing and modifying services
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
Maintain accurate records via CRM of customer calls including planning and coordinating call scheduled to be the most efficient for the customer
Utilize bank’s technology such as PDF, e-signature and secured e-mail to deliver customer specific related documents
Assist in developing performance tracking reports for management to accurately measure sales and service delivery monthly
Maintain and ensure accurate records of the TM boarding process and security elections according to quality assurance standards
Participate, promote, and/or coordinate community events related to Treasury Management Services
Deploy an elevated level of critical thinking 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
This role may involve travel within the Bank's geographic area
Perform other duties as assigned
Qualification
Required
Five to Seven years' experience in Treasury Management or related Treasury Management Roles
Seven years' experience in general bank operations including electronic banking, payment systems and other bank core systems
Five 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
High School or equivalent. College degree, preferred
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
Excellent computer literacy in all Microsoft Programs (Outlook, Word, Excel, and PowerPoint)
Ability to use Adobe Standard and Reader
Proficiency in utilizing various internet browsers
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
Valid driver's license is required
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
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 San Antonio and surrounding areas
Preferred
College degree, preferred
Core banking systems (Jack Henry Silverlake, ProfitStars, preferred)
Company
Jefferson Bank
Jefferson Bank provides checking, savings, loans, mortgages, online banking and wealth management services to individuals and businesses.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Bill Goetz
Senior Executive Vice President & CFO
Mitchell Walker
Executive Vice President - Chief Operating Officer
Company data provided by crunchbase