Treasury Management Officer

Summary: Promotes Sales of Treasury Management products and services in specified markets by performing the following duties.
Duties and Responsibilities include the following;
Responsible for Sales and Marketing of Treasury Products and Services. Provides support and customer service of Treasury Management products and services for clients when needed.
Trains customers on Treasury Management systems as needed.
Assists Commercial Relationship Bankers, Business Development Bankers, and Banking Center Managers by offering value-added services to prospects and customers.
Trains Bank personnel on Cash Management products and services.
Evaluates prospective customer relationships and offers analyses for possible account types, interest potential and fees.
Works with Deposit Management Services Committee when needed with the primary goal of driving deposits.
Consistently prospects and self-generates leads using various methods, including networking, community interaction and existing client engagement.
Actively retains existing clients via constant communication and performing treasury reviews.
Cross-sells various banking services and products to all private/commercial customers.
Researches concerns/problems that a customer may have with their account and offer a resolution.
Assists with research of new Treasury Management products and services as needed
Prepares responses to Request for Proposals (RFPs) as needed.
Competencies - To perform the job successfully, an individual should demonstrate the following competencies:
Analytical and Design - Collects and researches data; Demonstrates attention to detail.
Problem Solving - Identifies and resolves problems in a timely manner; Develops alternative solutions.
Interpersonal Skills/Customer Service - Maintains confidentiality; Manages difficult or emotional customer situations; Responds promptly to customer needs; Meets commitments.
Oral and Written Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Presents numerical data effectively; Able to read and interpret written information.
Teamwork - Balances team and individual responsibilities; Contributes to building a positive team spirit; Puts success of team above own interests.
Organizational Support - Follows policies and procedures; Supports organization's goals and values; Benefits organization through outside activities.
Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Makes timely decisions.
Planning/Organizing - Prioritizes and plans work activities.
Professionalism - Reacts well under pressure; Treats others with respect and consideration regardless of their status or position.
Quality and Quantity - Demonstrates accuracy and thoroughness; Completes work in timely manner.
Adaptability, Initiative and Innovation - Manages competing demands; Able to deal with frequent change, delays, or unexpected events; Presents ideas and information in a manner that gets others' attention.
Attendance/Punctuality and Dependability - Is consistently at work and on time; Follows instructions, responds to management direction; Takes responsibility for own actions.
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
Bachelor's degree (B. A.) from four-year college or university preferably in a business-related field; minimum five years banking experience or related experience in Treasury Management, Marketing or other sales-related field.
Computer Skills
To perform this job successfully, an individual should have knowledge of computer applications such as the Internet, Outlook, Microsoft Word and Microsoft 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.
Origin Bank is an equal opportunity employer and we do not discriminate in hiring or employment on the basis of race, color, sex, age, marital or veteran status, non-job related disability, religion, national origin, genetic information or any other basis protected by law.