First United Bank · 2 weeks ago
Treasury Management Officer
San Antonio, TX
Full-time
Onsite
Mid Level
3+ years expFirst United Bank is a well-regarded organization known for its supportive work culture and growth opportunities. The Treasury Management Officer is responsible for generating deposit growth and increasing fee income by developing new business relationships and expanding existing ones through consultative selling of treasury management solutions.
BankingFinancial ServicesInsuranceLending
Responsibilities
Generates leads from referrals and a variety of prospect lists and sources
Meets with prospective Treasury Management customers to develop relationships, make consultative presentations, demonstrate products and sell TM products and services that meets the needs of the customer and creates efficiencies in their daily operations
Partners with an assigned Onboarding Specialist to complete appropriate product agreements, resolutions and setup forms for products sold and follows through with the customer until proper authorization and execution is obtained
Follows up to ensure the customer is comfortable and pleased with the products once implemented
Prepares written proposals and comparative analysis
Responds to customer inquiries and requests in a prompt and courteous manner
Meets established sales goals
Model and foster behaviors that support the Bank’s values and corporate culture creating an atmosphere of trust, cooperation, accountability and dedication to the organization and team
Meets with Community Bank Presidents, lenders and bank personnel to increase their knowledge of Treasury Management services to help promote referrals
Cross-sells other banking services by partnering with other lines of business
Actively participates in industry professional groups and associations when approved by management
Utilizes CRM system to track calling activity and management of pipeline
Attends department sales meetings and actively participates in activities to improve personal skills, products and the department
Accompanies loan officers on joint calls any time there is an opportunity to promote Treasury Management services
Prepares proposals in response to Requests for Proposals from Public Entities and businesses and makes presentations as necessary
Completes all required compliance exams on a yearly basis
Adherence to all First United Policies and Procedures
Other duties as assigned by supervisor
Qualification
Required
High school diploma or GED required; Bachelor's degree or equivalent experience preferred
At least three years banking experience required
Two years of Treasury Management Services experience required in any capacity whether sales, onboarding or training
Knowledge of financial institution policies and procedures required
Knowledge of Treasury Management Services and related areas required
Exceptional interpersonal skills with ability to work with a variety of people and personality types
Strong communication skills both written and verbal
Must be self-motivated, work well in a team environment, and have high energy capacity
Possesses good presentation skills
Demonstrates good judgment and analytical skills. Strong attention to detail
Possesses a strong sense of customer service
Demonstrates dependability through good attendance and adherence to timelines and schedules
Proficiency in Microsoft Word, Excel, and PowerPoint applications required
Willingness to accept additional responsibilities
Takes initiative in development and completion of projects
Travel between First United Bank branches will be required more than 50%
Occasional over-night travel may be required
Requires a flexible work schedule that will include some evenings, weekends and overtime work
Company
First United Bank
First United Bank is a banking company that specializes in the fields of personal banking, loans, and business loans.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$80.45M2022-02-01Series Unknown· $80.45M
Leadership Team
Tadd D. Tobkin
EVP - Chief Technology Officer
Recent News
2026-01-13
2025-11-11
2025-10-22
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